The buttons on the edit lines page are not visible like they are in productions. Has anyone run into this? if so, does it mean I need to uninstall and reinstall CPQ in salesforce sandbox?
example calculation is below
Additional Discount: $2,000
CPQ Calculation: $29,500 calculation = (30,000*(1.05))-2,000=29,500
Desired Calculation: $29,400 calculation = (30,000-2,000)*(1.05)=29,400
I can't find a definitive answer, but it looks like the order of operations is currently to apply the uplift then apply the Additional Discount to the resulting value, but we need the order of this reversed.
After I call SBQQ.ProductAPI.ProductLoader and get the response, what data manipulations do I need to do from here to select the options I need included?
Do I need to use the configuration api, or is there a way to select the options I want selected?
I tried adding options to the "optionConfigurations" in the product model and setting SBQQ__Selected__c = true;, but nothing I selected was retained when the data was passed to the load() 'SBQQ.QuoteAPI.QuoteProductAdder'.
Our use case:
We are automating amendments in a batch job and need to cancel and replace a bundle with a parent, child, and multiple grand-child products.
Assistance was obtained here: https://github.com/sseixas/CPQ-JS/issues/2 and here https://github.com/sseixas/CPQ-JS/issues/1
Resolution information for any other folks that need to work with the poorly documented API:
Within the ProductModel.configuration object, make sure that:
Top level product:
- configured = true;
- configurationEntered = true; (Note: this field is NOT included in the documented data model)
- Copy the desired options from the options.record and add them to configuration.optionConfigurations (only required if not selected by default)
- optionalSKU=product being configured
- configurationEntered=true (I don't think this is required on the options, but I set anyway)
- optionData=product option record
- If you need to adjust any fields on the option to twin to the QL, adjust the fields within optionData
You CANNOT run a calculation sequence in the same execution context as your code to get the products because it requires HTTP callout and there are DML data that is not committed to the DB (mixed DML error), even though we will NEVER save the data that is modified, SFDC knows that it is a possibility so it will throw an error.
We had to chain our batch job to kick off another batch job in the finish() method to run the calculate on the quote(s) that we amended.
I understand that adding a new text formula field on the quote object is the go-to solution, but the formula's not working out properly, and the quote is still displaying "CAD."
What's the DocumentCurrencySymbol__c formula supposed to look like, and how is it supposed to be set for views?
The Sales Cloud is included in the standard Salesforce CRM licence.
Based Business Use case you can decide it.But Both are different.
Customise "Existing Contracts" page when creating and Quote for an Account which is already having Active Contracts
I will love to know if there is a way ( I already search on the internet) to customise this page.
I want to add the Description field of the Contract after 'Contract End Date'
How to reproduce :
Use an account that already has activated contracts.
Create a new opportunity, then create the associated quote. Fill in the quote start date, hit Save. The screen asking for selection of an existing contract appears.
Secondly our customers think its Spam becauses its branded as DocuSign, it has DocuSign logos, and colors for the brand, how do we have it pull the brand from DocuSign? I have set up the brand and logos in DocuSign but it does not pull through.
My conclusion is that because this is a managed package field, I do not have permission to edit the "Default Value". I have gone ahead and created a new custom field for my purpose, but wanted to verify my conclusion is true.
In CPQ, I want to add the Product Name column to my template. When I do, the product name on template is not the product name as entered. It is in the form of a code, ex: QL-0000105. What am I doing wrong? Do I *have* to use the Product Description field? I was using that to go into more detail on a given product.