Now I want to filter the list of selectable products to be added to each Opportunity using those fields.
Is it possible? In lightning?
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The Manager field is populated for all the users creating the CPQ Quote.
The issue is when we click on the "Preview Approvals Button" on the Quote object we are getting "Error: Attempt to de-reference a null object" on the popup window. This is happening only for some users who were selected as Manager. For some manager Users, this error is not coming.
Please let me know if you have any clue to resolve this issue.
"Error in trying to create Quote. ERROR : Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, SBQQ.QuoteBefore: execution of BeforeInsert\n\ncaused by: System.SObjectException: Field Opportunity.IqScore is inaccessible in this context\n\nClass.SBQQ.MetaDataUtils.getFields: line 215, column 1\nClass.SBQQ.MappingUtils.identifyAndCacheMappableFields: line 52, column 1\nClass.SBQQ.MappingUtils.getMappableSrcFields: line 28, column 1\nClass.SBQQ.ContractDAO.setStandardSelectContractFields: line 422, column 1\nClass.SBQQ.ContractDAO.loadByIdsAndRelatedFields: line 236, column 1\nTrigger.SBQQ.QuoteBefore: line 75, column 1: "
Error "No such column 'LastViewedDate' on entity 'SBQQ__ProductOption__c' while configuring Products in CPQ
I assume this is related to some new beta field released may be "LastViewedDate" and some problem in CPQ line editor page to handle that.
Facing this error in Sandbox but not in Production for CPQ.
In case anybody knows the solution please share.
Thanks in Advance :)
From my understanding, Salesforce CPQ provides the following fields :
- ACV (1st Year)
- Margin (Amt)
- Margin (%)
Unfortunately, I don't see any of these fields on the opportunity object after I installed the package.
Is it just suggested fields or is CPQ supposed to provide these fields ?
MRR computation, based on quote line items related to the primary quote, would be terrific.
I'm pretty sure we deprecated those fields and stopped shipping them. The reason is that we found that different customers calculated those values differently and we could not customize them for everyone. I have requested we update our documentation.
Sorry for the inconvenience.
From the CPQ Quote "Edit Lines" button I get a screen which tells me the quote has no line items and to click the "Add Products" button, however there is no add products button.
This is in a sandbox org, which was just refreshed from production. I've done the OAuth already in the config settings. What else am I missing?
Here is a screen shot:
My scenario is the same as below,
Product / Location / Location2 / Location3
Depending on what the user chose its location, I would like to give price variation. I created custom fields on quote line object and included on line editor fieldset as well.
It would be very much appreciated if someone could share any tips to clear this situation.
While there are a number of ways to tackle this, I would emphasize the solution that meets the business requirements while also delivering the best user experience and simplest maintenance.
I have a request when a New Quote is created. to Auto save the Quote itself and bring users automatically to start adding lines.
We are rolling out CPQ to a large global Sales team and had a question about the CPQ Quote Line Editor. We have had a few sales people express concern about the Quote Line user experience when they amend a contract on a long standing Account. They are concerned that the Quote Line Editor displays Quote Lines for all existing Subscriptions associated with the Account. Since they have a number of large Accounts that have added/removed lots of Subscriptions over the years, they would like a way to hide the existing Subscriptions from view.
Question: has anyone run into this user concern before? Is there a configuration in CPQ that would allow us to hide existing Subscriptions within the Quote Line Editor? Alternatively, has anyone found any work arounds to address this concern?
Thanks for your help!
To do this you need to set the following values on each relevant account:
Now, when you want to create a quote from an opportunity on this account, you will be prompted to co-terminate the quote with your contract. Once you go through the quoting process, close/win the opportunity, and contract it, the additions will appear as new subscriptions on the contract, with the same end date and a start date that matches the quote.