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Julio LozanoJulio Lozano 
Hi, I need to create discounts as products, I've been able to do it with regular discounts like static % or $, also with editable discounts and even calculated using the SubscriptionCategory. But the one I can't do behaves like this:
SAAS: Discount-value - To be used with CLOUD/SAAS discounts only. This discount based on the $$ volume of the deal, Software only, no more multiplying lines and licenses. Simply base your % discount amount on the total dollar $$ volume of the deal. Refer to the chart below for the % to use. The Chart of Discount %:
5K-9,999K = 5%
10K - 19,999K = 10%
20K - 39,999K = 15%
40K - 199,999K = 20%
200K + = 25% 
Best Answer chosen by Julio Lozano
Arpit JainArpit Jain
Hello Julio,

From what I understand, you want the Discount to be applied on the Quote Total amount if at all the total amount reaches a particular value for (consisting of the only specific set of products [Software Only products]).
If that is the case, maybe you can write a price rule to achieve the same.
Here are a high-level steps to achieve the same:

Step 1: Using Summary Variable, calculate the total Price of all the software products.
Step 2: Use the formula to apply the discount in Price Rules to apply a discount based on the table you mentioned above. Here if you can choose to apply a discount on both Quote Level or Quote line level as well basis you need.

Let me know if there is any confusion or if that helps.

Arpit Jain

Brett WernerBrett Werner 
We are in the middle of a few projects.  One is to install Celligo (Netsuite integration) and another for CPQ.  Celligo would like us to turn on the "enable quotes" functionality in production but we have not installed CPQ in production as of yet.  I just wanted to be sure this step would not have a negative impact to our CPQ project?
Best Answer chosen by Brett Werner
Christopher HickmanChristopher Hickman
Salesforce CPQ does not use the native quote object, but a custom one with the API SBQQ__Quote__c. The only negative impact will be confusion amongst reps when determining which quote to create from opportunity, and administrators for which quote/quote lines objects to create fields and other metadata.
Darryl MoyersDarryl Moyers 
Hi All,

Does anyone have any processing speed benchmarks when considering Product Selection Rules vs. Option Constraints?

I have one complicated, configured Product that requires 48 Option Constraints for one specific combination (48 different Options in one Feature should be "excluded"/disabled/invalid if some other Option from a different Feature is chosen).

This same logic could be enforced using a "Remove & Hide" Product Rule with a filter, meaning just 1 Product Action record instead of 48 Option Constraint records.

I recognize that there's a difference in how Product Rules are executed, compared to Option Constraints, but from a processing standpoint.... would one of these alternatives (PR vs OC) represent a significant advantage or disadvantage over the other?

Thank you,
Best Answer chosen by Darryl Moyers
Jason BillmanJason Billman
Hi Darryl,

As long as you don't have a large amount of other product rules or a large amount of lookup queries in your product rules, the performance shouldn't be much different. 

Putting performance aside, I think it would be easier to administer one product rule vs 48 constraints.

Francisco Javier BermejilloFrancisco Javier Bermejillo 
I've added some custom fields to the Products and same fields to the Opportunity i.e. Opportunity.GoodClient__c = true/false <-> Product.GoodClient__c = true/false.
Now I want to filter the list of selectable products to be added to each Opportunity using those fields.
Is it possible? In lightning?
Best Answer chosen by Francisco Javier Bermejillo
Victor ShapiroVictor Shapiro
Hi Francisco,

This Trailblazer Community category is specific to the Salesforce CPQ and Salesforce Billing products. If you're looking for assistance with Salesforce, you may have better luck re-posting this in another category.
Pavan KumarPavan Kumar 
I have created an Approval Rule for the SBQQ__Quote__c Object and selected the "Manager_Id__c" API name for the Approver Field. The Approver field is empty. The Manager_Id__c is a Formula field on the SBQQ__Quote__c Object. The formula is "CreatedBy.Manager.Id".
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. 

Best Answer chosen by Pavan Kumar
Pavan KumarPavan Kumar
Solution: We need to create Approver records for all Manager Users even though these records are not directly referenced using the Approver field in the Approval rules.
Jody CrutchfieldJody Crutchfield 
After the Summer 19 release we are getting an error from the CPQ managed package.  Anyone else seeing this error? I have a case open, just trying to work all avenues as this will break our portal if we go live with the upgrade next month.

"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: []"
Best Answer chosen by Jody Crutchfield
Victor ShapiroVictor Shapiro
Hi Jody,

CPQ Support agent here. This is currently a recognized issue with the 220 release. Our team is working to get this resolved as soon as possible.
Pankaj ParyaniPankaj Paryani 
I have noticed that after latest update from Salesforce for CPQ 220.4  I am getting an error saying "No such column 'LastViewedDate' on entity 'SBQQ__ProductOption__c'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names."

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 :) 
Best Answer chosen by Pankaj Paryani
Cristina MatíasCristina Matías

Hello Pankaj and Payal,

Expanding the explanation using the information provided by your link, as it might be confusing. The solution is to create a tab for the custom object Product Option.

Best regards,

Nathan PratsNathan Prats 

From my understanding, Salesforce CPQ provides the following fields : 
  • ARR
  • ACV (1st Year)
  • MRR
  • TCV
  • NRR
  • Margin (Amt)
  • Margin (%)
Here's the documentation that mentions these fields:
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.


Best Answer chosen by Nathan Prats
Frank ShapiroFrank Shapiro
Hi Nathan,

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.

Pete FifePete Fife 

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:

User-added image

Anil MadithatiAnil Madithati 
We are in the middle of the CPQ implementation, Currently, we have in-house built Target Amount functionality built on standard quote object which sales team loves it and we would like to replicate the functionality on CPQ Quote object. The issue with CPQ Target Amount functionally is, it will adjustment all the lines items on the quote by default and we need to limit that and should only adjust the software line items and it should not be applied on PS or training line items. is there a way to accomplish this.
Best Answer chosen by Anil Madithati
Christopher HickmanChristopher Hickman
If the reason it should not adjust PS/training is because those items are non-discountable by sales reps at all, then yes, you can set "non-discountable" to true on the product record, which in turn will set it to true for any new quote lines, and Target Amount will only modify the quote lines where that field is set to false. If the answer is some other reason, unfortunately you will not be able to use the out-of-the-box field, but you would be able to create your own custom field on the CPQ Quote object and use a price rule to set a discount or modify a price in a number of ways which can be governed according to the logic you need. E.g., the entry criteria for the price rule could be "product family = software" for starters.