Resources and Best Practices
- Check out the latest Release Update here
- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
- Discover CPQ Best Practices: Get to know CPQ features, migration tips, and more!
- Configure, Price, Quote [CPQ] learning subscription - Earn the Explorer Badge!
- Implementation and Management Series: Plan and prepare for your Oracle CX implementation
- Oracle CPQ How-To's: Short videos about CPQ
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For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Configure Price Quote
Discussion List
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Increment dimension of integer valueSummary: Content (please ensure you mask any confidential information): Hello, We have seen that the the maximum dimension for integer value is 255. We need it to be of … -
Error when cloning a Quote in Salesforce- RESOLVEDSummary: When cloning a quote in Salesforce we are getting this error- Error: Resource commerceDocumentsQuickstart_commerce_processQuote_process with key 456044944 doesn…
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how can i give for sales agent user access to his only organization?Summary: I defined multiple processes and multiple sales agents users so, I need to permit every user to see his only process.
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How can we set to hide the process depend on user?Summary: I want to hide the process. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): 25A Patch…
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create a package using CICDSummary: Could you please suggest a sample json to create a package using CI/CD? Content (please ensure you mask any confidential information): Could you please help us …
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Capability to pick multiple lines from multiple quotes to create one Single Quote in CPQSummary: We would like to have the capability to pick multiple lines from multiple quotes to create one order. This is common practice for dealers and direct customers t…
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Unable to link an action to the Opportunity Import IntegrationSummary: The Opportunity Import integration now shows "Process" under Actions, and we are unable to link it to other actions besides create new transaction. We were hopi… -
You are not authorized to access this page.I have a Util BML Library Function that calls the _configure API using the current user credentials. This works fine in our test environment but I receive the following …
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May 21 upcoming webinar: The Future of Customer Experience: Product Strategy Statement of DirectionWe believe 2025 is a line in the sand for customer experience. Envision a world where: Customer experience transcends front (sales, service, marketing) and back-office d… -
Commerce Transaction Arrays - Is it possible to hide any transaction array row attribute ?Summary: We tried writing an access rule, but the transaction array attributes are not available for select in rule condition and action.
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modifying the parts search resultsSummary: Can someone tell me how to modify the parts search results? I want to remove some of the default items returned Content (please ensure you mask any confidential…
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Hide Quote Manager actions for Channel Agents user typeWe are giving Quote Manager (legacy, not Redwood) access to channel agents. These users are expected to create quotes from CRM. They don't need New Quote, Print, Email a…
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Html attributes are not working on Mobile layout!Hi Community, I'm currently working on a build for a customer and have encountered an issue. We’re using an HTML Readonly Menu attribute to fetch address details from SF…
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Is it possible to update the value in dynamic menu if data from data table changed?Summary: Dynamic menu gets data from data table. User has already selected a value in dynamic menu and is now disabled. Data from data table changed. Is it possible to a…
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Emails triggered from the CPQ email action are being marked as unverified.Summary: We are triggering emails from the standard Email Actions. But the emails getting triggered are marked as unverified in Outlook. Do we need to do any setup in CP…
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Recommendation to download attachment fields from CPQ transactions.Summary: We are creating a repository outside of CPQ and we need to export several attachments fields for almost all existing transactions, just wanted to check if there…
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How to create usage charges based on different Theaters like APAC, LATAM, EMEA, NAMERWe have a requirement where different Theaters [like APAC, LATAM, EMEA, NAMER] should have different usage charges. We are currently using Attribute-based Charge templat…
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Data Columns Restrict AccessRequirement: We need to restrict access for data columns in CPQ based on Internal Group. There are 120+ internal groups. Is there an option to move all of them at once? …
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Are the picing attributes such as _price_unit_price_each, modifiable on commerce transactionlineSummary: Please confirm on the system pricing attributes such as _price_unit_price_each can be modified through some commerce action or library for the trasaction line. …
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Can Opportunity Revenue Lines default sorting of rows be customized in the UI?Summary: We need to customize how the Opportunity Revenue Lines are displayed in the UI by default like based on Name for example. Content (please ensure you mask any co…
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Open Destination in a new pageSummary: Open Destination in a new page Content (please ensure you mask any confidential information): Created a new action in CPQ that should direct me to an external U…
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Access to all CPQ viewsCPQ views are created by individual users on legacy quote manager. Does CPQ Admin or Super user or any use have access to all the views created by individual users?
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Increase user group length in CPQ from 255In CPQ the user group length is 255 characters. Can we increase this length of user group attribute?
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Data column repopulate jobAdding a new attribute in CPQ search requires approximately 36 hours to complete the data column repopulation job. Are there any updates from Oracle to either bypass thi…
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Update client Secret for Salesforce CRM in Integration CenterSummary: We are desiring to have the Consumer Key and Consumer secret updated in the CRM Integration Center without disrupting the connection with Salesforce. Content (p…
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MIssing Migration selection under Utilities after 25A upgradeSummary: With the upgrade to 25A, we no longer see access to the Migration Center on the Admin page under utilities. Where did that go? Content (please ensure you mask a…
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Lightning Sync action and Lightning Quote Upsert & Quote Import integration filesSummary: Hi, We have recently installed Oracle CPQ Connector for Salesforce of version 8.8 in a test sandbox. In the latest document(April 2024) we do not have the secti…
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REMINDER: CX Customer Connect on CPQ: 4/3 @ 2PM ET!Join us on April 3rd @ 1PM CT/2PM ET for a live session with our CX SE Solution Experts to ask questions & gain more insight on how you can drive better business outcome… -
How quote product updates are flowing to Salesforce?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Is it possible to have in the same rich text editor object editable parts and not editable parts?Summary: Content (please ensure you mask any confidential information): Hello, We have an object of type rich text editor. We would like the user to be able to modify so…