Resources and Best Practices
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Configure Price Quote
Discussion List
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Enable ABO for system configurationContent I'm tryinig to enable ABO for system configuration model, can someone point out the mandatory settings needed to accomplish this? Have setup ABO package, working…
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Subscription Ordering for simple PartsSummary Subscription Ordering for simple PartsContent Hi All, What are the steps to enable asset delta operations for simple Parts ? Updating the line attributes on thes…
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Suggestion: Add link(s) to release note(s) on the "View CPQ Cloud Version" pageContent Add link(s) to release note(s) on the "View CPQ Cloud Version" page so that it's easier to obtain this information. You might also consider removing the "View CP…
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CPQ Channel User Cloud ServiceSummary What's the difference b/w Channel User vs. Regular InstanceContent Hello Experts Need your help for better understanding. * Is it different from Normal/regular C…
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Can the Parallel option from E-signature recipients be disabled?Summary Can the Parallel option from E-signature recipients be disabled?Content Hi, We added the E-Signature attribute set at Transaction level. By default, an action of…
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Developer Toolkit - AuthenticationContent Hi All, Please could you help clarify the below ? * Is providing the user credentials a one time process while using the toolkit? * How's the token refreshed ? D…
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What is the recommended timeout value for the CPQ Inbound API'SSummary: What is the recommended timeout value for the CPQ Inbound API'S Content (required): What is the recommended timeout value for the CPQ Inbound API'S which can be…
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How can I revert a configuration attribute to the default value upon reconfigSummary: I want to perform certain recommendation rules upon reconfig - ONCE PER RECONFIG. I can use a boolean to only perform the rules once (then with the recommendati…
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360 spin imagesSummary Implementing 360 images inside of CPQContent Looking to see if anyone has implemented 360 spin /rotating images to display a configured item.
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Data limits on Data table import REST APISummary Whats the Data limit on Data table import REST APIContent Dear Team, Would like ot understand what are the max limit/ Optimal limit on no of records in input fil…
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Tip Tuesday - Using the Criteria and State Object in configuration run-time APIsSummary: This tip will show how the state of configuration attributes can be exposed in the configuration run-time API response. Content (required): The CPQ configurator…
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Can the new data load process accept an SSH-1 RSA key or does it have to be SSH-2 RSASummary: Can the new OCI data load process that requires SSH keys to communicate accept an SSH-1 RSA key as opposed to SSH-2 RSA key Content (required We read all the do…
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In Commerce, Is there a way to auto-save a file attachment after it is selected?Summary: In Commerce, Is there a way to auto-save a file attachment after it is selected? Content (required): We have some file attachment fields on our Commerce page. O…
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Pricing Engine parts import from SAPSummary: Is it a good idea to implement Pricing Engine to store prices coming from SAP based on date range. Content (required): We have current implementation where we h…
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Is there a way to select the models in system configuration automatically without manually selectingSummary: We need a way to select the models displayed in system configuration automatically without manually selecting in system config navigation panel. Content (requir…
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ABO - Error for saveBOM contains "Unable to parse value 'Euro price not defined.'"Summary: We receive an error on ABO process, particularly on abo_copyRootToTransaction corresponding to saveBOM line (details on content). Any suggestion on root cause? …
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Salesforce Oracle CPQ upgrade to 8.6 version (BigMachinesFunctionLibrary deprecation)Currently, I'm working in the upgrade for the oracle manage package into salesforce from the 7.0 version to 8.6 version. With the new installation of the packages Oracle…
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In Config Recommendation Rule is it possible to use Part Custom FieldsSummary: In Config Recommendation Rule is it possible to use Part Custom Fields Content (required): Version (include the version you are using, if applicable): Code Snip…
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How to identify a model (child or parent) uniquely in in System configurationSummary: Is there any system attribute by which we can know the current model (which we have opened in config) Content (required): I want to know if we can have a config…
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While creating a new line through API, the response is coming with entire transaction data instead oSummary: We have created a new line by using the API in postman, its returning the entire transaction data in response. User wants to have only the data related to newly…
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Can we setup filters on transactional arrays?Summary: In CPQ, we have to use quite a few transactional arrays, some of these have grown quite large. We would like to give users the ability to filter the arrays simi…
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Can we use system attributes directly in document desingerSummary: Can we use system attributes directly in document desinger can we use user company name attribute in xsl shippet in Document designer Content (required): Versio…
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CPQ API Details with Arrayset attributesSummary: CPQ API Details with Arrayset attributes Content (required): 1) We wanted get all transactional data including both header non-arrayset attributes, arrayset att…
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Price Books Associations: Assignment and UseSummary: I'm not seeing how the prices from Price Book Associations get used or how to use them. Content (required): I've been asked to investigate the potential of stor…
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Tip Tuesday - Error when opening quotes from opportunities.When trying to open quotes from opportunities inside Salesforce, the following error is shown: Data Not Available: The data you were trying to access could not be found.…
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document designer attribute configurationSummary: Where can I configure the datetype so that in the document designer it will show a different format than the format of the attribute. Content (required): I have…
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Restricted Quote Manager Access based on Sales Office | Advanced Auto Forwarding RulesHello Team, We have a use case where the quotes are aligned to different sales offices (sales office number) based on the office number of the sales rep creating the quo…
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Make the My Profile Page Read Only for user type "Sales Agent"We have a requirement to make the My Profile page Read only for user type "Sales Agent". Business does not want users to make any changes to Personal Information/Prefere…
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How to make fields in my Profile page readonly for Sales userSummary: I have a requirement to make shipto andBill to address fields readonly for sales user and should be editable for full access user. Currently Fields under Bil-To…
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Automatic Cancellation of transactions due to inactivity - what is the best way?Summary: We have a requirement to automatically cancel transactions if it has not yet reached a specific status in a month's time from creation date. For other order typ…