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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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… -
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…
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How can we modify or hide or rename Special attributes in Search Filters in Quote Manager?Summary: How can we modify or hide or rename Special attributes in Search Filters in Quote Manager? Content (please ensure you mask any confidential information): Versio…
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Is it possible to set the size of CPQ pop-up adjusted dynamically according to screen resolution?Is it possible to set the size of CPQ pop-up to be adjust dynamically according to screen resolution? CPQ pop-up is too small when using an external monitor.
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Update value of new attribute for previous quotesSummary: We have created a new attribute and previously created quotes does not have a value. How can we update the value of new attribute for the previous quotes? Conte…
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Is it possible to copy the email templates to other process?Summary: I want to copy the email template to other process because our customer use 3 process. Content (please ensure you mask any confidential information): Version (i…
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Transaction XML sending value for Menu attributesSummary: The menu attributes in CPQ have display value and value pair. Can the menu attributes, display value be sent in the XML feed generated for Real Time Integration…
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How to get the unique user account IDSummary: we need the unique user account ID of user accounts for SSO login to external system this IDs highlighted in the image are unique ID for each account; we need t…
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How to check in CPQ code to Github and use the same for deployment into CPQSummary: Need to check in and check out CPQ code from Github Content (please ensure you mask any confidential information): We are planning to use Github as version cont… -
Pricing Portal performance for larger entries (around 5 million)Summary: Hi Team, we have a use case where we want to use Portal in standalone way (without Config and Commerce). To fetch prices, the external system will use 'Calculat… -
How to add a quick add on mobile layoutHi Community, We are in the process of designing a mobile layout for our client in Oracle CPQ, and I am having trouble locating the option to place the "Quick Add" funct…
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Oracle CPQ migration package files need password to open as they are password protected.Summary: I'm trying to see things included into the Oracle CPQ migration packages. Content (please ensure you mask any confidential information): I am trying to view the…