Resources and Best Practices
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- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
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- 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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Can we perform following requirements in cpq?Item Hierarchy - Commerce User should be able to "browse" product hierarchy and search what they want and not have to search by #part. As every time remembering part num… -
Line BOM Effective Date Not WorkingSummary: The Oracle CPQ help documentation states that, By default,BOM Mapping is executed at the current time. When a BOM is stored in a quote, the effective date for B…
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Migrate existing configurations from BigMachines CPQ to Fusion CPQIs there any utility or supported approach from CPQ product team to migrate existing configurations from BigMachines CPQ to Fusion CPQ? -
CPQ licensesSummary: Hello, I would like to know if superusers and web services-only users for integrations require licenses within CPQ or not. Could you please help me? Regards!
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Standard CPQ Reconfigure action is not honoring the Iframe in SFDCSummary: CPQ is being used in a iframe within SFDC. On reconfigure action it looses the iframe context and even after save/cancel action on the configuration, it moves t…
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CPQ Redwood LIG Default Expand AllIn CPQ Redwood LIG, default option is set to Expand All. Sales user expands the LIG. On switching tabs and coming back, LIG reverts to Collapse. When user reconfigures t…
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Apply discount to specific transaction line groups (non-coverage items)Summary: Hi, I have a requirement in Oracle CPQ related to transaction line grouping and conditional discount application. We are grouping transaction lines based on att…
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New hire accounts are being locked before users even try to log inSummary: Randomly, some new hire accounts are showing as locked which is preventing security roles from being assigned. Is there some setting or process that is auto loc…
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Standard Account (Customer) Field Mapping between Salesforce Connector and Oracle CPQSummary: Hi, We are currently implementing the integration between Salesforce and Oracle CPQ Cloud using the Oracle CPQ Salesforce Connector. We would like to get clarit…
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How to call a print action from external system using CPQ REST API ?Summary: I want to call a CPQ print action from external system using REST service, simply replacing cleanSave_t wih print action, in Save action API is not working, kin…
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Upgrading Salesforce Managed Package to Version 8.x from 7.xSummary: Has anyone recently upgraded a Salesforce managed package from version 7.x to 8.x? I’m looking to understand the potential challenges or issues encountered duri…
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User Migration from External to InternalSummary: The customer needs to migrate over 100 users who were originally created under a Partner Organization to become internal users due to a company reorganization. …
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Salesforce Managed Package V7 Expiry & V8 Migration RequirementHi Team Does anyone has any idea when Salesforce V7 managed package is going to expire and it is mandatory for customers to switch to V8? Also, is there any official tim…
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Compare and trigger migration from source site in Redwood migration centerSummary: I am trying to compare/migrate specific components from source site using Redwood migration center. I couldn't locate this option. Do I need to enable some sett…
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How to build a custom URL that maintains Salesforce iframe of Oracle CPQSummary: Hi I'm trying to build an action that creates and replaces an existing Line Item. This action takes place on the Line Item I desire to replace. In the action we…
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How to enable Credit Card Payment feature in CPQ introduced in 25DSummary: We'd like to know the steps/ guide to enable Credit Card Payment feature in CPQ introduced in 25D. Content (please ensure you mask any confidential information)…
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How to Retrieve Part Pricing Based on Price Book Name in CPQ ?Summary: Need to fetch the prices for the parts from the price book based on the price book name. Suggest some logic. Note : Don't considering the sales cloud here, we a…
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Enable Transaction Line Attribute (Spec Code) Entry in Quick Add – CPQ JET & Redwood UISummary: Spec Code is a transaction line–level attribute used to identify products in the Line Item Grid (LIG). CPQ Redwood Quick Add does not allow entry of transaction…
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How to achieve dynamic Attachment in Notification RulesWe have implemented a step transition workflow in Oracle Configure, Price, Quote (CPQ), where notification rules are configured to send email communications to approvers… -
when Oracle CPQ redwood will be completely available for all modulesSummary: Need to plan the upgrade from JET UI to REDWOOD UI but due to lack of clarity, we are unable to proceed. When Oracle CPQ redwood will be completely available fo…
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How do you create new folders in BML util library?Summary: I would like to organize our BML library in folders. For example: string for string functions, math for math functions, config for configuration functions, etc.… -
Show product recommendation not displaying any data on accountSummary: Hi everyone, We've been working a lot with Oracle AI and Gen AI features in OSC lately, and we also recently discovered the need to have some sort of AI based p… -
“Another user or integration has modified this quote…Summary: I am facing the below error on save action while quote creation process. “Another user or integration has modified this quote… Please refresh the quote to view …
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Oracle CPQ Line Item ImportSummary: We have a requirement to upload a custom template after validating the file using the out-of-the-box (OOTB) Line Item Import action. However, when attempting to…
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Is it possible to have vanity URLs for CPQ sitesSummary: Customer wants to configure a corporate brand based, short, user friendly URL for CPQ sites. Is it possible to setup custom URLs for our sites? Version (include… -
I am trying to set negative price for a line throught some calculation in BML.Summary: There are some calculations for discount and I am doing that in BML library function. There might be a chance of having -ve percentage in the tables. My calcula…
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Oracle CPQ Line ImportIs it possible to upload excel file automatically in OOTB Line Item Import action using the CPQ REST API #OracleCPQ
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Create Dynamic Tab in commerceSummary: I need to create dynamic Tab in commerce page based on the data stored in DataTable. is there any option avaiable in CPQ to achieve this feature? Let me know . …
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The values of the attributes set in Data Columns are not displayed in the List.Content (please ensure you mask any confidential information): The values of the attributes set in Data Columns are not displayed in the List. I have the following que…