Resources and Best Practices
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Configure Price Quote
Discussion List
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Any idea what could cause Pricebook import to fail when SFDC is master system?Summary: In production pricebook import is failing with below error Error : An error occurred while communicating with the partner site. Error message from the partner s… -
Is there a way to use a standard attribute for the quantity, that is not an integer?Summary: Content (please ensure you mask any confidential information): Hello, We are currently facing an issue on the use of the standard attribute requestedQuantity_l.…
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Attribute/Action for Process Id for Commerce processSummary: We need to redirect the quote page to the commerce list manager page. To achieve this, we must use the process ID to construct the URL in the destination tab of…
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CPQ Approvals feasibility in mobile applications. What are all the prerequisites and setupSummary: We have business requirement where the option of CPQ approval by mobile applications is requirement. We want to know the prerequisites and setup to achieve the …
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Refresh Reporting Data as an Application Administrator userSummary: Is there a workaround to refresh the reporting data in the Oracle Quote to Order - Reporting Manager as an Application Administrator user? Others users still ha…
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Call the "Quote Upsert" (SFDC) Integration in the "Create Order" button.We wanted to call the "Quote Upsert" (SFDC) Integration in the "Create Order" button which has the OIC integration to OM and BML Scripts. Basically, we want the Quote Up…
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When out of the box Forward action is triggered the Auto Forwarding Rules are not firingHi Team, When the forward action triggered the Auto Forwarding Rules are not running as expected. Please can you specify if something can be done to fix this issue. Rega…
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Multiple Sales cloud users connecting to single CPQ user via idcsSummary: We have sceanrio where sales cloud has multiple users but in CPQ we are having single user. When we create quote from sales cloud the SSO should point to a sing…
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Are there any forbidden characters for CPQ sitewide?Summary: I want to know all forbidden characters for CPQ. Content (please ensure you mask any confidential information): Version (include the version you are using, if a…
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On every parts upload of custom fields, when we do not upload the standard fields then existing dataSummary: On every parts upload of custom fields, when we do not upload the standard fields then existing data turns blank on Parts DB for the following fields: primary_u…
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Usage of CPQ API and its performanceHi Team, We have a client requirement to get the transactional data which are created or modified for every 15mins. Since we won't able to achieve this either by datacub…
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How do I share a CPQ view that I have created and customized in CPQ view builder ?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 Is it possible to invoke Javascript on Redwood quote listSummary: Our environment use Redwood for quote list and I want to know is it possible to call Javascript on it. If possible, how can I do that? Content (please ensure yo…
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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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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 …
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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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Can we use datacube to generate report for every 15minsSummary: We have an use case to generate report for backtrack and planning which need all CPQ transactional data. This reporting will have to generate for every 15mins/n…
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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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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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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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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… -
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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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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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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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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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…