Resources and Best Practices
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- 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.
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Discussion List
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Do we have any provision to create the user groups in bulk when multiple groups needs to be createdSummary: We need to create multiple user groups but there is no bulk creation scenario to create groups in bulk Content (please ensure you mask any confidential informat… -
How to call Commerce Action from Mass Update Query in Oracle CPQ Application ?Summary: There is an requirement for updating the attribute for existing quotes for which the values are showing incorrect. If we call Synch (Custom Action), that will a…
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Can we "select all" filtered assets for renewal and terminationSummary: Hi, Can we do a "Select All" for multiple assets for Renewal or termination ABO operations on Asset Workbench? Currently we have to manually select each asset l…
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Change Opportunity Field Data type in Oracle Quote Object in SFDC for the SFDC-CPQ ConnectorSummary: Currently Oracle Quote object which is part of CPQ Connector managed package has "cafsl_Opportunity__c" field which is lookup relationship to Opportunity. Can w…
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Change Position of New Quote Button in SF controlled by the SFDC Managed PackageSummary: Is it possible to change the location of the New Quote Button in SF? We'd like to have a button at the opportunity level, but we are limited by the SFDC managed…
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Can approvals be tiered?Is it possible to setup the approvals in CPQ to be tiered ? I.e. sent to person 1 for approval If person 1 doesn’t do it in 48 hours then escalate to the next level appr…
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Quote Line Item to Opportunity Line Item Sync in Salesforce with Manage Package 8.6We are using Manage Package 8.6 . We don't want to sync the CPQ Quote Line Item to the Opportunity Line Item in Salesforce. Is there any OOB way to disable this function…
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Multiple currencies in reportsSummary: Hello everybody, is it possible to create reports that include currency type attributes without choosing a specific currency? This would allow to have reports t…
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Week of the Year calculation in BMLSummary: Looking for options to calculate week of the year in BML code. We have a requirement to find if current week is Even week or an Odd number week - this is to han… -
How can I change the ordered list style in Document Designer?Summary: How can I change the style of the ordered lists in Oracle CPQ Document Designer from the default of Arabic numerals? Content (please ensure you mask any confide…
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I am trying to use get parts rest api through postman, using query parameter "q"The oracle CPQ rest api get parts is not working by using query parameter "q". Attached the error while trying to invoke the api through postman. I want to query the par…
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Email designer functionality standard fieldsSummary: Content (please ensure you mask any confidential information): Hello, We decided to customize the email received by a customer when a request for approval is ap…
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How can we import items with their BOM in commerce with import excel functionality?Summary: Content (please ensure you mask any confidential information): Hello, In commerce there is the functionaliy Import Excel that is needed to import items in the l…
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Need to get the details on the following parameters related to Oracle CPQSummary: Hello, Can someone please help me with details on below parameters related to Oracle CPQ. Please answer whatever you can. Content (please ensure you mask any co… -
Is it possible to have the approval notification for each step of the approval workflow?Summary: Content (please ensure you mask any confidential information): Hello, When we have an approval workflow with multiple level of approval, the email of approval i…
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Disable Create Quote action based on user typeSummary: Need the ability to disable Create Quote action on Quote Manager based on user type. Content (please ensure you mask any confidential information): We have a re…
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How to display the HTML attribute in document designerSummary: 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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How to get configuration attributes info through Asset APISummary: Dear Team, Can you please suggest on below CPQ Asset API information:- Is there any API to get configurable attributes info (all attribute selections in configu…
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Advanced Forwarding Rule for Start StepWe have a requirement to run Advanced Forwarding Rule on Start Step. But Oracle does not support AFR on Start Step. Any specific reason, why is AFR not enabled for Start…
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Enabling login through SSO in CPQ CloudHi, We are exploring the possibilities of enabling SSO in our CPQ Cloud instance with IDP as Microsoft Azure. We already raised an SR to get SSO enabled and it has been …
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Is it mandatory to browse and choose customer from CPQ accounts for asset creation and taggingSummary: Dear Team, We have quotes initiated from Salesforce where all customer information (Name, ID, Bill To, Ship To, etc.) is coming from SFDC and no customers are b…
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Can we store huge delimited data (multiple serial numbers) for an assetSummary: Dear Team, We have software licenses as products where each qty has a serial number. If customer is buying 100 qty of software licenses then that configuration …
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Connecting Two Salesforce to One CPQ, but using multiple Commerce ProcessesSummary: We are in the process of moving from an old instance of Salesforce to a new one, and as part of that we will need to connect both the legacy SF and the new SF t… -
Does Channel Agent users have access to export functionalityWe have setup auto forwarding rules for the steps for Channel Agent type users. When the user logins with user type Channel Agent and tried to search the records with so…
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How to populate part description data defined in part master to line item grid attribute?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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Change the default selection for "Data with Delimiter" when importing a data tableSummary: Is there a way to change the default selection for "Data with Delimiter" when importing a data table to "MS Excel .csv format". All the Oracle documentation say…
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"Delta cannot be calculated without cache"Summary: During a random check up of a quote in the Production environment, a "new" error started popping up every time an action was clicked. Content (please ensure you…
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How to define feilds that should populate when copying transaction?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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How to define foreign keys in data table?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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What are different ways to populate value from configuration to commerce if we have many attributes?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…