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
To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
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
-
Can we change the label name of object in salesforce once it is created?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… -
Launch CPQ based on Salesforce ConditionSummary: We have two commerce process integrated with a single Salesforce instance. We have requirement to launch a particular CPQ Commerce Process based on a condition … -
Can the error message that appears in case of issues with account login be changed?Summary: Content (please ensure you mask any confidential information): Hello, We have noticed that the following “error message” is appearing when there is an issue wit…
-
Asset Creation via API with configurationWe are trying to create an asset via API in Oracle CPQ. We are successful in creating the asset via API. However, there is a problem in storing the existing configuratio…
-
Data Cube : How to filter IsNull or IsEmptySummary: In my organization CPQ is running for a long time. So the system have so many unused attributes . How can a i take a Data Cube report with filter, where a speci…
-
How the document number gets associated with the line item after each reconfiguration in 23D releaseSummary: Before reconfiguration, whatever the document numbers are mapped to each line in line item grid; they get changes after reconfiguration for few lines. is this t…
-
User Sync to CPQ from Salesforce restricting admin access for SFDC AdminsSummary: We would like to restrict admin access to Salesforce admins who are currently creating users in SFDC and syncing them to CPQ in all non-prod instances but we wa…
-
Creating assets via API without existing transactionI am trying to directly create assets via REST in CPQ without any in-progress transaction. I encountered one issue. I dont know where to get or how to generate assetKey …
-
Customization in CPQ - New tableSummary: I have to create table on CPQ, is recommendable? Content: We need to know if we add a new table to CPQ could impact in the performance or any other issue. Versi… -
Alternate address in CPQ quoteHello, We are implementing CPQ and CRM on 23D. When creating a quote from an opportunity, the system populates the party name and default primary address. We are unable … -
Steps: Quotes in "start_step" are visible to Partner Users, How to restrict the quotes?We want to restrict set of quotes created by the X group users (host company), that should not be visible for Y group (Partner Org users). Group of X is creating quotes … -
Creation of a process without standard process optionSummary: Content (please ensure you mask any confidential information): Hello, Is it possible to create a process without standard process option in a way that is comple…
-
How can I insert a page break in a loop table in the document designer?Summary: Content (please ensure you mask any confidential information): Hello, In the Document Designer, I have a loop table that is used to display items in the line it…
-
Reporting Manager EmailsSummary: We're unable to send emails from reporting manager, either on demand or scheduled. I can successfully create a report and export, but if I setup an email to be … -
Join us Feb 8th for the Oracle CPQ Quarterly Roadmap UpdateOracle CPQ Quarterly Roadmap update presented by the Oracle CPQ Product Management Team. Join us as we outline what is on the CPQ Development Roadmap. This session is sp…Graham McInnes, OPM Team-Oracle 151 views 1 comment 1 point Most recent by User_2025-10-31-00-42-48-264 -
Connector for Salesforce UpgradeWe are looking into installing the new CPQ Connector for Salesforce 8.x, as we are currently still in Managed Package 7. I found the documentation and sample integration…
-
CPQ FontsSummary: Is there any font available which will accept both korean characters and font formatting( bold, italic). We have verified the fonts available in 24A as well but…
-
Quote Access vs Auto Forwarding RulesRequirement: Restrict quote access based on the office number. Use auto forwarding rules (AFRs) and restrict the quote access to specific sales office user groups. This …
-
Masking Transactional PII data post Clone refresh from Production in Oracle CPQHi Team, We would like to have a refresh of our CPQ Clone instance from Production weekly/daily but concern is to mask PII data in Clone post refresh from Production in …
-
i am unable to forward quotehello all, i am unable to forward quote by using forward action in the Quote manager. how the user will know we have forwarded a quote to them can anyone please explain …
-
How long is a configuration staying in the pending configuration page?Summary: Content (please ensure you mask any confidential information): Hello, We would like to extend the time frame in which a not saved configuration stays in the pen…
-
Can I set a dynamic approval reason?I have multiple approval reasons and want to show the approver the reason for approval without requiring multiple approvals from the same user. Is there a way to set the…
-
Can we move multiple quotes from 1 opportunity to another in salesforceCan we move multiple Oracle CPQ Quotes from one opportunity to another at the same time in Salesforce. How is this functionality handled. Is it through Managed package o…
-
How to add a validation rule to require a File AttachmentSummary: We have a number of files that need to be uploaded. I tried to add a validation rule to check on a specific Action but in the Components to Validate any attribu…
-
Provide CPQ users access to data filtered based on a column value in data tablesSummary: We're looking to provide users access to data filtered based on a column value in data tables, so that a user can only access that filtered data and don't have …
-
Oracle CPQSummary: Hi Team, What is difference in Dictionary , Array and JSON . which one is more efficient and how to decide when to use dictionary or json/array? Thanks Content …
-
Oracle CPQ: ABO ImplementationSummary: We are looking to enable ABO feature on our CPQ implementation. Everything is now installed/enabled. I was just wondering if CPQ ABO is capable of handling this…
-
Transaction Manager --Search Results Screen how to customize using javascriptSummary: Transaction Manager --Search Results Screen how to customize using javascript Which js should be used to customize the Transaction Manager --Search Results Scre… -
Migration errors: can not send content to existing folders (data table and file manager)Summary: Errors to migrate things between TEST and PRODUCTION, when it already exist in target. Content (please ensure you mask any confidential information): I'm trying… -
Are there any plans to add other digital signature or eSignature providers to CPQSummary: Docusign is the only OOTB eSignature integration available in CPQ, we however use Adobe eSign as our corporate standard provider. This question has been asked i…