Resources and Best Practices
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Discussion List
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Setting attribute values on Open Transaction process action issues.Summary: I would like to set values in a specific order on Open Transaction. Content (please ensure you mask any confidential information): There are a few questions reg… -
Is CPQ can be connected with Snowflake directlySummary: we want to explore on the connectivity options with Snowflake. From CPQ is it possible to establish a connection with Snowflake directly Content (please ensure … -
Timer is not executing when adding Contract Management XSL IntegrationHello Team We have written one timer where timer action is having Contract Management Integration XSL mapped. We noticed timer is not executing but when we removed XSL i…
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Is there a way we can choose more than one pricebook from the parts search, to get the part results?The intention is to be able to search for a part associated to multiple pricebooks. Furthermore, to be able to search for a part which is not associated to any price boo… -
Can we restrict Deleting the records in data tables Edit AccessSummary: When providing access to multiple users, we would like to give them the ability to just add new records/ update the existing but not delete the records in table…
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Buttons in the homepage that are still visible after hiding themSummary: Content (please ensure you mask any confidential information): Hello, When we deployed the homepage setup, it seems that buttons that previously were not shown …
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CPQ Refresh - Delta dataSummary: Is Delta data refresh possible? Content (please ensure you mask any confidential information): Assume we have performed a CPQ refresh from Prod to DEV till 2022…
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Automatically update a datatable from parts dbSummary: We have a parts integration from part master system. however this is loading the data into the CPQ Parts db. We would like to have a replica of this CPQ parts D…
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Is there a way to invoke CPQ rest and soap services without using usename and password through an exSummary: Content (please ensure you mask any confidential information): Hello, Is there a way to invoke CPQ rest and soap services without using usename and password thr…
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Do you have, for the DD, an example of XLS to extract a document in function of a parameter?Summary: Content (please ensure you mask any confidential information): For the Document Designer, do you have any example to dinamically extract a document in function …
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CPQHello, Greetings! I need answers on below CPQ architecture related questions. Appreciate a prompt response. CPQ Uptime and availability SLOs CPQ Performance benchmarking… -
XSLT : Parse XML formatted data in XSLT stored in text area attribute in QuoteSummary: I have xml formatted data stored in Quote text area type of attribute. I would like to parse this data in Document Designer XSL template using xpath expression.…
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Collaborative Editing - how to detect when it's active on a transaction?Summary: We are enabling Collaborative Editing for our commerce process, and have added a Back action so users can explicitly exit the session. Is there any way to detec… -
(CPQ) Can I make a report of all quotes that do not contain a specific part?In CPQ reporting I want to make a report of all quotes that do not contain a specific part. Is this possible? I know I can exclude lines from the report based on line-le…
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Pick map should determine the value of an attribute based on the value of another oneSummary: Content (please ensure you mask any confidential information): Hello, We have a problem in having a value of an attribute determined by the value choosen for an…
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23D - History REST API - Use with the Standard Commerce ProcessSummary: The Standard process does not contain a ‘History Action’ by default, thus, in order to use the history API, an Administrator will need to create one. The Histor… -
How to get Changed Account from sales cloud opportunity to Oracle CPQWe are getting account details from Sale Cloud Opportunity to Oracle CPQ. This informaiton will flow through auto fill action. As per the business scenerio Opportunity a…
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Hide "Return to Opportunity" button for Gateway portal and shows only on SalesforceHi, We have two different portal, One is Gateway and another one is Salesforce. User can access and create a quote from both. When user creates a quote from Gateway port… -
Do we have any limitation on number of pricing models in pricing portalSummary: Our client got 2000 + price books which got created over period of time and they are in process of consolidating the same. In current world we denormalized thes…
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What are the different approaches to connect Oracle CPQ with Power BI.Hi Team, We have a request to integrate our CPQ sites with Power BI and making the data from CPQ available for Power BI. As I seen there is no OOTB integration available…
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Is there a way to have at the top of the Quotation - Manager page the button "Move"?Summary: Content (please ensure you mask any confidential information): Is there a way to have the button "Move" in the page where I have the list of all the products co…
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Pricing attribute limitationHi, I'm unable to create pricing attribute more than 75... Please help me what should i do if i need more than 75 attributes.?
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How can we hide the standard field of selection in a transaction commerce array row?Summary: Content (required): Hello, I would like to ask a question about the transaction commerce array. How can we hide the standard field of selection in a transaction…
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Will the commerce data can be passed from commerce to config when we click home and goes to configSummary: There is an attribute X in commerce and we want the value of that variable in the configuration. In our project, commerce is not used in conjunction with config…
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How can we invoke pricing engine? Can we turn it off so that it will not run ?Summary: Pricing engine is getting invoked only during certain modify actions. Why is it running only for few actions, if it should run for all types of modify actions? …
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Need restriction on quotes visible on Quote Manager based on sales office, and other conditionsWe have a requirement to implement restrictions on quotes visible to sales reps. Business has different sales offices as different legal entities. Sales reps from one of…
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Is it possible to have the product lines of the same product family separated in different tabs?Summary: Content (required): Hello, We have in the CPQ homepage three different product families we can access clicking on each tab. In each product family we have diffe…
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Internal users need SSO from a custom OAUTH appSummary: Adding SSO: CPQ as SP, custom Entra-authenticated Web App as IdP. Internal users only, however these users are also User Integration users SSO-ing from Salesfor…
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Possibility to add another tab on the side panel, in Oracle Quotes page layoutSummary: Hello Support Team, In SFDC on Oracle Quotes page layout we would like to add on the side panel, near to Activity, another tab (Task). We can add other tabs to …
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can we refresh instances having different major versions?Summary: Lets say if we have production as 23B and Dev as 23C, Can we perform Dev refresh with production instance? If Yes, what will be the version of DEV after refresh…