Resources and Best Practices
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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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Best way to store Partner Standard Price Book Entry IdSummary: Best way to store Partner Standard Price Book Entry Id Content (required): We are in process to store Salesforce Price Book Entry Id in Parts Master field of "P… -
Filter data table on a SKU with - (dashes) in itSummary: so weird I searched for a part number 4550V2-101-0050 in a data table with prices and a bunch of records come up because the records have 4550 in a different co…
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Handshake Error while SOA to CPQ IntegrationSummary: Hello, We are getting handshake error when SOA is sending request to CPQ. But CPQ is able to send requests to SOA. Content (required): We are using SOA as a mid… -
has anyone had any issues with JSON Strings needing to be be converted from text to text Area as parSummary: json strings started showing up blank and realized the common field was the String Attribute was defiend as text instead of Text Area Content (required): once w…
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Salesforce IntegrationSummary: Multi Process intgeration with Salesforce i.e 1 Salesforce site is connecting to two different Commerce process in CPQ. Require help with the Field mapping poin… -
How to add analytics to CPQ -Transaction Line UISummary: How to add analytics graph to CPQ -Transaction Line UI Content (required): I have created a scatter plot analytics graph for a process. How to add this graph to… -
How to add analytics to CPQ -Transaction Line UISummary: How to add analytics graph to CPQ -Transaction Line UI Content (required): I have created a scatter plot analytics graph for a process. How to add this graph to…
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Are there logs to track proxy login activity in CPQ?Summary: For cloud configure, price, quote (CPQ) our company has this application under public audit control and we need a way to know which actual user may have proxy l…
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bmql select best options when fields can be blankSummary: wondering if there is a way to find best record option when 3 of the fields can be blank meaning any input Content (required): we have a table that we use a lar…
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create a util to count number of records in a recordsetSummary: often we need to see how many records are in a record set or to see if its empty. isnull or isempyty don't work so we have to manually count it using a for each…User_2025-02-11-03-24-41-964 51 views 3 comments 0 points Most recent by User_2025-02-11-03-24-41-964
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Perform a main doc action on multiple selected items in the line item gridSummary: How to set boolean value to True through _system_selected_document_number for multiple selected products in the line item grid while performing a main doc actio…
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How to Clear all Records from Datatable using SOAP API?Summary: To clear all records from a data table using a SOAP call. Content (required): I want to clear all records from a datatable using SOAP. Im able to see the option… -
How to get an attribute from model A to model B in System Configuration?Summary: Get an attribute from model A to model B in System Configuration using Recommendation Rule. Content (required): How can we get configuration attribute from one …
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How can we schedule a recurring batch job to run an action on a subset of CPQ quotes?**This post was created as part of a How to Service Request (SR) Release: 22B.6 Summary of the question: How can a recurring job be configured in CPQ that will parse ove…
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Email Approve/Reject notificaitonSummary: The quote doesn't get approved even after replying "approve" in the email Content (required): I have set up Email approval which goes for L1 and then L2 (Serial…
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CPQ to Salesforce Export AttachmentSummary: Not able to send CPQ PDF Output document in Salesforce Opportunity. Content (required): Followed below steps to enable sending CPQ PDF Output document to Salesf…
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Quote- how to get each approver --Approved On Date in a variable.DO we have any attribute for this.Summary: Quote- how to get each approver --Approved On Date in a variable.DO we have any attribute for this. Content (required): We need to caprute each approver data in… -
Is it possible to format std text in BML editor as bold/italic/underlined?Summary: Content (required): I am using BML Editor to print a text, ex. user signature, and would like to know if it is possible to format some parts of it as bold / ita…
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Is there a way to extract all the questions raised on CPQ communitySummary: Is there a way to extract all the questions raised on CPQ community? Content (required): Having the questions raised on CPQ community as a FAQ downloadable docu…
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How to Trigger Print/Modify Action automatically - CPQ 21ASummary How to Trigger Print/Modify Action automatically - CPQ 21AContent Hello All, How to trigger an action automatically. Using Standard DocuSign integration we are s…
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Misalignment in output of Document GeneratorSummary Document Generator misalignment the pdf outputContent We have a pdf output from Document Generate, the previous setting has Page Size as Custom for Unit in Inche…
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What's the purpose of a QR code on a CPQ LayoutSummary: I saw a user respond with an image to an unrelated question that had a QR on their layout and trying to figure out a use case for that. Content (required): I go…
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Is is possible to pull a transaction attribute into the parser XSL?Summary: I have a need to only update certain attributes when they are blank. The Import integration works great, except it updates attributes every time it is called. I…
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Clone SFDC Opportunity with CPQ Quotes and ModelsSummary: in a past tool (FPX) we had a feature we built within SFDC where after cloning the opportunity the process would ask if you wanted to clone the FPX Quote data a…User_2025-02-11-03-24-41-964 21 views 2 comments 0 points Most recent by User_2025-02-11-03-24-41-964
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BOM Mapping vs recommendation rule - for existing quoteSummary: As per the table based bom mapping rule, if Attribute "A" is set, then system will add child Model "A" to the quote line item under parent model B. It is workin…
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Creating a Dynamic Lookup which reflects on GridLine Item SectionSummary: Content (required): we created a costing sheet(GridLine item), which contains a discount type, and discount percent as fields. These fields are dynamic, meaning…
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How to open CPQ Quote from OMSummary: How to open CPQ Quote from OM Content (required): We want to know how to open CPQ Quote from OM by passing either quote# or transaction Id. Is this feasible ? V…
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How to increase the number of decimal places in the float columns of data tables?**This post was created as part of a How to Service Request (SR) Release: 22B Patch 2 Summary of the question: How to increase the number of decimal places in the float …
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Dynamics REST API for getting Opportunities list for a specific accountSummary: My CPQ is integrated with MS-Dynamics I want to fetch all the open opportunities list for an account from CPQ using REST API call. Can someone please provide me…
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How to clear all records from Datatable using REST or SOAP API?**This post was created as part of a How to Service Request (SR) Release: 22 A Patch 2 Summary of the question: How to clear all records from Datatable using REST or SOA…