Resources and Best Practices
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- CPQ Help Center
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- 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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Compatibility with SFDC "Lightning Experience"Content Our SFDC users are excited about the SFDC Lightning Experience, which is the most significant UI upgrade that Salesforce has ever seen. We were disappointed to l… -
Reseeting SSO User password to Desired password from external systemContent Currently, CPQ offers reset password Web service. But this web service will reset to a random password and emails to the user. I am looking for a web service whe…
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Big Machines Express - Configuration - Field - Help Text too short and not formattedContent The Help Text for a field in Big Machines Express Configuration is limited to 255 characters, and the information cannot be formatted. This idea is to allow far …
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Can I generate Bar Code or QR code in document engine of Oracle CPQ?Content Hi There, Now a days customers are asking to have bar code or QR code on to their documents which is currently not possible in Oracle CPQ. Can I generate Bar Cod…
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Copying, moving and editing functionsContent * You should be able to change the order of models, product lines or product families by dragging and dropping them into the order you want. * You should be able…
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Salesforce1 and Oracle CPQ CloudContent Hello, My understanding is that Oracle CPQ Cloud is not supported on Salesforce 1. Does any one have any suggestions or work arounds on how to access Quotes with…
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Formatting within XML in Oracle CPQ Cloud Document EngineContent It would be very useful if formatting within XML was displayed when passed into the Oracle CPQ Cloud Document Engine as currently line breaks etc are ignored.
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Is there any way to validate file names present in File Manager and data tableContent Hi, In our project, we have pdf files added in file manager which we are showing to user as hyperlinks on the quote. File names are stored in data table and usin… -
The usage report needs more options.Content Hi all, I'm trying to run a user report that includes: • Username • Name • Email • Date of Last Login • Location The issue I'm running in to is that the only way…
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Update to Bulk Data Services, DownloadContent I would like to see the code contained in a deployed environment. Currently, Bulk Data Services downloads will show code that has not been deployed.
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Allow customization of the "My Approval Search" viewContent It would be nice to allow users to customize the My Approval Search view in transactions. we have a lot of quotes that are submitted for approval and our Sales M…
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Commerce.js is not loading After cloning quote in different opportunityContent Hi, After cloning quote in different opportunity from SFDC commerce.js is not loading. Can anyone please help me to sort out this issue. Thanks in Advance. Regar…
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Would like to suggest that when an attribute's auto update executes that the page remains fixed in tContent We have a Search flow that requires many auto updates. If the bottom of the page is showing in the browser and a value is entered in a field at the bottom of the…
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Add "Sales Region" to User AdministrationContent We have approvals that require a Regional Sales VP to approve for the people under him/her. We have been maintaining this in data tables, but it is a step that i… -
Config Flow Validation in Rec Items RulesContent It would really be nice (and a huge timesaver) if validation could be added to Rec Items rules to ensure all declared attributes are on the config flow associate…
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Multiple Commerce Screen LayoutContent Hello, We am working on an implementation where we have multiple divisions in our organization and the strategy is to use one instance of Oracle CPQ Cloud. The r…
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How can I display data table in a new page?Content Hello, I created a data table, I want to create a page to display columns of the data table. Does someone know how to create this page in CPQ? Thanks, Steven
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CPQ ReportsContent Hi, Can you please help me with the list of standard reports available in Oracle CPQ. Thanks
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Configurable SubcomponentContent One of the biggest problems we are facing today is the lack of the ability to configure subcomponents. The problem is lacking the ability to order a quantity of …
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Admin logs - need additional columns to differentiate multiple Commerce processes and product familyContent @ We have 2 Product families and their associated commerce processes in our environment. While we download the admin logs, one has to read through the log messag…
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Questions about CPQ upgrade policyContent Dear all, How can I found the official document ID in MOS for the following questions? * How can Oracle ensure compatibility of “Content” or “Applications” of cu…
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BigIdea: Add links to release notes on the "View BigMachines Version" pageContent Would make it much easier to find this useful information.
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When users are using BigMachines through a SFDC iframe, actions with custom destinations will stay wContent Basic Overview of Issue: * User comes into SFDC and creates a new BigMachines quote. BigMachines loads within an iframe on SFDC. * User clicks an actions with a …
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Color-blind Compatibility for Admin PagesContent Marking undeployed items in red font does not work well when you have a color-blind administrator. This is especially problematic in the list of documents for th…
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This was brought to our attention from a customer regarding future browser support:Content In versions 36 and later, several users are reporting problems with Data Tables in Firefox. When editing a table field, a horizontal scroll bar always appears, c…
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Inherent functionality for naming modelsContent The majority of our quotes have multiple models in them. To try to keep tabs on what each model is we have implemented a rough solution that allows users to name…
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Wizard layout availability on Commerce Process DefinitionContent Can you please tell me is there wizard layout functionality available currently on Commerce (Process Definition)? if it is then which version please? If not then…
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Provide sorting for Doc Engine outputContent My users are constantly asking for proposal documents to be ordered based on various criteria. It would really be nice if this was inherent functionality with op…
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demo project to avoid to start from scratch...Content Hi all!, I wonder if there is a demo project to inspect to know all features available of CPQ and how to implement into a project to obtain some example navigabl…
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a consistent way to present help (?) in config and commerceContent Commerce presents help text under the (?) Of an attribute as a permanent box which requires a click to open. Config shows help text as you hover over. Whichever …