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#Quote Line Items2 debatiendo

In Salesforce Revenue Cloud (not CPQ), the standard QuoteLineGroupId lookup field on Quote Line Item won't persist when set via the Transaction Line Editor, even though the Context Definition has an attribute (SalesTransactionItemGroup) mapped to it under the SalesTransactionItem node's Object Mapping; I've confirmed the attribute is Input/Output enabled and mapped correctly, ruled out any downstream trigger/flow overwriting the value (direct API updates to QuoteLineGroupId hold fine), and ruled out a data-type mismatch since other Text-attribute-to-Lookup-field mappings on the same node (Vendor__c, OEM__c, Contract_Vehicle__c) work without issue — the key difference with QuoteLineGroupId is that its target object, SalesTransactionGroup (mapped to QuoteLineGroup), is itself a node within the same Context Definition tree rather than an arbitrary external lookup, and I suspect there's a Node Relationship configuration between SalesTransactionItem and SalesTransactionGroup that's competing with or overriding the manual Object Mapping for that field; has anyone run into this specific case of a standard grouping field not sticking when its target is also a context node, and if so, where in the Node Relationship setup should I be looking to resolve it?  

 

UPDATE: This is the response from SFDC Support as of 8/1/2026:  

 

 The behavior you are experiencing is a known limitation and is currently considered expected behavior in the Transaction Line Editor (TLE) within Revenue Cloud Transaction Management. 

 

Root Cause 

 

The QuoteLineGroup object is not configured as a valid custom foreign key target. Specifically, the entity definition for QuoteLineGroup does not include the canBeCustomForeignKeyTarget="true" configuration, which is available on most other standard entities. As a result, the TLE is unable to properly persist updates to the QuoteLineGroupId lookup field in the same way it does for other lookup fields. 

 

This behavior is also consistent with the broader known limitation that standard Salesforce lookup filters and certain lookup field behaviors are not fully supported within the TLE, unlike on a standard Lightning record page. 

 

This has been assessed internally as a feature request for the QuoteLineGroup object—specifically, to enable canBeCustomForeignKeyTarget, allowing the object to function as a standard foreign key lookup target within the TLE.

 

#Revenue Cloud  #TLE  #Quote Line Items  #Quote Line Item  #Quote Line Group  #Quote Line Groups

1 respuesta
  1. 1 ago, 19:56

    Hi @Kieran Campbell -  I don't think the Object Mapping is the issue. Since QuoteLineGroup is also a node in the same Context Definition, TLE is likely using the Node Relationship to determine the group and overwriting the QuoteLineGroupId during save. I'd start by reviewing the SalesTransactionItem to SalesTransactionGroup relationship and how it's configured to resolve group membership. The fact that API updates stick but TLE updates don't is a strong clue. 

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Hey Trailblazers!

 

Looking for some assistance on gaining the ability to filter out specific quote line items when generating a Quote PDF.  We're using the Sales Cloud Quote Template functionality and do not have CPQ.  Just curious how other admins have tackled this either via potential 3rd party apps or custom development?

 

Thanks!

 

#Quotes #Quote Line Items

1 respuesta
  1. Michael Brown (Salesforce) Forum Ambassador
    9 nov 2023, 16:33

    Hey Derick, 

     

    I've usually resorted to third party apps, like Conga Composer which let you have more control, such as conditional visibility and e-signature. Outside of that one trick you can do is create a rich text field on your object, and using flow, populate this field with HTML in the form of a table. Your flow could house the logic for dynamically generating this text with the appropriate line items.  Then you could put this field in your Quote Template.

    <table border="1">

    <th>Product Name</th><th>Price</th>

    <tr><td>Product 1</td><td>$1.00</td></tr>

    </table>

    Thanks,

    Mikey

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Is there a way for the sorted quote line items to populate onto a quote PDF? Standard SF sort only shows product name and we'll sometimes use the same product name multiple times in a quote (custom, etc).

4 comentarios
  1. 8 jun 2023, 12:50

    Hi Sarah Frank (ALG) 

     

     The standard quote PDF generation does not provide built-in functionality to display sorted quote line items, But by utilizing the Sort button and dragging items in the related list view, you can easily customize the order of items on the quote you are editing as below: 

     

    1. Open the quote you want to edit and navigate to the related list view.
    2. Locate the "Sort" button on the related list view and click on it.
    3. Once you have clicked the "Sort" button, you will be able to drag and drop the items within the list to rearrange their order according to your preference.
    4. Keep in mind that you can sort quotes with a maximum of 200 lines, meaning you can rearrange up to 200 items within the list.

    For more information about generating Quote PDFs in Salesforce, I recommend visiting the website https://arrify.com/generate-quote-pdf-salesforce/

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Hi Admins,

 

Does anyone have a recommendation to implement discount on Quotes? I know Quote has a discount field and is calculated based on discounts on all Quote Line Items, but my requirement is to implement like a global discount, so a percentage that applies to the Quote's Total Price.

Any approach or package recommendation? If not I guess the only way is go trough custom development.

 

Thanks!

1 comentario
  1. 26 jul 2022, 16:59

    Hi Ignacio,

     

    You can create a Custom field in the Quote for Discount Percent (DiscountPercent__c).

    Then you can use a record triggered flow when a Quote Line Item record is created to update the Discount field on each Quote Lite Item with the value of the DiscountPercent__c field from the Flow.

     

    Hope this helps.

     

    Alex

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Hello,

 

I have an image formula on the Product record, and subsequently on the Quote Line Item record. The image appears perfectly fine on the Quote Line Item record, but when I export using the "Create PDF" button, the image is just the broken image icon. Any help to fix this?

 

#Quote Template  #Quote Line Items  #Image Formulas  #Sales Cloud

3 respuestas
  1. 20 abr 2022, 21:27

    Hi Kevin,  I'm running into the same issue.  Haven't found a solution anywhere just yet.  Have you been able to fix this?

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Amanda M (A) preguntó en #Quotes

In Salesforce Quotes our "Sales Price" field is very unreliable. Sometimes it recognizes & takes into account the discount applied and sometimes it is not. I caught it on one of the quotes our sales reps made yesterday where on one quote it is List Price - Discount and on the other it remains list price. 

I've been playing with my own custom fields but it's getting messy as it does not like the 'list price' field referenced in a summary roll-up field I wanted to use to calculate the total.

 I can't imagine this is a Salesforce glitch but I also dont see how it isn't.. Has anyone ran into this or have a solution for accurate line subtotals and quote totals. Thanks in advance I really need to make sure this is reliable. (This is NOT CPQ)

 

#Sales Cloud

@* Sales Cloud - Best Practices *

2 respuestas
  1. 27 ene 2022, 09:14

    Hi @Amanda M - Can you cross check weather the quote is synced to opportunity where the Sales Price field value differs.  Sales Price field hold the value of the price that you want to use for the product. Initially, the sales price for a product on an opportunity or quote is the product’s list price from the price book, but you can change it here. If a quote is synced with an opportunity, this field is updated from the quote line item to the opportunity product.

     

    Thanks!

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Hi there! Does anyone know how to copy the Opportunity product Line items from an opportunity to a related Quote? I have learned the hard way that if you create the product line items on the opportunity first and then create a new quote, it wipes all the product line items. I would ultimately like to be able to do this with a visual flow, but also open to APEX. 

 

Thanks,

Ash

 

#Quote Line Items

1 respuesta
  1. 7 oct 2021, 08:20

    Hello @Ash K,

    You can do this using the after insert action.

    You just need to be aware of the fact that there is some Primary Quote linked to the Opportunity of that Opportunity Product Line Items.

     

    So you can have any of them Apex After Insert Trigger or After Trigger only on creation using flows. and get the Product lookup Quantity from the same Opportunity Product and Primary Quote from the Linked Opportunity(as a Quote is must for a QLI to insert.)

     

    Hope it helps. If you find this or any other answer useful mark it as Best Answer, so this will be helpful for others looking for the same.

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Hi, 

I would like to set the (special) price on Quote Line Items based off a margin percentage set on Quote Line Group level. Is this possible? Salesforce does not seem to like using SBQQ__QuoteLineGroup__c in a price condition..

thanks!

2 comentarios
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Hi, 

I'm trying to find a way to update all list prices for quote line items based on a (picklist) value on the Quote (e.g. Region) (as an alternative to using price books). What is the best way to accomplish this?

What doesn't work for now: I created a custom object 'Region' where I uploaded all products' prices per region and created a price rule using this lookup object, price actions with Target Object = Quote Line and Lookup Queries where Tested Object = Quote.

Thank you.

7 comentarios
  1. 26 oct 2020, 16:52

    Price Rules using lookup tables will update any Quote Lines that meet Price Conditions and locate a unique match within the lookup table given the defined Lookup Queries. It could be one, some, or all, based on how you want it to work.--

    [image: Axia CPQ]

    Colby Kamin | Co-Founder

    colby.kamin@axiacpq.com

    (303) 859-3882

    axiacpq.com
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Hi!

I'm stuck in a trailhead called:

- Create Multiple Quotes

In the last part it's saying:

Now refresh the section to see the new quote, open it, and make some changes.

  1. Click 60 Cell Ground-mounted Panels to open the quote.
  2. In the Quote Line Items section, click Edit Products .
  3. For the GreenSun Ground product, change these fields:Field 

    Details 

    Quantity 

    50 

    Discount 

    10 

  4. Click Save .
  5. In the quote header section, view the Grand Total field. The price reflects the increase in quantity as well as the 10% discount.
  6. In the Quote header, click  to open the actions menu, and then click Create PDF .

When I go to the Quote Line Items Section, I have Add Products instead of Edit Products and when I try to add Products, there's no items to show.

If I go to my price books, I can see the 2 price books that I had to create with all the products I added before in this section.

I already tried to change between Enterprises or Nonprofit but both return no products to show.

Am i doing something wrong?

Thanks

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