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#Trailhead Challenges1 702 personnes en discutent

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Hi Trailblazer Community,

I am setting up a practice org for my Salesforce Admin exam and running into an issue adding products to an Opportunity.

Here is my setup:

  • I created 3 custom products (Enterprise License, Support Package, Implementation Service)
  • All 3 are Active
  • All 3 have a Standard Price added
  • All 3 show in the Standard Price Book on their Related tab
  • The Opportunity has Standard Price Book selected

When I click Add Products on the Opportunity, the search screen opens but nothing shows up when I type the product name and hit Enter. The pre-loaded sample products (GenWatt etc.) also do not appear.

I have tried:

  • Searching by product name
  • Pressing Enter to search
  • Confirming products are Active and in Standard Price Book

Has anyone seen this before? Is there a setting I am missing that would prevent products from appearing in the Add Products search?

Thank you!

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How to create a bundle for a quote. 

Setup --> Object Manager --> Choose Object --> Configure an object  

App Launcher==> Salesforce CPQ tile ==> Click Accounts in the navigation bar, then choose the All Accounts list view. 

Click Related Tab ==> Choose from Opportunities Tab ==> Related Quote ==> Edit Line ==> Add Products ==> Click Select ==> To Save.  When ever create Quote to bundle also create them. 

 

#Trailhead Challenges

1 commentaire
  1. 19 mai, 07:15

    Hi @Y HARINATH REDDY

    - Follow the steps 

     

    1. Go to Setup 

      Navigate to Setup and open Object Manager if you need to configure custom objects or fields.

    2. Create a Bundle Product 

      Open the Salesforce CPQ app from App Launcher.

    3. Create Parent Product 

      Go to Products tab and create a new Product. 

      Enable the checkbox:

      • Bundle = TRUE
    4. Create Child Products 

      Create all products that should be part of the bundle.

    5. Create Product Features 

      Open the Parent Bundle Product. 

      Under Related tab:

      • Create Product Features
      • Define feature name and number
    6. Add Product Options 

      Inside Product Feature:

      • Add Product Options
      • Select the child products
      • Mark Required if needed
    7. Create Quote 

      Go to: 

      Accounts → Opportunities → Quotes

    8. Edit Line and Add Products 

      Open Quote Line Editor:

      • Click Edit Lines
      • Click Add Products
      • Select the Bundle Product
      • Click Select
      • Configure bundle options
      • Click Save

    Whenever the bundle product is added to the Quote, all associated bundle options/products are automatically created in the quote lines.

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I want to hide this Delete and Edit Option from Opprtunity product please share steps 

 

our internal users creation quote in CPQ and that same quote and line flow into opportunity and products but after that filed users editing or deleting the opportunity line items from the opportunity products  

Restricted Opportunity products line delete and Edit Option

 

 

 

#Trailhead Challenges

1 réponse
  1. 13 mai, 13:12

    @Kiran Kharade - Vashi Integrated Solution Ltd, this is a permission/security requirement, not just a UI change.

    In the standard Opportunity Products related list, Edit and Delete appear based on the user’s access. Removing the buttons from the page layout can hide some related list actions, but it is not a proper security control.

    For Opportunity Products, Salesforce has a special access rule: users need Edit

    access on the Opportunity to create or update Opportunity Line Items. Reference: 

    https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunitylineitem.htm

    If field users should not change Opportunity Products after CPQ sync, use one of these options:

    1. Remove their ability to edit the Opportunity after the quote is synced, if the business process allows it.
    2. Add a validation rule on Opportunity Product to block edits when the line came from CPQ.
    3. Add a before delete Apex trigger on OpportunityLineItem to block delete, because validation rules do not fire on delete.
    4. Use a custom permission, for example Manage_Opportunity_Products, so only CPQ/admin users can edit or delete lines.

    For the UI side, you can also remove the Products related list buttons from the Opportunity page layout, but do not rely on that alone. Reference: 

    https://help.salesforce.com/s/articleView?id=platform.customizing_related_lists.htm&type=5

     

    CPQ pattern is to make the Quote/Quote Lines the editable source and protect Opportunity Products after sync. Field users should update the quote, not manually edit or delete synced Opportunity Product records.

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Hi Team,  

I have create everything but still facing this error '

We can’t find the Revenue Cloud org with our sample data. Make sure you select the special Developer Edition org for Revenue Cloud from the Hands-on Challenge picklist.'

Model Name Discover and Configure Products

Challenge link is  https://trailhead.salesforce.com/content/learn/modules/efficient-sales-with-revenue-cloud/discover-and-configure-products

 

#Trailhead Challenges

7 réponses
  1. 29 juil. 2025, 11:53

    Hi, @Kanchan Bhujbal

     

    Make sure if you Connect Revenue Cloud Org into your Trailhead Profile and Check Challenge you use this org. 

     

    Click "3 dots" and select Revenue Cloud Org. If you can't see in list of your orgs Revenue Cloud Org, you can click "Connect Org"

    Hi, Make sure if you Connect Revenue Cloud Org into your Trailhead Profile and Check Challenge you use this org. Click2.jpgSincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ 

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I am completing the Hands on Challenge Flow Builder Logic "Define Multiple Paths in a Flow"

 

On the

2000kW path, add a Create Records element after the Get 2000 PBE element:

  • Label: Create 2000 Opp ProductCopy
  • API Name: Create_2000_Opp_ProductCopy
  • How to set record field values: Manually
  • Object: Opportunity Product
  • Set Field Values:
    • Field: Opportunity ID, Value: Triggering Opportunity > Opportunity ID
    • Field: Price Book Entry ID, Value: Price Book Entry from Get 2000 PBE > Price Book Entry ID
    • Field: Quantity, Value: 1Copy

 

******

Field: Total Price, Value: Price Book Entry from Get 2000 PBE > List Price******

 

Under this step when I select Total Price for the field, and then enter the following value. The response is a "Enter the number in a decimal format". Did I miss a step to allow me to complete the challenge?

 

 

 

#Trailhead Challenges

3 réponses
  1. 16 mars, 07:52

    Hi @Jordan Burrell

    - The error appears because Total Price only accepts a decimal value. Instead of typing anything manually, click Insert a Resource and select: 

    Get 2000 PBE > List Price

    Do not type text or numbers yourself. Use the List Price field from the Get 2000 PBE record, then save and activate the flow.

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I’m getting the following error:

I’ve created the EdgeMX

account, 

and I’ve created the

Office Supplies quote directly from the EdgeMX account record.

I’ve tried recreating both the EdgeMX account and the Office Supplies

quote multiple times, 

but no matter what I do, the error keeps showing up. 

Everything seems to be in place — so why doesn’t the error go away? 

 

#Trailhead Challenges

12 réponses
  1. 7 mars, 10:00

    FINALLY FIXED ::  

     

    I tried everything : new orgs, follow the steps, crazy settings, nothing worked. 

     

    This is what worked for me :  

    1. Created a new org  

    2. Price Sync 

    3. Under Edge MX , create new quote "Office Supplies" linked to "Office Upgrade" opportunity 

    4. Added only the Software products mentioned in challenge 

    5. Verify the challenge, Received Error : Laptop Pro Bundle is missing 

    6. Added the Laptop Pro Bundle and re-verified the challenge 

    7. WORKED. 

     

    In case it asks you to add mouse, you can do that and retry. It did not ask for me. 

    I believe there is an issue with the Mouse product pricing, which can be fixed by the steps  

    share by 

      

    @Jayaprakash .

     

    Hi , check the following

    1. Activate Standard Attribute Based Adjustment
    2. Copy Standard Attribute based Adjustment Id and update the  AttributePASIdConstant resource in Pricing Procedure.
    3. Refresh Attribute Discount Entries Decision Table

    Also try creating a new quote. 

     

    FINALLY FIXED :: I tried everything : new orgs, follow the steps, crazy settings, nothing worked. This is what worked for me : 1. Created a new org 2. Price Sync 3.

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Hi Everybody, 

 

I am trying to complete the Work with Quotes Trailhead but even if I have 20 Mouses in the cart I am displayed error on this when I verify the results. Do you know how to unblock the situation? I recreated 3 orgs, not sure what I am missing 

 

Thank you!  

Stuck with Work with Quotes Trailhead

  

image.png

 

#Trailhead Challenges

5 réponses
  1. 4 déc. 2025, 08:01

    Make sure you’ve actually created the Quote from the Opportunity and synced it, then add the 20 “Mouse” products on the Quote Line Items, not just the Opportunity Products. Trailhead checks the synced quote details, so if it’s not synced or the quantity isn’t set there, it’ll fail.

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When I try to generate a quote I get the following messages/errors 

 

Here are the details of the quote:

  • Quote Name: Quote 12 for Office Upgrade
  • Quote Number: 00000033
  • Syncing: No
  • Opportunity: Office Upgrade
  • Account: EdgeMX
  • Grand Total: GBP 0.00
  • Status: Draft
  • Proposal Duration: Short
  • Proposed ACV: Low
  • Subtotal: GBP 0.00
  • Discount: 0.0%
  • Total Price: GBP 0.00
  • Created Date: 02/02/2026
  • Last Modified Date: 02/02/2026

Let me know if you need further assistance! 

 

******************************* 

 

The quote was created successfully, but there was an issue adding the product to the quote. Here's the quote link for reference.

 

*****************************

I have tried syncing 10 times.  I have closed down the Org and relaunched it and I have tried syncng and waiting 48 hours but all to no avail.   

 

Has anyone else experienced this issue?  If yes, what did you do to overcome it?   

 

Thanks 

Andrea 

 

 

#Trailhead Challenges

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I'm in the quoting agent activity - in steps to achieve Agentforce Innovator '26 and when I submit "Please create a quote for the EdgeMX account for Laptop Basic Bundle for 2 units for the Office Upgrade opportunity.", I receive the error "I encountered an issue while adding the product to the quote. Here's the error message: Could not find product with ID: 01tbm00000K33MEAAZ. Let me know how you'd like to proceed.

Could not find product with ID: 01tbm00000K33MEAAZ" 

 

#Trailhead Challenges  #Agentforce

3 réponses
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