Salesforce CPQ

1. The user adds a parent product in the Quote Line Editor (QLE).
2. Custom QLE JavaScript detects the addition of the parent product.
3. The JavaScript evaluates the applicable shipping rules stored in a custom Salesforce object.
4. Based on the matching rules, it adds the corresponding dependent shipping product to the current QLE model.
5. The dependent shipping product should become visible immediately in the QLE, without requiring the user to save the quote or reopen the Quote Line Editor.

Current Issue: The dependent shipping product is being added to the QLE model, but it is not displayed immediately. It only becomes visible after saving and reopening the QLE. The objective is to make the product appear dynamically as soon as the parent product is added.

Hi All,

Currently, I'm updating our Oracle CPQ manage package to 8.6 version from 7.0 version.

The new version requires install two manage package. This process is already done and now i'm migrating some apex classes and test classes.

When I'm running my test classes, I'm facing next issue:

caused by: cafsl.DataSetService.DataSetException: Could not load the transaction; integration settings are missing.

I'm already creating a record of cpq site settings and embedded cpq site setting in my test classes and it's still failing. Does anyone know what I need to create?

Thanks

@Salesforce CPQ 

@* Salesforce Revenue Cloud * 

Once invoices are generated, how are you managing payment reminders, dunning, and collections follow-up? Custom Flow/Apex, a third-party AR tool, or still manual chasing in Service Cloud or spreadsheets?  

Disclosure: I work on Quick Receivable, an AR automation app for Salesforce. Genuinely curious what teams here are doing post-invoice, not trying to pitch anything. 

Using Enterprise Edition with CPQ. On a CPQ quote a sales rep pushes a custom button to book the order, which creates a case that moves on to Contracts, then the Sales Order team for entry into the ERP. There is a one-to-one lookup relationship between CQP Quote and Case. On the case, once the Sales Order teams confirms the quote is good, I would like to put a button or a checkbox on the case that runs a flow that goes to the quote and checks the box Ordered, which creates an order. The flow should then get the newly created order and do the same actions that clicking the Activate button does. I suspect it runs the two CPQ Apex triggers, on named OrderTrigger and the other named OrderProductTrigger. The main question is, would this take care of all the things that the order's Activate button does if you select it manually? Any other advice on how to "press the Activate button" via automation rather than manual action?

Hello All,

We have been working with the CPQ API for some time now, and are only recently leveraging the QCP JavaScript plugin. 

What i'm curious about and find odd is that when we do a database insert of quote lines for a quote, and then use the CPQ API to save/calculate the quote within Apex, i'm not seeing any signs that the JavaScript QCP is executing. 

So my question for anyone how might be familiar with QCP, does it execute when saving the quote and initiating calculate outside of the Quote Line Editor? 

The calculation sequence suggests that the plugin(s) run whenever calculation is initiated, but this isn't what I'm observing. Instead I only see the script execute from directly inside the quote line editor when either Save, Quick Save, and Calculate are clicked.

I've also noticed that when a new quote is created on the renewal opportunity which is initiated when the "Renewal Quoted" checkbox is checked on the contract, the plugin JavaScript is executed as the new quote is created. 

Thanks for your help.

I'm trying to disable the billing trigger for a specific usage type. CPQ uses the standard trigger to roll usages into the usage summary—any suggestions? 

I need to diable billing triggers from apex, if usage have type field equals to rebate. we are creating usages using scheduler apex.

I have a use case where a product is discountable, however it can only be discounted to 10%. If a user puts in a Quote line group of 50%, every line can be discounted to 50%, however, the line that contains this specific product, must have its discount capped at 10%