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#CLM0 discussing

Hi!  

 

I am currently trying to go live with an SOW using cpq/clm.  

 

I have a process setup to go from Opp --> Quote --> SOW Contract record --> CPQ Contract record.  

 

I have a flow that checks off the "Contracted checkbox" on the Opportunity record when the SOW contract is activated. As a result, the CPQ contract record is then created.  

 

My issue is that the contract checkbox is being checked but there is no contract generated. It works properly in UAT but I can not seem to get it to work in prod.  

 

When I try to force the contract generation by manually checking the "contracted" checkbox myself I get the following error: SObject row was retrieved via SOQL without querying the requested field: SBQQ__QuoteLine__c.SBQQ__EffectiveSubscriptionTerm__c (I posted an image below). I'm not sure if it's related to my issue or not.  

 

I also included an image of what the Opp record is supposed to look like. 

 

I'm not sure if I am missing something in UAT or if I failed to activate something. Any help is appreciated! I am going crazy!  

 

Thank you!

Hi! I am currently trying to go live with an SOW using cpq/clm. I have a process setup to go from Opp --> Quote --> SOW Contract record --> CPQ Contract record.Opp record.png

 

 

 

 

 

#CPQ  #CLM

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3 answers
  1. Apr 9, 2024, 10:23 PM

    Hi ,

     

    I think it is a ZIP file containing the XML files you created for mapping.

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I am looking to send out automatic emails regarding an inactive agreement to the requestor. I would like for it to send after 3 days of inactivity since the agreement's creation date. It seems that it could be done in the workflow setup but not too sure how to proceed

 

#Apttus CLM #CLM #Conga #Conga Email Template #Apttus #Salesforce #Salesforce Admin #Salesforce Administrator #Salesforce Admin Certification #Salesforce Knowledge

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My company (transportation) is currently in the comparison process of identifying which CPQ system fits best. We currently have Sales Cloud and Conga (CLM) integration. We have identified two CPQ solutions; Salesforce and Apttus. I'm looking for a unbiased customer reference. Anyone work with Salesforce CPQ want to share any feedback on their pros and cons of this solution? As well as anyone who may have experience with Apttus in their past lives have any feedback to share? 

6 comments
  1. Aug 20, 2020, 4:20 PM
    Understanding you feel that your org might not quite be ready yet, I think you’d find value in taking a quick look at our product, allowing us to answer any questions you may have while helping you envision how a tool like Spekit can enhance some of those training decks & quick guides you are already referencing. Would you be open to connecting?
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