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#CPQ2 discussing

Is there a way to remove / hide delete icon on certin product family (or products) so once Sales Rep add the proudct they cannot remove it or change it? How this can be achieved?

 

_img alt="Delete" src="https://kemxp52623.i.lithium.com/t5/image/serverpage/image-id/507i7CFACCD7A2113F62/image-size/original?v=mpbl-1&px=-1" /_ Delete Button 

 

 
11 answers
  1. Mar 24, 5:50 PM

    By default, it is not possible to remove delete button from certain quote lines. It is somewhat surprising that Salesforce CPQ doensn't allow configuring a filter to hide specific buttons at the Quote Line level. 

     

    The only target object that supports evaluating a Custom Action Condition for a Custom Action displayed in the QLE (Quote Line Editor) is Quote. The documentation states: "Custom actions can’t be conditionally shown or hidden on specific lines." 

     

    I emphasize "only target object" because, when selecting Product as the target object, the documentation specifies: "Conditions can evaluate product fields only if your custom action appears in the configurator.”  

     

    There are many use cases where preventing the deletion of a specific Quote Line would be extremely valuable.  

     

    For instance, consider a Quote Line that represents transportation costs. This line (always one per Quote) is automatically added using a Product Rule, and its populated automatically through Price Rules. If you have a button that allows users to delete lines, it would be ideal to block deletion of this line, since every Quote containing products must include this cost. 

     

    What other options do we have?

     

    One alternative, although it result in a poor user experience, is to cerate a validation type Product Rule. The problem is that this doesn't prevent the Quote Line from being deleted. Instead, once the user deletes the line and attempts to save, a validation error appears. To save successfully, the user would have to manually re-add the deleted product. 

     

    From there, I considered creating a Product Rule that automatically re-adds the missing product. However, after several tests, I was unable to make this work. Based on the documentation, it never going to work: "Quote-scoped product rules run only during product selection or bundle configuration. If the product rule’s error condition is based on quote or quote line data, Salesforce CPQ doesn’t evaluate the error condition until quote lines are added, which can require a second save during product bundle reconfiguration or product selection."

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Kugamon v9.3.5 is now available. 

 

This release includes fixes that improve accuracy and consistency across invoicing and product management. 

 

Fixes: 

- Resolved an issue where the Online Invoice Template did not display two decimal places for the Past Due Message Amount. 

- Fixed inconsistent Product SKU support across Manage Catalog, Manage Kit/Bundle, Manage Configuration, and the Quote and Order Lightning Configurator. 

 

These updates help ensure cleaner data, consistent product handling, and more reliable invoice presentation. 

 

Have questions or feedback? Drop us a comment below. 

 

Cheers, 

Customer Success Team 

 

  #CPQ #Quotetocash #Kugamon #SalesforceApps #SaaSInnovation #New Releases

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Kugamon v9.3.4 is now here. 

 

This release focuses on improving pricing accuracy, service line consistency, and configurator behavior across Quote and Order workflows. 

 

Fixes and Updates: 

- Resolved an issue where the Quote & Order Import Lines function did not use the Price Book Entry Price for Sales Price when Sales Price was blank and List Price was defined. 

- Fixed an issue where Import Lines did not respect Service Line List Price and Service Term Behavior values. 

- Corrected behavior so Order Service Line List Price and Service Term Behavior now properly inherit values from the Quote during Order creation. 

- Added support for Tiered Pricing on Kit/Bundle members in the Quote and Order Lightning Configurator [Edit Lines]. 

- Updated available values for the Payment Type picklist field. 

 

These updates ensure greater consistency and reliability across pricing and service configurations. 

 

Have questions or feedback? Drop us a comment below. 

 

Cheers, 

Customer Success Team 

 

#CPQ #Quotetocash #Kugamon #SalesforceApps #SaaSInnovation #ReleaseUpdate 

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Kugamon v9.3.3 is now available. 

 

This release includes a targeted fix to improve consistency and reliability in your quoting and ordering workflows. 

 

Fix: 

• Resolved an issue causing inconsistent Product SKU support in the Quote and Order Lightning Configurator [Add Lines]. 

 

This update helps ensure accurate product selection and a smoother experience when building quotes and orders. 

 

Have questions or feedback? Leave a comment below. 

 

Regards, 

Customer Success Team 

 

#CPQ #Quotetocash #Kugamon #SalesforceApps #SaaSInnovation #ReleaseUpdate 

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Kugamon v9.3.2 is now available. 

 

This update includes an important fix to improve accuracy and control in your invoicing workflows. 

 

Fix: Resolved an issue where additional charges or credits could be added to cancelled invoices. 

 

This fix helps ensure invoice integrity and prevents unintended financial adjustments. 

 

Have questions or feedback? Drop us a comment below. 

 

Cheers, 

Customer Success Team 

 

 #cpq #Salesforce #kugamon #saasinnovation #ReleaseUpdate

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Kugamon v9.3.1 is live! 

 

We’re continuing to enhance your Quote-to-Cash experience with a powerful new invoicing capability. 

 

New Feature: 

Added a Replacement Lightning [Manage Charges/Credits] function to Invoices. 

 

This update makes it easier to manage invoice adjustments quickly and accurately — all natively within Salesforce. 

 

Have questions or feedback? Drop us a comment below! 

 

Cheers, 

Customer Success Team 

 

#cpq #quotetocash #kugamon #Salesforce #SaaSInnovation #ReleaseUpdate

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New Video Series: Kugamon + Cirra AI on YouTube! 

 

We’re excited to launch a brand-new Kugamon & Cirra AI video series designed to help you get the most out of your Quote-to-Cash workflows — in Salesforce

 

In this series, you’ll learn how to: 

✅ Get set up quickly and confidently 

✅ Create and manage quotes with ease 

✅ Create and manage orders seamlessly 

✅ Streamline your revenue operations with Kugamon and Cirra AI 

 

Whether you’re new to Kugamon or looking to level up your Salesforce CPQ processes, these videos are built to guide you every step of the way. 

 

📺 Check out the full series on our YouTube channel and start optimizing: here

 

#Kugamon #CPQ #Quotetocash #RevenueOperations #RevopsWith

1 comment
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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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🚀 Kugamon v9.3 is here!

 

This release introduces powerful new Lightning components and usability enhancements to streamline your

Quote-to-Cash

workflows end to end. 

 

New Features:

  • New Quote Checklist Lightning Component with Generate Order capability
  • New Order Checklist Lightning Component with Release Order capability
  • New Product Snapshot Lightning Component
  • Added support for Product SKU across Manage Catalog, Manage Kit/Bundle, Manage Configuration, and Quote & Order Lightning Configurator

Enhancements:

  • Updated Online Order Acceptance Contact Capture to support Contact field character limits
  • Updated Product Catalog “Active” checkbox formula and help text
  • Improved Add Lines flow to skip Product Catalog selection when only one active catalog exists

🛠 Maintenance:

  • Refactored and deprecated unused Protected Custom Settings

More guidance, more clarity, and faster execution — all natively in Salesforce.

Have questions or feedback? Drop us a comment below! 

 

Cheers, 

Customer Success Team 

 

#CPQ #QuoteToCash #Kugamon #SalesforceApps #SaaSInnovation #ReleaseUpdate

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I have the Description (renamed Comments) field as a column in my output document, but it sometimes adds a line break above the text which makes it look weird. Any idea why it's doing this and how to stop it? Thanks! 

 

CPQ description adding line break in output document
7 answers
  1. Dec 6, 2018, 5:14 AM
    Hi Nathan,

     

    We ran into a similar issue with one of our fields. In our case, the text field was a rich text field. When looking at the field content using the developer console, the text has paragrap tags around it. Like this:

     

    <p>Commment</p>

     

    In our situation it was field on a separate line of the table. We were able to resolve / workaround the issue by setting a negative value for the "Top Margin".

     

    Sven
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