Step not yet complete in Wise Badger Playground Couldn't find field labeled 'Discount Percentage' on the opportunity object. Okay so i have made up the email template API by myself as the auto generated ones were showing the errors and this is what i have done with the Discount percentage as it was already created and if i was changing the existing one it was affecting the existing data. What should I do?
#Trailhead Challenges
i have an issue that when i click on check challenge to pass it , it keeps says that we can't find an approved contract .
however i created contract for the quote mentioned in the challenge , also i did it from the dropdown menu "create contract" , i chose the correct template and i approved it .
yet it is recognized by the challenge that the contract is approved .
#Trailhead Challenges
To fix the 'we can't find an approved contract' error in the create and submit contracts hands-on challenge, you need to ensure that the contract status has moved completely through the approval process and updated on the record
Best CPQ App on AppExchange in 2026
Choosing the best CPQ App on AppExchange has become more important than ever as Salesforce customers modernize their quote-to-cash processes. With Salesforce CPQ reaching End of Sale and the evolution of AppExchange into AgentExchange, businesses are looking for scalable, AI-ready, and Salesforce-native solutions that can simplify pricing, quoting, contracts, billing, and order management.
In this guide, we'll explain what to look for in a CPQ solution, compare the leading options, and help you identify the right platform for your business.
Why CPQ Is Essential for Modern Sales Teams
Configure, Price, Quote (CPQ) software helps sales teams create accurate quotes quickly by automating product configuration, pricing rules, approvals, and proposal generation.
Without CPQ, organizations often rely on spreadsheets and manual approval processes that lead to pricing errors, inconsistent discounts, and delayed sales cycles.
A modern Salesforce-native CPQ solution enables businesses to:
AppExchange Is Now AgentExchange
Salesforce has unified AppExchange, Slack Marketplace, and Agentforce capabilities into AgentExchange
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For businesses searching for the best CPQ App on AppExchange
, the marketplace still offers trusted Salesforce-native and partner-built solutions, now within an AI-first experience.
How to Evaluate the Best CPQ App on AppExchange
Not every CPQ solution offers the same capabilities. Before making a decision, consider these factors:
1. Salesforce-Native Architecture
Native applications run directly on Salesforce, eliminating data synchronization issues, reducing maintenance, and providing a consistent user experience.
2. End-to-End Quote-to-Cash
The best solutions go beyond quoting by supporting:
This minimizes the need for multiple disconnected systems.
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Implementation time can vary significantly. Look for solutions that can be deployed quickly while minimizing business disruption.
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Your CPQ platform should support future growth, including subscription pricing, usage-based billing, multi-currency operations, and AI-driven automation.
5. Total Cost of Ownership
Evaluate not only licensing costs but also implementation, integrations, maintenance, and long-term operational expenses.
Leading CPQ Solutions on AppExchange
Several applications stand out in 2026 based on functionality and business requirements.
Cloudy Business Ops 360
Cloudy Business Ops 360 provides a Salesforce-native platform that combines CPQ with inventory management, procurement, warehouse operations, billing, and fulfillment in a single application. Instead of managing multiple disconnected tools, businesses can operate the entire quote-to-cash lifecycle from one Salesforce environment.
Salesforce Revenue Cloud
Revenue Cloud is Salesforce's strategic successor to Salesforce CPQ, offering native pricing, quoting, billing, subscriptions, and revenue lifecycle management. It is particularly suitable for organizations planning long-term modernization on the Salesforce Platform.
DealHub
DealHub focuses on guided selling, collaborative Deal Rooms, and faster proposal creation, making it a popular option for SaaS organizations with relatively simple product configurations.
Conga CPQ
Conga CPQ is widely adopted by enterprises that require advanced document generation, contract lifecycle management, and highly configurable proposal workflows.
Native vs. Integrated CPQ Solutions
One of the biggest considerations is choosing between a Salesforce-native application and a connector-based solution.
Native applications typically provide:
Connector-based applications can still be valuable, but they often require additional integration and ongoing maintenance.
How to Select the Right CPQ Platform
Ask these questions before investing:
Answering these questions helps narrow the list to solutions that align with your operational requirements.
Final Thoughts
Finding the best CPQ App on AppExchange
is no longer just about generating quotes. Businesses now expect a platform that manages the complete revenue lifecycle—from product configuration and pricing to contracts, billing, fulfillment, and AI-powered automation.
As Salesforce continues investing in AgentExchange and intelligent revenue management, organizations should prioritize Salesforce-native solutions that reduce complexity, improve operational visibility, and scale with future business growth.
Before making a final decision, compare features, implementation effort, pricing, customer support, and long-term scalability. A well-chosen CPQ solution can significantly improve sales productivity, reduce quoting errors, and accelerate revenue growth for years to come.
#Salesforce Developer #Salesforce Admin #Agentforce #Trailhead #Trailhead Challenges
Hi Team,
I am getting the below error as part of the Trailhead Module for Build a Discount Approval process. I have created the field.
Error: "
Couldn't find field labeled 'Discount Percentage' on the opportunity object."
Hi ,
Well, open Opportunity object --> Open Discount Percentage in Fields and relationships --> click Set Field - Level Security and then deselect Standard User and System Administrator checkboxes and then save and then try to verify the challenge.
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000E0UZLSA3
The challenge is:
Create an IT Leaders Step for New Data Integration Requests
Create a third step on the New Enhancement Request approval process. Do the final configuration to allow users to submit the Enhancement Request records for approval.
I am getting the error:
The second approval step needs some configuration in reference to the third approval step when records don’t meet the criteria.
Not sure what that configuration may be. I thought the configuration necessary would be to add to the filter in Step 2 - but that does not seem to be enough. What am I missing?
#Trailhead Challenges
Below is task to approval process
#Trailhead Challenges
@Prashant Patil Add the Discount Percentage custom field in the opportunity object and then it'll be available in that dropdown as show below:
I believe the problem was caused by putting an action in the wrong section. I deleted it, and added it correctly, or at least I think it's correct. But the challenge doesn't seem to think so.
I'm getting the following message.
The final approval is not configured correctly for 'Discount Approval Process'. Approving the opportunity did set the opportunity's Approval_Status__c field value to 'Approved'.
The problem was that I deleted the action and created a new one. I should have just added an existing action to move it to the correct section. By creating a new action, the verify logic did not see the correct code.
I started over in a new org, and did the steps correctly and got the badge. All the steps look the same, except I carefully put them in the right spot from the beginning, and didn't attempt to create a second action that does the same thing.
Hello fellow trailblazers, on module " Create Initial Submission Actions" even though I have followed the steps. it keeps telling me that the conditions are not being met. Anyone else had this problem? Thank you for your help! #Trailhead Challenges
Hi Alejandra,
I have reviewed the issue in your org and it seems there is another custom field created with the name Discount Percent and it was selected in Approval Process Entry Criteria. I have changed it to the Discount Percentage field and now the challenge is working as expected. May I request you to please verify the challenge and hopefully it works now.
Let me know if my answer helps you and mark it as the best answer. Thank you!
Best Regards,
Ravindra
The case approval process assigns case to a queue. I have to fetch the queue id to which the case is assigned to. How to implement this in a Flow or Apex code. The owner id doesn't change when case is assigned.
#Trailhead Challenges
In a standard Salesforce Approval Process, when a record is submitted for approval and routed to an approver (whether a User or an Approval Queue),
Salesforce intentionally locks the record and leaves the original OwnerId exactly as it was.
Instead of changing the Case record itself, Salesforce creates a temporary, background data record to track who is currently responsible for approving it.
After the
Case is submitted for approval
1) Find the Process Instance associated with that Case Approval Request
Get Record Object --> ProcessInstance
Process Instance. Target Object ID = Triggering Case. Case ID
2) Get the Work Item from the approval request
Get Record Object --> Approval Request (ProcessInstanceWorkItem)
Process Instance ID = Process Instance from Previous Get Item.Process Instance ID
3) Grab the Actor ID from the previous Get Records item