CPQ Training

There are two training resources available to you offered by Salesforce. Salesforce Training and Trailhead. Salesforce TrainingAt the time of this writing, you get a free seat in both the CPQ-201 and CPQ-211 courses offered by Salesforce. There is also a CPQ Billing course. Salesforce CPQ Admin Essentials for New Administrators (CPQ-201)CPQ-201 is a hands-on …
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CPQ Implementation Project – Guide

Introduction Many folks have asked, “How do we even start our CPQ project?”. This is a great question. It can be daunting to think about all of the things you’re going to need in your system. Here is a guide to help you kick off and run your CPQ implementation project.  Also this:  I like …
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No such column ‘LastViewedDate’ on entity SBQQ__. If you are attempting to use a custom field, be sure to append the ‘__c’ after the custom field name. Please reference your WSDL or the describe call for the appropriate names.

Wow this is a long article name. But it’s appropriate! This message can be seen throughout the Line Editor screen and/or the Documentation Generator screen. The above screen cap shows Quote Line Group as the culprit. But there are common others such as, but not limited to: Quote Line, Product Option, and Product Feature. What …
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CPQ – Amend MDQ Past First Segment

The ProblemIf you’re dealing with amendments on MDQ products, you may have realized you can’t do this… Click Amend on Contract Set Start Date past first segment Save Quote You get the below error: The AnswerHuzzah! There is an answer! The answer is… Contract -> Amendment Start Date Set Amendment Start Date on Contract past …
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AUTO-POPULATE Fields on Quote Creation

Repubished from here: https://learningsalesforcecpq.com/2018/09/19/auto-populate-fields-on-quote-creation/ A specific set of fields on Quote can be auto-populated from the associated Opportunity and Account at the time of creating a new Quote. If you do not do the necessary setup, sales reps would spend time re-entering Quote fields which were already filled in at the time of creating Opportunity and Account. Salesforce CPQ provides a Field …
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Generating a Document: Error generating document: Bad Request

If you’ve ever got this error when generating a document, you probably have less hair than you did before generating the document. There are multiple reasons this could happen: HTML tags in a Quote Line Line Column field in the lines section Template Content. One of your HTML Template Content records has a reference to …
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CPQ Spring ‘19 – Delete SBQQ__Opportunity__c from the Quote Object.

When version 26 of Salesforce CPQ + Billing was introduced in September 2016, the SBQQ_Opportunity_c field was replaced by SBQQ__Opportunity2__c. This field allows you to maintain the relationship between Quotes and Opportunities, and the introduction of SBQQ_Opportunity2_c allowed users to create quotes without first requiring to have an Opportunity record in place.  Both SBQQ__Opportunity__c and …
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CPQ Self Service

It looks like there is a need for some guidance here.  Sorry I have been dormant for the last while.  Busy busy with CPQ configurations and a growing company!  😀  As far as CPQ Self Service goes: This is not out of the box and when this link references Self Service with a Customer Community, …
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Legacy Data Import Process

Once you have your CPQ implementation all set, you will have to figure out a process to import legacy data. This could be importing data from another system into SFDC or importing data from another SFDC object (such as the old Quote object) into the CPQ setup. First, let’s look at a simple general flow …
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