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. Configure and Administer a Salesforce CPQ Solution (CPQ301)Discover how to configure …
Continue reading CPQ Training
Category:CPQ
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 …
Continue reading CPQ Implementation Project – Guide
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 …
Continue reading 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.
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 …
Continue reading CPQ – Amend MDQ Past First Segment
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 …
Continue reading AUTO-POPULATE Fields on Quote Creation
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 …
Continue reading Generating a Document: Error generating document: Bad Request
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 …
Continue reading CPQ Spring ‘19 – Delete SBQQ__Opportunity__c from the Quote Object.
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, …
Continue reading CPQ Self Service
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 …
Continue reading Legacy Data Import Process
Hello World!
Hey folks! Here’s our first article! Welcome! Why CPQ?I have wanted to write a CPQ blog for a very long time. There are a few articles already in the hopper almost ready to publish. I started working in the CPQ space a few years ago, taking the 211 course straight out of the gate. I …
Continue reading Hello World!