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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The 5 Minute Time-Based Workflow (or 15 Minute, or 30 Minute…)
This was originally posted here. But I wanted to re-post it to save it in case it ever disappears. This is also not super CPQ related but VERY helpful! Salesforce workflows come in 2 flavors – real time and time-based workflows. Time-based workflows are evaluated at the time interval you set – some number of hours or days after …
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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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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 …
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