Hi Kim, as far as I know, the Refresh Pricing functionality does not have an API that you could programmatically call. Instead, as you have indicated, some human being has to click on the Refresh Prices button for each quote that needs to be refreshed.

This being said, I think you can batch the process. The first thing to understand is that… Read more

Using a separate field to test for your read-only vs read-write state is indeed another way to go. In essence, you would be using a custom field to track the prior value/state of a piece of data. You can then use this custom field in your validation rule. This would replace the PRIORVALUE function provided by Salesforce. I actually use this…

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Hi Rachel,

You are correct, the search engine is applying a logical AND between all filters. Also, because you use a multi-select picklist, you will need to use a “CONTAINS” type of operator for your comparisons.

The answer to this problem is to implement the Product Search plugin. A specific method in this plugin allows you to replace…

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Hi Kim,

Did you try leveraging PRIORVALUE in your validation rule in addition to ISCHANGED?

I am thinking that if the status is “Dropped” and is not changed, a specific behavior should happen; on the other hand, if the status is “Dropped” and the status is also changed, a different behavior should occur.

FYI: I moved your post to the “Salesforce…

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So after testing, I was able to observe the following:

• The uplift is properly applied to the additional discount field as a negative discount by amount
• The customer price does not reflect that negative discount

Therefore, this is a serious bug since the math on the quote line no longer works!

This can be addressed by doing what most companies end…

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Hi @gaurang-patel . Yes, this is expected behavior with the non-discountable flags.

When creating a renewal quote, CPQ is indeed mixing the uplift effect with the additional discount in the price waterfall. That’s a behavior that many people (including me!) don’t like.

In this context, I don’t remember ever trying to renew with uplift when using…

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The article you reference confirms my own investigation. The field is uneditable by design. Strange choice from Salesforce, IMHO!

I did some basic investigation: in my RCA org, the Product Type field is editable for almost all profiles. However, it’s a pick list with only one value called “Bundle”. The only other possible value is BLANK.
Even with Salesforce Inspector, you can’t modify that field.

The picklist field is also defined as restricted, and you are not allowed to…

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@tsenko-aleksiev I was not aware of this annoying limitation.

Have you tried to update this Type field via data loader instead of trying to do it directly in the UI? Sometimes, such limitations are UI-driven and they don’t apply to the data model itself.

Hi @kim-draeger-arries , I have seen similar situations in the past. There is no problem using MDQ with pricing injected from price rules. Your current rules might work just fine with MDQ without making any MDQ-specific adjustments.

Just remember that bundles (virtual or not) cannot be segmented.

Also, since you are talking about setting the…

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Hi Kim,
As an FYI, I moved your post to this forum.

Swapping out products directly in subscription records is against best practices, or at least unconventional! The normal process is renew the prior product into a different product (using the Renewal Product field on the Product record, or by modifying the renewal quote manually as appropriate…

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Hi @rachel-linder , I have not done this in a long time but if I remember correctly, the filter needs to be defined on the custom lookup field itself. That field being defined on the Product Option object, you will be limited in how you can filter, based on the other fields available on the Product Option object. For example, the Quote object…

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Thanks @gaurang-patel . That is something I will definitely explore. It seems to address some limitations from the prior Ramp functionality.

Implementing a Configure, Price, Quote (CPQ) solution is a major milestone for any sales organization. But success doesn’t come from go-live—it comes from adoption. Measuring how effectively your teams embrace and use CPQ is essential to realizing ROI, driving efficiency, and improving quote accuracy. The challenge is knowing what to measure and…

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I was recently exploring ramp deals in Salesforce RCA and found some important differences with Salesforce CPQ.

In SF CPQ, the main restriction is that bundle products cannot be segmented (i.e. ramped)

In SF RCA, I found the following limitations:

• Bundle products cannot be ramped
• Child products in a bundle cannot be ramped
• Products with…

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Revenue recognition is dependent on how you define your performance obligations, per ASC606 regulations.

For most one-time products, the performance obligation is achieved when the product is delivered/fulfilled. For example, a physical product might be considered delivered when it leaves your warehouse, a.k.a. when it is shipped. More…

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Hi Rachel, just like many other fields on the Product object, the Salesforce Billing fields are twinned (copied) from the Product record to the Quote Line record at the time you add the product to the quote.

Changing the fields on these 5 products (Product2 object) will have no effect to existing quote lines.

You can either remove such products…

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You are correct. Using quote line groups allows you to specify a different term for each group, using Start Date and either Subscription Term or End Date. The QLE will automatically calculate the number of segments within each group.

Hey Aleksander, I have seen this use case. You can create a custom formula field on the Quote line that returns SBQQ__ProductOption__r.SBQQ__Feature__r.Name. Then you should be able to use that custom field in your price conditions. Obviously, your price rule needs to target the Calculator for this to work!

This is a fairly common use case actually. At the end of the day, you need to determine how data entry will be done between using multiple fields (street address, city, zip/postal code, state/province, country), or a single field which could be a text area field, or a lookup to an Account (or a custom object) that represents the…

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You just confirmed what I was suspecting, and you found a pretty good way to address the separate orders between the cancel and replace parts of such transactions. At the cost of additional complexity and customization.

Thanks @gaurang-patel for sharing your story. Indeed, you point out some common scenarios that have limited support with the Cancel & Replace package and therefore the need for its customization. MDQ is definitely adding layers of complexity across the board, despite being a really powerful tool for ramp and escalator deals.

How do you feel…

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We deployed some small enhancements to the User Interface throughout the site.

More specifically, the top navigation works better for a larger number of screen size options. For example, at HD resolution (1920 x 1080) or greater, all options should be visible without showing a 3-dot dropdown menu item.

Yes, that’s the expected behavior. I usually create a custom field that I add to the Calculating Fields fieldset, and make sure every loaded quote gets a unique value in it, such as a datetime field that you set to TODAY(). Once the load is complete, you can delete that custom field, unless of course you execute such loads on a regular basis.

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If you disable the triggers, the price rules and QCP plugin will no longer execute, until you re-enable them.

This is true when using SBQQ.TriggerControl.disable() (programmatic approach) or when disabling triggers in the package settings (manual approach).

It is recommended, after loading Quote, Quote Line Group, and Quote Line data with the…

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In Salesforce CPQ, we have many different artifacts we can use to control product configuration dependencies and exclusion. Some are redundant actually, but that gives us flexibility in design choices.

Here how I prioritize the use of such artifacts when making design decisions:

1. Product Features: min/max options
2. Product Options: quantity…

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The subscription business model is big and is getting bigger every day. In my last few hundred Salesforce CPQ projects, only a handful did not have to deal with subscriptions, contracting, amendments, or renewals.

What I discovered is that many people fear amendments. But I also found out that many companies create unnecessary complexities in…

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Social Groups can be a powerful tool for communication between members. The group organizer controls many aspects of the group, define the group roles (Organizer, Moderators, Members) and what they can do within the group.

This article describe the major aspects of a Social Group and suggests some beneficial uses for Social…

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If you are an Pro or Corporate member, you can create your own social groups.

Social Groups have a large variety of tools available to allow an organizer to provide a rich community experience to its members. Please read through the article to discover some of these features and how you can control what is available for each group you want…

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In CPQ Mastery, there are many different ways you can communicate with other members. Communication is important as the ability to connect and communicate creates a network of relationships within the platform and creates a sense of Community.

Some of the functionality described here are only available to Pro and Corporate members.

Here are…

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We plan to implement gamification features on the CPQ Mastery platform. Here are some ideas we are brainstorming about:

• Permanent or seasonal gamification campaigns with specific goals to attain
• Earn badges based on participation in the different aspects of the community (registering, renewing your membership, daily logins, posting in feeds…

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We are considering incorporating an online booking system for the following situations:

• Register for upcoming webinars or online classes
• Book sessions after purchasing professional services offered by CPQ Mastery
• Calendar of events, and registration to events

Let us know your interest in this initiative, and suggest additional ideas that would…

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We are planning to create a mobile app for CPQ Mastery to give you access to the platform on the go. The mobile app would be available on both the App Store and Google Play.

Let us know if you have an interest in such a mobile app and how you would use it compared to a web browser.

Discussion Forums are the ideal place to share knowledge on an asynchronous basis.

There are two types of forums:

• Independent Forums: all members can access independent forums.
• Group Forums: forums associated with a Social Group, which can be accessed only by members of the Group.

Independent forums can be organized in a hierarchical…

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