Salesforce CPQ: Sharing Quotes based on Opportunity Team Members
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by Dennis
1M ago
Let’s think about the concept of using Apex to create bulk sharing operations, which is a fundamental aspect of implementing Apex Managed Sharing in Salesforce. Apex Managed Sharing is designed to programmatically share records when declarative sharing rules do not suffice, especially for custom objects or complex sharing requirements that can’t be addressed through Salesforce’s standard sharing model. Here’s how you can apply the concepts from this concept to share Salesforce CPQ (SBQQ__Quote__c) quotes based on Opportunity Team Members: Step 1: Define a Custom Share Reason (If Needed) First ..read more
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CPQ Quote – Monthly Recurring Revenue – Double Calculate Issues
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by Dennis
2M ago
This is a post about how to configure the calculation of the ever fun loving MRR field! Every customer calculates a field like this (MRR, ARR, NRR, etc) differently! And their tech stack that does the actual calculation is usually a conglomeration of various automations that probably don’t work well together. Below is an example of such a build. There are rollup fields, user editable fields, formula fields, flow injected fields and price rule injected fields. Normally, when I encounter a setup like the example below, I would just redesign the calculation from scratch and remove the existing se ..read more
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Salesforce CPQ: Line Editor: Error: Unable to serialize a map with a null key.
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by Dennis
2M ago
What?! I have no idea what I did. And now I’m getting this error. Holy hell. Nothing I do seems to fix it. I disabled all my rules and my QCP and removed all products but the quote still shows this error when I save even an EMPTY line editor. What gives???? You deleted an MDQ dimension. Go restore it from the recycle bin. Then remove that product from your quote. Then delete the dimension again. Then add that product back to your quote. It’s best to retire old MDQ products and make new ones that aren’t MDQ instead of just deleting the dimensions. SF Article ..read more
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Warning: Price Action [action id] references Source Field SBQQ__QuoteLine__c.SBQQ__ListPrice__c, which is undefined. If this is unexpected, ensure that the field is JSQC-Compatible, and include this field in a CustomScript to guarantee calculation.
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by Dennis
3M ago
What? What does this even MEAN?? Go look at the Price Action with the action id in the brackets. Might look something like this. That Source Field has a null value. Move the Source Field value to the Formula field and check for null. Or go debug why your field is null ..read more
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Salesforce CPQ – Audit – Plan & Execute
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by Dennis
4M ago
Introduction This article provides a structured approach for auditing Salesforce CPQ price rules and automation processes. It serves as a practical guide to ensure accuracy, consistency, and efficiency in your CPQ setup. The focus is on: Price Rule Audit: Detailed review of price rules for accuracy, relevance, and optimization to align with current business practices and pricing strategies. Automation Audit: Examination of automated processes, specifically Flow, for streamlined operations in CPQ, ensuring they complement price rules effectively. The goal is to identify areas for improvemen ..read more
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SObject type ‘OrderItem’ is not supported.
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by Dennis
5M ago
Here’s an error you probably spent WAY too much time trying to figure out. sObject type ‘OrderItem’ is not supported. If you are attempting to use a custom object, be sure to append the ‘__c’ after the entity name. Please reference your WSDL or the describe call for the appropriate names Answer: It’s read permission on Pricebook2. Go turn that on. Thanks to Tsenko Aleksiev for the “research ..read more
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Configuration Attributes – Shown Values
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by Dennis
6M ago
Hello. Why is your picklist configuration attribute not showing ANY values??? Apparently, the ‘Shown Values’ field on the attribute is case sensitive. So, if you have incorrect capitalization on any of the shown values, none of the values will appear in the configuration screen. Cool feature! Go check your Shown/Hidden Values fields! Thanks to Aaron for the tip ..read more
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Salesforce CPQ – Amendment is doubling/negative quantities
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by Dennis
7M ago
If you’re here, you’re probably wondering why the quantities of some of your products are doubling or increasing somehow on your amendments. In addition, your bundle structure might be getting trashed. Here’s one reason why this might be happening. There is a field on the Contract that isn’t often used called “Combine Subscription Quantities”.  This functionality will combine subscription quantities but it can not be used with preserve bundle structure.  So it is both combining quantities and also messing up the bundle structure when amending. You either have to remove the use of thi ..read more
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Salesforce CPQ – Subscription Product Process Flow Description
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by Dennis
7M ago
New Business Opportunity/Quote (Green) This is the place where you begin the business with a new customer.  First, you create an Opportunity.  This may have some required fields and/or validations to make sure you enter the right information.   Then a Quote is created with the New Quote button, and is attached to the above Opportunity.  Adding the pertinent lines and adjusting things like quantity and discounts are next.   The Quote can be flagged as the Primary Quote using the Primary checkbox.  Flagging a Quote as primary allows the Quote to take over ..read more
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Salesforce CPQ – A Series! Riding the Discount Comet: Navigating Discount Schedules and Strategies
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by Dennis
8M ago
Introduction to Discounting Welcome back, Salesforce novices and ninjas! In this part of our expedition into the Salesforce CPQ cosmos, we’ll traverse the intriguing world of discounting. It’s like a cosmic clearance sale, but instead of markdowns on moon boots, we’re talking about strategic price reductions to drive sales, satisfy customers, and outperform competitors in the interstellar marketplace. In the grand scheme of commerce, whether terrestrial or extraterrestrial, discounting serves a vital purpose. At its core, discounting is a strategic reduction in the regular price of a product o ..read more
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