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Salesforce CPQ and Billing

Welcome to the Customer Success Ohana! This group is dedicated to your success with the Quote-to-Cash (QTC) platform, including Salesforce CPQ and Salesforce Billing. Configure quotes, manage pricing, and create contracts and orders with Salesforce CPQ. From there, generate invoices, collect one time and recurring payments, and easily recognize revenue with Salesforce Billing.

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Recent Posts

João Almeida

I'm trying to generate a quote pdf through '' but the apex job is always returning: "Error generating document: please specify a quote template". I checked the QuoteProposalModel and the templateId is defined. Any help? More

16 hours ago · 0 comments · 0 likes

Rajahari R

How to handle Product rules/price rules during deployment using change sets? More

22 hours ago · 1 comments · 0 likes

Rajahari R

I wish to have a functionality to send an email to all contacts/accounts who are having an existing subscription product and whose contract is going to end in next 15 days. How can we achieve this in SF CPQ? More

2 days ago · 6 comments · 0 likes

Pedro Mendonça

Hi all, I have a price rule with several product actions: first 2 to populate quote line fields using formulas, last 2 to sum those values and update fields on the quote. Upon renewing the contract, the price rule doesn't run this cycle. Only after an update in one quote line or going to Edit Lines and save will it update accordingly. Notes: Event - after calculate, price actions order (first 2 = 1, last 2 = 2). Is it supposed to update on this event? Am I missing something? Thanks. #CPQAskAnExpert More

2 days ago · 1 comments · 0 likes

Rajahari R

Can we override the current SF CPQ price waterfall model? More

3 days ago · 1 comments · 0 likes

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CPQAskAnExpert · #CPQAskAnExpert · CPQ · Salesforce CPQ · Advanced Approvals · Quote Template · Salesforce · Quote Lines · Contract · Quote Line