Categories
Problem & Solution

Calculation error on quote Q-00161: “UNAUTHORIZED”

The Problem

I guess that since you are reading this article you’re looking for the solution for the error in the title of the post: Calculation error on quote Q-00161: “UNAUTHORIZED”.

Error message on the Quote Details page
Categories
Problem & Solution

Subscription End Date not aligned to Quote Line End Date

The Problem

The Start Date and End Date of your Contract or Subscription records are not aligned (not equal) to the Start Date and End Date of your Quote or Quote Line.

Example, your quote may look like this

Start DateEnd Date
Quote Line 109.02.202131.12.2021
Example of a Quote Line with specific Start and End dates.

And your subscription looks like this:

Start DateEnd Date
Subscription 109.02.202108.02.2022
Example of a Subscription with specific Start and End dates, which are not aligned to the Quote Line.

And that’s how you want to have your Subscription

Start DateEnd Date
Subscription 109.02.202131.12.2021
The target result of a Subscription Start and End dates, aligned to the Quote Line.

There is a way how to solve that.

Categories
Problem & Solution

How to mask the data on sandboxes?

The problem

You want to mask/obfuscate the data on sandbox created for CPQ implementation or UAT. This is in order to provide the security for the data. Within the GDPR regulations in place, having this extra security precaution is helpful.

Categories
Problem & Solution

Which version of Salesforce is your Org?

The Problem

As you probably know, Salesforce releases new versions of its software on a regular basis. New releases enable new features in the orgs and sometimes you just need those features to deliver your project.

The information about the org version is not included in the Company Information section of your SF org. There are a few steps needed to get this information.

Categories
Problem & Solution

Custom order of quote lines in QLE

The Problem

In Salesforce CPQ, you need to sort Quote Lines in the Quote Line Editor, in a custom way, automatically. You want it to happen without user action, always. In this example, we will assume that there are 2 products that always need to be at the bottom of the screen, below any other product in the QLE.

Categories
Problem & Solution

The template dropdown is empty, while trying to preview or generate a document.

The Problem

While trying to preview or generate Quote Document, as a non-admin user, you observed that the pick list for the template selection is empty, like the one below:

empty template selection picklist
Empty template selection picklist.

or you have some options there, but the one you are looking for is not visible.

Categories
Problem & Solution

“Attempt to de-reference a null object ” while generating a Quote document

Error

In Salesforce CPQ, you might sometimes see an error message

Attempt to de-reference a null object

like shown in the image below:

while generating a Quote document from your Quote Template.

Categories
Problem & Solution

Which date field on the Quote Line has the End Date of the subscription?

The Problem

You need an Effective End Date on the Quote Line, that will never be blank and will contain the end date of the subscription for a given line.

The problem with the

SBQQ__EffectiveEndDate__c

field is that it’s empty when the subscription term is used and not the end date.

Categories
Problem & Solution

How to calculate ACV for subscription products in Salesforce CPQ?

The Problem

In Salesforce CPQ, Calculate ACV (Annual Contract Value) for the first year of all subscription products on the Quote, for both: MDQ and non-MDQ products. All subscription products belong to a Product Family of Subscription. All MDQ products in the catalog has Price Dimension set to a Year, Subscription Term is set to 12, and Subscription Term Unit set to Months.

The Solution

In order to calculate an the ACV, you have to crate 2 Custom Fields: