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.
The Solution
In order to deliver that functionality, you need to create 2 custom fields. One field on the SBQQ__Quote__c object and the other on the SBQQ__QuoteLine__c object.
SBQQ__Quote__c field
The field API Name has to be: LineSortField__c, the type must be a formula, of type Text. That formula filed needs to return the API Name of the SBQQ__QuoteLine__c field, which values will be used for sorting the lines. In this example the Quote Line API field name will be as follows:
"QLE_Sort_Order__c"
SBQQ__QuoteLine__c field
Now, you have to create the SBQQ__QuoteLine__c field: QLE_Sort_Order__c, of a formula type, returning Text.
IF(SBQQ__ProductName__c='MySecondLasProduct',
LPAD(Text(20000),5,"0"),
IF(SBQQ__ProductName__c='MyLastProduct',
LPAD(Text(20001),5,"0"),
LPAD(Text(SBQQ__Number__c),5,"0"))
)
As stated in the problem definition, the above formula returns a high number for 2 products, and the standard QL number handled by CPQ internally.
You may want to read this SF documentation page, for another use case: https://help.salesforce.com/articleView?id=000313434&language=en_US&type=1&mode=1
4 replies on “Custom order of quote lines in QLE”
Salesforce will not let me create a formula field of the Quote Line API field name on the quote. It says it does not exist.
Hi Emily, I am not sure what fails in your setup…
Hey Marcin. Nice tip. Hope you are well my friend.
Sean
Hey Sean! Thanks, all is good! I’m happy you found my website 😀