CPQ Specialist CPQ-Specialist Reddit Questions

Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field.

Create a Process Builder to update the Product Option field that is used for the Configuration

Attribute value. Set the process to trigger upon new record creation.

Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.

Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.

Set Next Automated Approver Determined By to Manager on the Approval Process.

Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user's manager.

Let the user choose the Approver manually and create a Validation Rule to prevent the user from choosing a different Approver than the manager.

Define the Approver Field on the Approval Rule as a custom Quote field which contains the user's manager's User ID.

Core Salesforce Quote object

CPQ Quote Line object

Opportunity object

CPQ Quote object

The Subscription Conversion Behavior field on the Product is set to None.

The Opportunity must have a Primary Quote associated to it.

The Subscription Pricing field on the Prodduct is blank.

The Subscription Pricing field on the Product is One-time