Questions tagged [contracts]
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77 questions
0 votes
0 answers
97 views
Salesforce CPQ Contract Questions - Renewals/Uplifts
My company has been using CPQ for years but never used the standard Contract and Subscription objects due to an existing custom mechanism someone wrote in the system before adopting CPQ. We separate ...
- 81
1 vote
0 answers
73 views
Unable to set short name on document clause so that it can be added to word template
I am using the CLM feature of Salesforce and want to generate a contract document using document templates. I have a Word document with the text and some of the text there, is clauses that may be used ...
- 106
2 votes
1 answer
1k views
Why is my flow not returning the same results live as when I debug it?
I need your help to point me towards what might be wrong with my flow... I have created a screen flow that fetches a contract record's company account and all the contacts in that company who are ...
- 101
0 votes
1 answer
49 views
Restoring Contract Records with Activated Status
Looking at the market for Backup & Restore tools got me thinking about a limitation that we all face when working with Contract records, cannot insert records with a Status of Activated. https://...
- 5,092
0 votes
0 answers
136 views
How to Turn Off Auto Populating fields on cloned contracts?
My Company uses "Clone" button a lot for Contracts when they are renewing the Contract. There are certain field values that need to be changed. Is there any way not to copy certain fields' ...
0 votes
1 answer
865 views
Contract records access
Here is the sharing settings for account/contract: Our experience users (community) have to access (read/write) the contract records under the account their contact is linked to but only those ones. ...
-4 votes
2 answers
82 views
Salesforce query error
What is wrong with my SOQL query? SELECT ContractNumber, AccountId, Id, OwnerId, RecordTypeId, Contract_Level__c, Parent_Contract_Number__c, StartDate, EndDate, Status, FROM Contract WHERE AccountID !...
- 1
0 votes
1 answer
2k views
How to delete the ORDERS in salesforce CPQ?
I created ORDERS for a quote and now I need them to be gone from (deleted). The quote is the PRIMARY Quote of the opportunity and it's the only quote we have on the Opportunity. When I'm trying to ...
- 142
0 votes
1 answer
381 views
While cloning an Active Contract Record, ActivatedDate and ActivatedBy is not stamping correctly
For my requirement, I am able to clone an Active Contract but while cloning, The System Fields like Contract Activated Date and Contract Activated by is simply taking my user id values and not of the ...
1 vote
1 answer
2k views
CPQ - Set Contracted True too soon does not create contract
we're developing a flow that takes an order, activates it and then automatically flag SBQQ__Contracted__c = True. In my mind CPQ should create a contract but in reality if i launch it syncronously it ...
- 21
-1 votes
1 answer
1k views
Standalone use of Quote, Orders and Standard Contract object is it possible in salesforce.com org without implementing CPQ?
We have a business requirement where we want to use standard Contract, Quotes and Orders objects. I wanted to know if we can use and implement Contract, Quotes and Orders objects in salesforce.com org ...
- 81
0 votes
1 answer
621 views
Can't access field from opportunity contract lookup
In my trigger on Opportunity I am trying to access name field of contract on opportunities from newMap by opportunity.Contract.Name(There is a standard lookup Opportunity.ContractId). It returns null ...
- 41
2 votes
2 answers
4k views
How to automatically update Status to Expired on Contracts when they expire?
My company has just started using Contracts. I created a value in the Status picklist called Expired for expired contracts. My goal is to automate setting the value to Expired without asking the sales ...
- 115
0 votes
1 answer
471 views
Clarification on subscription behavior in CPQ when multiple revisions occur to a subscription, does it chain or do both point to the original sub?
If I have a contract in SF CPQ with subscription x1 at quantity 100, I amend it to be quantity 200. This creates subscription x2 which has a revised subscription pointer to x1. I then amend it again ...
- 1
0 votes
1 answer
356 views
Why would the Pricebook2Id standard field be on Contract in some orgs but not another?
Our QA and Production orgs have a Pricebook2Id standard field on Contract but our DEV org does not. Field Service has been installed in our QA and Production orgs and not our DEV org, but looking at ...
- 5,159