FAQ: Contract Lifecycle Management Integration with Salesforce CPQ
- What happens if the quote data changes during the legal review process?
- The Contract Lifecycle Management integration assumes all quote negotiations were completed before the legal review process begins. If the data changes, the salesperson must manually update the Quote record in CPQ, get it approved, and then create a new workflow ticket with the updated Quote record.
- Can I group the table by Product Groups?
- No, Contract Lifecycle Management does not support grouping by Product Groups. You will need to generate the quote document using Salesforce CPQ and attach it as a file to the ticket instead.
- Can Contract Lifecycle Management use my existing CPQ template?
- No, Contract Lifecycle Management cannot use CPQ templates. You can create a quote document using your CPQ template and attach it as a file to the ticket instead.
- Can this integration be used with Salesforce Products instead of Quotes?
- No, the integration is designed to work with Salesforce Quotes, which are part of the Salesforce CPQ add-on.
- Can I use a field type other than Attachments for the Custom Field Type?
- No, using any other field type will cause the Quote Document Processing to fail.
- Can an admin create multiple mappings for the same workflow and salesforce object?
- No, creating duplicate mappings will corrupt the quote document template selection.
- The table produced in the contract contains more data than I want. How do I fix this?
- If this is a one-off situation, you can manually edit the table in the contract draft. For a permanent change, a Salesforce admin should change the view in Salesforce.
- Is there a way to control the display of each aggregate field?
- Contract Lifecycle Management displays all aggregate fields. To remove 1, you must manually edit the document after the contract draft is created.
- Can I add custom aggregate fields to the table?
- You will need to generate a quote document using Salesforce CPQ and attach it as a file to the ticket.
- My quote table placeholder isn't getting replaced with the quote data.
- First, verify that you've mapped the intake form field to the template using the correct field name and placeholder.
- When I create a new workflow ticket, the question mapped to Quote records doesn't show Add Relationship.
- You must add a new value to the custom Evisort field in Salesforce. After making this change, refresh the page so Salesforce can pick up the change.
- When creating a ticket, I'm getting an error: Status 400: Bad Request: Invalid Quote Table structure.
- This error occurs when the Quote Line Items view contains a field with an unsupported data type, such as a Picklist field or Picklist (Multi-Select) field. To fix this, remove the unsupported field from the view.
- What causes the Attempt to de-reference a null object error when I try to generate a quote document?
- This error can occur when a required field is missing from the Quote record or Quote Line records. You must ensure thatQuantityand eitherList PriceorSpecial Unit Pricefields are populated on all Quote Line Records.