The CPQ Salesforce Revenue Cloud Quote Line Editor is a great tool. In comparison with the standard opportunity line editor, its user interface and the different features that can interact with it can be a game-changer for a sales rep.
But, like every single APP, the Salesforce Revenue Cloud Quote Line Editor has its own limitations. And one of those limitations is the data source.
The Quote Line Editor can read information from two sources. The Quote and the Quote Line.
- The Quote Source
Information from this source can be any field in your Quote record. But also, any field from the Quote’s Opportunity, or from the Opportunity’s Account can be captured in the Quote, and be ready for the Quote Line editor.
- The Quote Line Source
Information from this source can be any field in your Quote Line record. But also, any field from the product added to that Quote Line.
As you can observe, both paths have similar behaviour, but each one starts from a different object. The reason why we can use information stored in the Account, the Opportunity, or the Product is the relationship between these objects. One Quote can have only one opportunity, and one opportunity can have only one account. This one-to-one (1:1) relationship from the Quote point of view. This relationship allows us to retrieve information from the “parent” record into our quote line editor. We do not need SOQLs to know the account type of our Quote’s Account, we can have a formula field in the quote to retrieve this value for example.
And the same happens in the Quote Line. One quote line can have only one product. Again a 1:1 relationship from the Quote Line point of view.
But you can face situations where the information you need to reach is in an object related to your quote by a junction object. In other words, you are facing a 1:N relationship from the quote view. And this situation could be a blocker in case you can not modify the data model in your org.
- Go to Custom Script Object and create a new record.
- Go to Installed Pakages > Salesforce CPQ > Configure
- In the Plugins tab, add your Custom Script record name to Quote Calculator Plugin and Save
And just a bit of final advice, try to keep your custom script as simpler as possible. If you start adding more and more logic to that script, it will become a monster potentially harder to maintain. Remember the C in CPQ stands for Configuration, so try to do as much as you can with point and click 😉