Loading

Salesforce CPQ Authorize New Calculation Service best practice

Publiceringsdatum: Mar 5, 2026
Beskrivning

In Salesforce CPQ, when clicking the link to Authorize New Calculation Service in the Pricing and Calculation Package Settings, you are generating a token for the user that is clicking the link. This user+token combination will be used by Salesforce CPQ to communicate with a service hosted on Heroku. This application service is used to carry out asynchronous calculations utilizing the Javascript calculator. Without this user+token combination, the system will not be able to perform background calculations. When there are issues with the authorization for CPQ calculation services, users may see the following errors:

 
  • Calculation authorization has expired and requires action by an administrator. Go to Salesforce CPQ Settings > Pricing and Calculation and reauthorize the new calculation service.
  • Calculation Error on Quote Q-00001: Inactive User
  • Calculation error on quote Q-00001: "UNAUTHORIZED"


The calculation service needs to be authorized by an active user before quote calculations are successfully executed. Due to this active user requirement, it is recommended that the user that is used to authorize the calculator is a non-human admin user. This will prevent required maintenance and possible downtime if the admin user who authorized the calculator is later deactivated.


Requirements:

  • This non-human user commits calculation results to the database and must have permissions to access the Quote and all related objects (e.g. Quote Line, Quote Line Group, Opportunity, Opportunity Products, Quote Document, etc.).
  • In addition to the Standard and CPQ objects, the user must also have permissions to access all objects that are included in automation such as triggers, workflow rules, and process builders that action upon changes to the above objects.
  • The user must have the Customize Application permission to access the menu to authorize the calculator.
  • You must log in directly as the authorizing user to authorize the Calculation Service. Do not proxy log in to complete authorization.
Lösning

Authorizing the calculation service as a system admin user will resolve the errors. If you have already authorized the calculator and would like to change users, you must first revoke the token by following these steps:

  1. Login to the org as an Admin user.
  2. Navigate to The OAuth Setup > Connected Apps OAuth Usage.
  3. In the "SteelBrick CPQ" line, click the number in the User Count column.
  4. For any user present, click Revoke -- The Calculator will now no longer be authorized.

To Authorize as your desired user:

  1. Login to the org as your desired authorizing user for the calculation service.
  2. Navigate to the Salesforce CPQ managed package settings menu (Path: Setup > Installed Packages > Salesforce CPQ > Configure).
  3. Navigate to the "Pricing and Calculation" tab.
  4. Click "Authorize new calculation service".
  5. Click "Allow" in the pop-up, if asked.


Considerations:

  • If during authorization you encounter the error "Oh no, we got an error ":
    • Ensure 'Permitted Users' settings for the 'SteelBrick CPQ' Connected App from 'Admin approved users are pre-authorized' to 'All Users May self-authorize' via following steps:
      • Form Setup | Manage Connected Apps, locate 'SteelBrick CPQ' and click 'Edit'
      • Under OAuth Policies, ensure that 'Permitted Users' are set to 'All users may self-authorize'
    • If the error message persists, please try to use an incognito/private browser window and follow the steps to authorize the service as your desired user.
  • In a new Sandbox, log a case with Revenue Cloud Support to reset the calculation service if the following conditions are true:
    • No link is available for "Authorize new calculation service"  in the CPQ package settings menu
    • Disable the "Use Integration User for Calculations" in the CPQ package settings menu to authorize as a specific admin user.
      • When "Use Integration User for Calculations is enabled, the "Authorize new calculation service" does not appear because the calculator's OAuth connection is linked to the platform integration user.
    • No app for "Steelbrick CPQ" exists in Connected Apps OAuth Usage after authorizing the calculation service
Knowledge-artikelnummer

000380243

 
Laddar
Salesforce Help | Article