Troubleshoot Salesforce CPQ Opportunity and Quote sync issues

1. Review these CPQ package settings

Verify the package settings for CPQ, navigate to Setup > Installed Packages > Salesforce CPQ > Configure.

• Quote tab - verify that the setting for Disable Initial Quote Sync is not True.
• Pricing and Calculations tab - verify that the setting for Use Inactive Prices is not True.
• Additional Settings - verify that the setting for Triggers Disabled is not True.

2. Check Profiles and Permissions

• Triggers disabled on the User Profile and the appropriate Permission set, verify that the user has permission to create and update Opportunity and Opportunity Products.

3. Check Price Book

• Ensure Sharing Settings are correct.
• Verify that the Opportunity Products use the same Price Book as the primary Quote.

Note: If an Opportunity's Price Book is null and a Quote with a Price Book is made Primary in a single currency org, it will not update the Opportunity's Price Book or create Opportunity Products. Update the Opportunity's Price Book before setting the Quote as Primary.

4. Check Product Record Fields

Check these field values that impact Quote sync:

• Active checkbox is True.
• Optional checkbox is False.
• Exclude from Opportunity checkbox is False.
• Verify that the Product record has an active price for the Price Book on the Quote.

5. Check Quote Record Information

• Primary checkbox is True.
• Check the Field Set Calculating Fields for any removed or added fields.
• Confirm no validation messages are present when Quote is saved.
  • Example: Currency on primary Quotes must match Opportunity currency.
• Price Book is active.

6. Quote Lines via Quote Line Editor

• If warning triangles are present, resolve them.
  • Example: 'There is not a valid price book entry for this line item.'
  • Note: If a quote line has an inactive Pricebook Entry Id, it will not sync back to the opportunity.
• Check whether the Optional flag is set on a Quote Line Group or Quote Line.
• Resolve validation issues when Save or Quick Save is set.

7. Use Developer Console to Check for Errors

• Open the Developer Console.
• Trigger a sync.
  • Example: Update the Primary checkbox on the Quote.
• Check status of log and review the log for errors.

8. Renewal Quote Lines

• The SBQQ__Renewal__c checkbox on the Quote Line indicates that the line is a renewal. This field is marked true on non-subscription products when Quote type is Renewal. If the renewal Quote Line has an effective quantity not greater than 0 and Renewal field is true, the Quote Line is not expected to sync to the Opportunity.

9. Amendment Quote Lines

• The SBQQ__UpgradedSubscription__c Lookup field on the Quote Line indicates that the line is an Amendment. This field is populated with the Amended Subscription on subscription products when Quote type is Amendment. If the Amendment Quote Line has an effective quantity equal to 0 and Upgraded Subscription is populated, the Quote Line is not expected to sync to the Opportunity.

 

NOTES:

• Opportunity products and quote lines may not sync products successfully if the quote's pricebook ID is defined while the opportunity's Pricebook ID is blank. Typically, the opportunity does not inherit price book information from the quote record. The Choose Price Book prompt in the QLE is designed to send the information to the Price Book field on the opportunity. A suggested way to prevent product sync issues is to set the either the Price Book or Quote Pricebook Id fields on the opportunity prior to creating a new quote.