Calculate a CPQ quote via ServiceRouter QuoteCalculator (PATCH)

domain: Salesforce CPQ · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate and obtain a Salesforce access token.
  2. Read the current quote model using QuoteReader (GET ServiceRouter?reader=SBQQ.QuoteAPI.QuoteReader&uid={quoteId}) to obtain the full model object.
  3. Apply any field changes to the quote model object in memory (e.g., adjusting quantities, discount amounts, or line-level fields).
  4. Send a PATCH request to /services/apexrest/SBQQ/ServiceRouter?loader=SBQQ.QuoteAPI.QuoteCalculator with the modified quote model JSON in the request body.
  5. CPQ re-evaluates price rules, discount schedules, and block pricing and returns the recalculated quote model with updated net prices and totals.
  6. Inspect the returned model for pricing changes before persisting with QuoteSaver.

Known gotchas

Related routes

Read a CPQ quote model via ServiceRouter QuoteReader
Salesforce CPQ · 6 steps · unrated
Save a CPQ quote model to Salesforce via ServiceRouter QuoteSaver
Salesforce CPQ · 6 steps · unrated
Add products to a CPQ quote via ServiceRouter ProductAPI/ProductSelected
Salesforce CPQ · 6 steps · unrated

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