Understand and query the CPQ quote and quote line object model via SOQL and REST

domain: Salesforce CPQ · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. The two primary CPQ data objects are SBQQ__Quote__c (quote header) and SBQQ__QuoteLine__c (line items); query them using standard Salesforce REST SOQL or the query endpoint.
  2. Issue a SOQL query: SELECT Id, Name, SBQQ__Status__c, SBQQ__NetAmount__c FROM SBQQ__Quote__c WHERE Id = '{quoteId}' via GET /services/data/{apiVersion}/query?q={encoded SOQL}.
  3. Retrieve associated quote lines: SELECT Id, SBQQ__ProductCode__c, SBQQ__Quantity__c, SBQQ__NetPrice__c, SBQQ__Quote__c FROM SBQQ__QuoteLine__c WHERE SBQQ__Quote__c = '{quoteId}'.
  4. Use the standard sObject REST API (GET /services/data/{apiVersion}/sobjects/SBQQ__Quote__c/{id}) to read or patch individual field values on the header record for non-CPQ-engine fields.
  5. Use a parent-to-child SOQL subquery to retrieve a quote and its lines together: SELECT Id, (SELECT Id, SBQQ__ProductCode__c FROM SBQQ__QuoteLines__r) FROM SBQQ__Quote__c WHERE Id = '{quoteId}'.
  6. For field discovery, query the describe endpoint: GET /services/data/{apiVersion}/sobjects/SBQQ__QuoteLine__c/describe.

Known gotchas

Related routes

Read a CPQ quote model via ServiceRouter QuoteReader
Salesforce CPQ · 6 steps · unrated
Create and manage a standard Salesforce Quote and QuoteLineItems via the REST API
Salesforce · 6 steps · unrated
Generate a CPQ quote document (SBQQ__QuoteDocument__c) via the CPQ document API
Salesforce CPQ · 6 steps · unrated

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