Services Estimator Data Dictionary

Services_CPQ_Trigger_Settings__c

Label: Services Estimator Process Settings

Contains settings to modify system processes in Services Estimator.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
Bypass_Estimate_Contingency_Trigger__c Bypass Estimate Contingency Trigger January 2025 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimate contingencies.

Checkbox false
Bypass_Estimate_Line_Set_Trigger__c Bypass Estimate Line Set Trigger Services CPQ Summer 2023 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimate line sets.

Checkbox false
Bypass_Estimate_Product_Instance_Trigger__c Bypass Estimate Product Instance Trigger Services CPQ Spring 2023 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimate product instances.

Checkbox false
Bypass_Estimate_Risk_Trigger__c Bypass Estimate Risk Trigger January 2025 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimate risks.

Checkbox false
Bypass_Estimate_Role_Request_Trigger__c Bypass Estimate Role Request Trigger Services CPQ Summer 2023 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimate role requests.

Checkbox false
Bypass_Estimate_Task_Trigger__c Bypass Estimate Task Trigger Services CPQ Summer 2023 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimate tasks.

Checkbox false
Bypass_Estimate_Trigger__c Bypass Estimate Trigger Services CPQ Summer 2023 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimates.

Checkbox false
Bypass_Estimated_Expense_Trigger__c Bypass Estimated Expense Trigger Services CPQ Summer 2023 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimated expenses.

Checkbox false
Bypass_Opportunity_Line_Item_Trigger__c Bypass Opportunity Product Trigger Services CPQ Summer 2023 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for opportunity products.

Checkbox false
Bypass_Services_Product_Instance_Trigger__c Bypass Services Product Trigger Spring 2025 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for services products.

Checkbox false
Bypass_Vendor_Line_Item_Trigger__c Bypass Vendor Line Item Trigger Services CPQ Summer 2023 Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimate vendor line items.

Checkbox false
Clone_Estimate_Event__c Clone Estimate Event January 2025 If selected, the Services Estimator Process Completion platform event will be published when an estimate is cloned.

Checkbox false
Create_Project_or_Add_to_Opp_Batch_Size__c Create Project or Add to Opp Batch Size May 2025 This field enables you to configure the batch size to determine the number of estimate role requests processed when the Create Project, Add to existing Project, or Add To Opportunity process runs.

Number(3,0) false 200
Default_Maximum_Queueable_Stack_Depth__c Default Maximum Queueable Stack Depth Services CPQ Winter 2024 Contact Certinia Customer Support before modifying this setting. The default maximum stack depth for queueable processes in Services Estimator.

Number(18,0) false 50000
Refresh_Rates_Role_Request_Batch_Size__c Refresh Rates Batch Size January 2025 The number of role requests processed per batch when refreshing rates on an estimate.

Number(5,0) false 200
Role_Request_Move_Estimate_Batch_Size__c Move Estimate Dates Batch Size Spring 2025 Determines the number of role requests processed per batch when moving estimate dates.

Number(5,0) false 200
Role_Request_Schedules_Batch_Size__c Role Request Copy Schedules Batch Size Spring 2025 Determines the number of estimate role request schedules copied in a batch when adding a template or estimate product to an estimate.

Number(5,0) true 50
Scoping_Session_Estimate_Creation_Event__c Scoping Session Estimate Creation Event January 2025 If selected, the Services Estimator Process Completion platform event will be published when an estimate is created from a scoping session.

Checkbox false


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