When a Salesforce CPQ user logs into production for the first time, CPQ requires running the Post-Install Script. This script:
Creates default settings
Ensures CPQ-managed fields are initialized
Grants required permissions
Creates default Primary Quote logic metadata
Updates field values such as IsPrimary, quote calculation settings, etc.
Why the issue happenedThe customer implemented automation that automatically sets a new quote as Primary at creation.
If a user has not executed the CPQ Post-Install Script on their first login, then Salesforce CPQ has not yet initialized several objects and fields that are required for the Primary Quote creation process.
Therefore, the “first time users tried to create quotes” → they encountered errors, because:
Their user-specific CPQ installation metadata was not initialized
CPQ could not run its internal logic that depends on Primary Quote setup
Salesforce’s installation documentation explicitly states:
Each CPQ user must run the Post-Install Script after first login, or they may encounter errors when creating quotes, setting a quote primary, or performing calculations.
Thus the correct answer is A, and it is consistent with CPQ installation best practices.
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