Setup -> Installed Packages -> Click Configure Link for Salesforce CPQ package -> Additional Setting -> Check Enable Product Option Drawercheckbox. Note: Make sure you have the Enable Product Option Drawercheckbox checked in Package Setting. If you don't check this checkbox, we will not be able to see attributes associated with Product Option.
Full Answer
How to enable product option drawer in Salesforce CPQ?
For the Salesforce CPQ package, click Configure. Click the Additional Settings tab. Check Enable Product Option Drawer. Click Save. Excellent, your CPQ-enabled org is now also a global attribute-enabled org.
How to create global attributes in Salesforce CPQ?
Create the global attributes. From the configuration attributes page, click New. Because you enabled global attributes, Salesforce CPQ shows the Select Configuration Attribute Record Type page. Choose Global Attributes for the record type, and then click Continue. Give the attribute a name and target field, and then click Save.
How do I sign up for a Salesforce CPQ Developer Edition Org?
Sign up for a free Developer Edition org with Salesforce CPQ. Fill out the form. For Email, enter an active email address. For Username, enter a username that looks like an email address and is unique, but it doesn't need to be a valid email account (for example, [email protected]). After you fill out the form, click Sign me up.
How do I create an attribute set in CPQ?
CPQ displays only three attributes on a single row. So, if you had a fourth attribute, CPQ would place it in a new row beneath the first. Let’s create an attribute set, then three attribute items for your global attributes. In the navigation bar, click Attribute Sets.
How do I enable drawers in Salesforce CPQ?
0:524:31How to Enable Product Option Drawers - Salesforce CPQ & Billing ...YouTubeStart of suggested clipEnd of suggested clipOnce you configure inside of your cpq package you can choose to enable product option drawers.MoreOnce you configure inside of your cpq package you can choose to enable product option drawers.
How do I create an attribute in Salesforce?
Click Create Attribute. Enter a descriptive name for your attribute in the Attribute Name field....Create an AttributeOn the Data Designer page, click the attribute group containing the data extension or table to edit.Click View & Edit.Hover over the name of the data extension or table.Click the. icon.
How do I create a global attribute in CPQ?
A configuration attribute that you can assign to any product option. You can enable global attributes in your Salesforce CPQ package settings. Once enabled, when you create a configuration attribute, Salesforce CPQ lets you choose whether its record type is a configuration attribute or a global attribute.
How do you activate a quote line drawer?
To view a Standard Product line's drawer, click the arrow icon on the far-right side of the quote line. Select the table header arrow to collapse all line item drawers for that table. Any rich text editor fields in Standard Line Item Drawer appear immediately below the drawer's Details header.
What is configuration attribute in CPQ?
As of Salesforce CPQ Summer '17, your configuration attributes can inherit their default values from a quote or quote group. Use this feature so you don't have to re-enter certain field values while configuring a bundle. The configuration attribute field Default Object targets a quote group.
How do I create an attribute in marketing cloud?
Create Profile and Preference Attributes in Marketing CloudClick Subscribers.Click Profile Management or Preference Management.Click Create.Define the properties for this attribute.Click OK.
How do I create twin fields in Salesforce?
Create Twin Fields on the Quote LineIf you're not still on the setup page, click. and click Setup. The Setup page opens in a new tab.Click Object Manager.Click Quote Line.Click Fields & Relationships.Click New.Click Picklist.Click Next.For Field Label, enter Size .More items...
What is attribute in Salesforce?
Attribute : It is used to store information to be referenced in our lightning component code. Attributes on components are like instance variables in objects. It have a name and a type.
How do I set up CPQ?
Configure Salesforce CPQ Package SettingsFrom Setup, enter Installed Packages , and then select Installed Packages.Find the Salesforce CPQ package and click Configure.Navigate between the setting area tabs to change your settings.Click Save when you're done.
How do I add a field to a quote line editor in Salesforce?
Add Fields to the Quote Line Editor Field SetFrom Setup, enter Objects , and then click Objects.Click Quote Line.From the Field Sets related list, find Line Editor, and then click Edit.Add or remove fields from the field set.
What is quote line item in Salesforce?
Quote is a layer that displays opportunities and opportunities items. By presentation layer, I mean the ability to produce a well-formatted PDF. There's also a template that's similar to a page layout editor that we'll go through in a separate section on how to arrange the details to present back to your client.
What are solution groups in Salesforce CPQ?
A solution group is a predefined quote line group that sales reps can add to any quote. Solution groups are useful if you have a well-defined set of common quote line groupings.
How many attributes does CPQ have?
CPQ displays only three attributes on a single row. So, if you had a fourth attribute, CPQ would place it in a new row beneath the first. Let’s create an attribute set, then three attribute items for your global attributes. In the navigation bar, click Attribute Sets. Click New.
What is an attribute set?
To give them a little structure, you’re going to put them together into what is called an attribute set. Attribute sets are collections of global attributes that have something in common. In this example, the attributes are all necessary for setting the style of the watch band.
How to create global attributes in a product?
To create one, you start by navigating directly to the Configuration Attributes tab. In the navigation bar, click Configuration Attributes. Click New. Click the Global Attribute record type.
How are global attributes related to attribute sets?
Global attributes are related to attribute sets through a junction object called an attribute item, which has lookups to each of the other objects. This kind of relationship allows you to create more than one attribute set from the same collection of global attributes. Think of an attribute set as a playlist.
What are configuration attributes?
These are called configuration attributes. They are specific to just the Smartwatch bundle, and cannot be reused in another bundle. Configuration attributes have a few additional behaviors you can set up to make them easier to use, which you can see throughout this project.
Can you create global attributes in a new org?
As it stands, you can’t yet create global attributes in your new org. You must do a few easy, one-time steps to enable support for global attributes. So let’s take care of them now. If you don’t already have your CPQ-enabled org open, scroll down to the Challenge section and click Launch to open it.
Create Product Option Fields
AW Computing knows that some people prefer large smartwatches to get more screen real estate, while others want a more modest size. To accommodate this preference, you will create a Size attribute with two values, 40mm and 44mm. While you’re at it, you’ll create an Accent attribute to capture the preferred color of metal used for the watch housing.
Create Configuration Attribute Records
Configuration attributes are related (through a lookup) to the bundle where they appear. For that reason it’s easiest to create a configuration attribute by navigating to the Product record of the bundle.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
