In the Quick Find box, type packages. Click Installed Packages. For the Salesforce CPQ package, click Configure. Click the Additional Settings tab. Check Enable Product Option Drawer.
Full Answer
How do I create a CPQ Org in Salesforce?
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]).
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 a trailhead playground with Salesforce CPQ?
Sign up for a special Trailhead Playground with Salesforce CPQ. Create fields that are used in configuration and global attributes. Create bundle-specific configuration attributes. Default a text configuration attribute using a formula.
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 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.
How to add fields in quote Line Editor in CPQ?
Here's how to do it: First, click the Setup Icon, go the Object Manager, click Quote, select Field Sets, then Line Editor. Place the necessary fields from the top palette into the Field Set box and click Save.
What is quote Line Editor CPQ?
Quote Line Editor is the user interface Salesforce CPQ provides the Sales Reps to add or remove products, apply discounts and markups, and calculate prices for their quote.
What is QLE in Salesforce?
The Salesforce CPQ lightning component known as Quote Line Editor (QLE) is a powerhouse. Working hand in hand with CPQ to precisely quote products and compile them into Quote Lines. Driving the initial configuration of Opportunity Products and Order Products too. Firing off complex Product Rules and Price Rules.
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 do I add a quote line in Salesforce?
Create and Manage QuotesClick New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity.Complete the fields.Save your changes. A unique quote number is added.
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 is net unit price in CPQ?
The net price is the unit price after all discounts are applied. Example Your company rents computer monitors at a list unit price of $120 per month. You have an agreement with PartnersRUs, at a contracted price of $100/month per unit.
Sign Up for a Developer Edition Org with Salesforce CPQ
To complete this project, you need a special Developer Edition org that contains Salesforce CPQ and our sample data. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this project.
Enable Global Attributes in a New CPQ 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.
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.
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.
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.