Allow the user to change the Field Set while in the Edit Lines page.
- Navigate to the Quote Line Object.
- Create new Field Sets as necessary.
- Navigate to the Quote Object.
- Create a New Picklist Field.
- Set a Field Label.
- Set Field Name to EditLinesFieldSetName.
- Input picklist values, these must be the API names of the Field Sets you created on the Quote Line Object (Remember: Field Set API Names do not ...
- Return to the Quote Object.
- Edit the Line Editor Field Set and include the new field.
- In the Line Editor of a Quote containing Quote Lines, select a value from the picklist.
Full Answer
How to manage quote fields in Salesforce CPQ?
Salesforce CPQ provides various custom-managed fields for products. Determines how quote lines for this product are converted to assets. Select One Quote per Line or One Quote per Unit. Quantity in one batch for products sold in batches. Quantity entered in quote line is divided by this value and rounded up to the nearest integer.
What are the Salesforce CPQ package settings?
CPQ Package Settings Salesforce CPQ package settings control the properties of feature areas within Salesforce CPQ. Protect Your Data with Salesforce Shield Salesforce Shield is a set of security tools that helps you comply with regulations on storing sensitive information.
How to change field label created by managed packages in Salesforce?
Salesforce: How to change field Label created by Managed Packages? When you installed a managed package app into your Salesforce instance, you cannot edit the label of the fields. If you click Edit button, both Field Label and Field Name is disabled. So, how to change the label?
How to import data from CSV file in Salesforce CPQ?
Salesforce CPQ uses the import format object to define a template for converting data from the CSV file. Apply Visual Themes to the Quote Line Editor Customize your quote line editor with theming options. Override Default CPQ Custom Labels Salesforce CPQ stores most of its labels and messages as custom label records.
What is SBQQ in Salesforce CPQ?
Description. The field "SBQQ__AdditionalDiscount__c" is a formula field with a data type of currency on the Quote Line object. It can be added to the Quote Line Field Set such that it appears in the Line Editor and exhibits some unique behavior.
What is CPQ amendment?
Salesforce CPQ creates an amendment opportunity and amendment quote. The amendment quote contains all the products from the order you contracted. You can adjust the quantities of these products or add new products.
How do I delete a quote from CPQ?
Go to the Sales work center. Go to the Sales Quotes view. Search for the Sales Quote XYZ1 (where XYZ1 represents the CPQ Sales Quote ID), which shows the Status is Open, Progress is Not Relevant. The delete action is greyed out.
What is field set in Salesforce CPQ?
The ReferencedFields field set is a custom field set that can be created on the Quote, Quote Line, and Quote Line Group objects. Once created, any field added to the field set on each object is made available for use during the calculation process for quotes.
How do I amend my CPQ?
To create an amendment quote, click Amend on your contract or Amend Contract on your opportunity. Salesforce CPQ creates an amendment opportunity and amendment quote. The amendment quote contains all the products from the order you contracted. You can adjust the quantities of these products or add new products.
What is the difference between amendment and renewal?
An amendment can be used to fix errors on a registration statement that was already filed. A renewal updates the information on record and extends the registration for another year.
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.
How do I delete a quote?
0:000:42How to delete a Quote - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow click apply next scroll to the quote you wished select and click on it. Now click on more thenMoreNow click apply next scroll to the quote you wished select and click on it. Now click on more then click delete click yes' to confirm the deletion.
How do you add a button to a quote line editor?
Add a Linking Custom Action to the Quote Line EditorOn the Custom Actions home page, click New.Give your custom action a name. ... Set the following fields. ... Give your custom action a label. ... If you want the custom action available only when certain conditions are met, use the Condition Met field to define the conditions.More items...
How do I edit a field in Salesforce?
Edit Custom FieldsFrom the management settings for the field's object, go to Fields.Click Edit next to the field's name.Modify the field attributes. ... Optionally, define custom help text for the field.For lookup and master-detail relationship fields, optionally define a lookup filter.More items...
How do I add a field in Fieldset?
To create a fieldset, go to object, you want create fieldset by clicking on new button. Enter required fields and save. We will get below screen to add fields to field set. Using fieldsets is very easy & you can drag and drop to arrange fields in fieldsets.
How do I query a field set in Salesforce?
Let's start with using Field set in Salesforce.Step 1: Creating Field Set.Step 2: Use Field Set inside Visualforce using Dynamic Binding.Step 3 : Using Dynamic SOQL to get value – Optional.Get Fieldset Fields in Apex dynamically when Object Name and FieldSet name is supplied at runtime.
Setting Configuration Attributes in Salesforce CPQ
With Epicor CPQ, you have 2 ways of setting a configuration attribute for Salesforce CPQ: either as a price column, or as metadata. For example, consider a Salesforce CPQ configuration attribute called "Width" that you want to set. Click the "+" mutation button on your "add price item" block, and select either a price column or metadata.
Clearing Configuration Attributes in Salesforce CPQ
Configuration attributes in Salesforce CPQ are not automatically cleared on every save of the configurator. New values set in the configurator will overwrite old values saved previously, but if a configuration attribute was set in a previous save it will stay that way if new values aren't passed to it.
How to have Salesforce CPQ configuration attributes write to a custom field on the Quote Line object in Salesforce
While this technique is not specific to Epicor CPQ, it is a common need for the configuration attributes being set to propagate to custom fields in the Salesforce CPQ quote line objects. To do so, follow these steps:
Friday, February 7, 2014
When you installed a managed package app into your Salesforce instance, you cannot edit the label of the fields. If you click Edit button, both Field Label and Field Name is disabled.
Salesforce: How to change field Label created by Managed Packages?
When you installed a managed package app into your Salesforce instance, you cannot edit the label of the fields. If you click Edit button, both Field Label and Field Name is disabled.
