Find package level settings in Setup by entering Installed Packages in the Quick Find box, then click Installed Packages. Next to Salesforce CPQ, click Configure. Visualize Product Hierarchy
- From 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 Change my Salesforce CPQ settings?
Find the Salesforce CPQ package and click Configure. Navigate between the setting area tabs to change your settings. Click Save when you’re done. Was this information helpful?
How do I find package level settings in Salesforce?
Find package level settings in Setup by entering Installed Packages in the Quick Find box, then click Installed Packages. Next to Salesforce CPQ, click Configure. To make bundles easier to distinguish in the Quote Line Editor, set the Visualize Product Hierarchy package level setting to True.
How do I configure Salesforce CPQ to show bundles?
Next to Salesforce CPQ, click Configure. Visualize Product Hierarchy. To make bundles easier to distinguish in the Quote Line Editor, set the Visualize Product Hierarchy package level setting to True. This setting indents product names in quote lines that represent options, so that you can easily see that they’re related to the lead product.
What are the Salesforce CPQ patch notes?
Salesforce CPQ patch notes contain high-level reviews of bug fixes included in each generally available patch for a CPQ package. We update patch notes after a new patch becomes available for a package. •Salesforce CPQ Summer ’21 Patch Notes
How do I get a CPQ package?
Install or upgrade Salesforce CPQ from your package installation link....Install or Upgrade Salesforce CPQFrom Setup, enter Installed Packages , and then click Installed Packages.Find Salesforce CPQ and click Configure.Click the Pricing and Calculation tab.Click Authorize New Calculation Service.
Is CPQ managed package?
Salesforce CPQ and Salesforce Billing are managed packages that can be installed into the Salesforce platform using installation links.
How do I install a CPQ package in Salesforce?
Installing Steelbrick CPQ in Salesforce.comLog into your salesforce instance.Navigate to Price Books tab. ... Click Install for all users.Install package and approve third party access.Once successfully installed, you will receive an email confirming successful install.More items...
What is configuration type in Salesforce CPQ?
Available in: All Salesforce CPQ Editions. Configuration Type. The Configuration Type field defines when users can access the Configure Products page and whether they are required to configure certain options. Your configuration type also determines the configuration events you can choose from.
How do I install advanced approvals package for Salesforce CPQ?
Install or Upgrade Advanced ApprovalsFrom your installation link, click Continue.Choose the security level to grant users upon installation, and then click Install (for new installations) or Upgrade. ... Assign permission set licenses to your users.
How do I install advanced approvals in Salesforce CPQ?
Connect the email service to Advanced Approvals.From the Email Service: Approval Services page, go to your new address and copy the value in the Email Address field.From Setup, enter Installed Packages , and then select Installed Packages.Find the Advanced Approvals package and click Configure.More items...
How do I enable mail deliverability to all users in Salesforce?
Pre-Installation StepsEnable email deliverability to all users. Navigate to Setup | Administer | Email Administration | Deliverability. ... Enable Chatter. Navigate to Setup | Build | Chatter | Chatter Settings. ... Enable Orders. Navigate to Setup | Build | Customize | Orders | Order Settings. ... Enable CRM content.
How do I get Salesforce CPQ in developer org?
Sign Up for a Developer Edition Org with Salesforce CPQSign up for a free Developer Edition org with Salesforce CPQ.Fill out the form. ... After you fill out the form, click Sign me up. ... When you receive the activation email (this might take a few minutes), open it and click Verify Account.More items...
What is Salesforce billing?
Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ. After a sales rep finalizes a quote and orders it within Salesforce CPQ, Salesforce Billing picks up the order record for invoicing, payment, and revenue recognition.
What is product package in Salesforce?
Product options are individual products that users can select from when configuring a bundle. Enable or disable a product option for selection relative to another product option. Use configuration attributes to set the value of multiple shared product option fields simultaneously.
What is product bundle in Salesforce CPQ?
A Product Bundle is a combination of different products and services that are sold to consumers as one combined product or service package. For any of the CPQ solutions, Product creation is the first step.
What is product option in Salesforce CPQ?
Available in: All Salesforce CPQ Editions. Product Option Fields. To create or modify a price action, enter the information in the appropriate fields. Some fields aren't visible or editable depending on the page layout and field-level security settings.
Salesforce CPQ Package Settings
In our first session we cover the Introduction to Salesforce CPQ. In this session we will talk about Salesforce CPQ package setting. Salesforce CPQ is an installed package. The package settings available here control the properties of feature areas within Salesforce CPQ.
Learn & Win
In addition to this, All Apex Hours CPQ attendees are eligible to win the following
Further Learning
Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.
Control How Reps Configure Bundles
Giving sales reps the ability to configure bundles is a great way to make sure they sell the right products together, while also allowing some variation in how they sell. Some bundles are configured almost every time they are sold, while others are only configured occasionally, or maybe never.
Configuration Type and Configuration Event
You can decide when the sales rep gets to configure a bundle. With the laptop bundle you configured in the last unit, you were prompted to make your choices immediately after selecting the laptop. Two fields on the laptop product record control when and how the user can configure the bundle: Configuration Type and Configuration Event.
Multiple Bundles
Sometimes a sales rep chooses two bundles from the product selection page, and both bundles need to be configured. When this happens, the configuration page shows an expandable bar on the left. When expanded, the panel displays a list of configurable bundles. By default, clicking a bundle from the sidebar shows just that one bundle.
Visualize Product Hierarchy
To make bundles easier to distinguish in the Quote Line Editor, set the Visualize Product Hierarchy package level setting to True. This setting indents product names in quote lines that represent options, so that you can easily see that they’re related to the lead product.
Keep Bundles Together
Typically, when a rep uses groups to organize their quote lines, they want all products within a bundle to appear in a single group. Furthermore, they want the entire bundle to stay together when moved into a different group.
