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CPQ for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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CPQ for Advantage Platform

Configurations on the Salesforce Org

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Configuring a Deep Clone Button on Proposal

You can deep-clone the existing quote using the Deep Clone (RLS) button on the Quote detail page. Cloning a quote copies all the information from the existing quote, including line items and proposal header information asynchronously. You can deep-clone a quote when you need multiple draft options of the same quote or need to make changes (for example, extend the quote expiry date) to a finalized quote before sending it out to the customer.

To make the deep clone button available on the quote or proposal details page, you must complete the following configurations.
  • Create a new global action button for deep clone.
  • Add the global action button on Salesforce Mobile and LIghtning Experience Actions layout.
  • Add the deep clone button on the quote details page.
  • Clone an existing quote.

Creating Global Action Button for Deep Cloning

Create a new global action button to deep clone an existing quote.
  1. Go to Setup. In the Quick Find box, Enter Global Actions and click Global Actions in the suggestions.
    A list of global actions is displayed.
  2. Click New Action and enter the values as mentioned below.
    1. Action Type: Custom Visualforce
    2. Visualforce Page: BOClone [Conga_CCPQ__BOClone]
    3. Height: 250px
    4. Standard Label Type: None
    5. Label: It is a free text. Enter the label name to display on the deep clone button. For example, Deep Clone (RLS).
    6. Name: The name is generated automatically based on the label.
    7. Description: Enter the summary about the new action button.
  3. Click Save.

Adding Global Action Button on Salesforce Mobile and Lightning Experience Actions Layout

After creating the deep clone button you need to add the same on Salesforce Mobile and Lightning Experience Actions Layout.
  1. Go to Setup. In the Quick Find box, Enter Publisher Layouts and click Publisher Layouts in the suggestions.
    A Publisher Layouts page is displayed.
  2. In the global layout section, click Mobile & Lightning Actions.
  3. Drag and drop the new global action button (Deep Clone (RLS)) to the Salesforce mobile and lightning experience actions layout.
  4. In the global layout section, click Save.

Adding Deep Clone (RLS) Button on Quote Details Page

After adding the deep clone button on Salesforce Mobile and Lightning Experience Actions Layout, you need to add the Deep Clone (RLS) button on the Quote Details page.
  1. Go to Setup > Object Manager.
  2. Click Quote/Proposal.
    A quote/proposal object details page is displayed.
  3. In the left pane, click Page Layouts.
    A list of page layouts is displayed.
  4. Click Proposal Layout.
  5. In the Proposal Layout section, click Mobile & Lightning Actions.
  6. Drag and drop the Deep Clone (RLS) to the Salesforce mobile and lightning experience actions layout.
  7. In the global layout section, click Save.

Cloning an Existing Quote

After adding the deep clone button on the Quote Details page, you can use the same to clone an existing quote with all the information.
  1. Navigate to your existing quote.
  2. Click the Deep Clone (RLS) button.
    A new quote is generated with a unique quote number whose Status is Draft, and Configurations status is Saved.

August 25, 2025