home

CPQ for Salesforce

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
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

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

CPQ for Salesforce

Optional Configuration

Configuring Asset Management Flows

For the different Asset Management Flows explained here, you must configure different custom settings.

Enabling Quote/Proposal Flow

  1. Go to Setup > Build > Customize > Develop > Custom Settings > Proposal System Properties > Manage.
  2. Click Edit next to System Properties.
  3. Search for Auto Create Order checkbox and select it. For more information, Configuring Proposal Settings.
  4. Click Save.

Enabling CSR (Order) Flow

Asset Manager is a simple formula field that enables the creation of an order header which in turn is used as a container to manage a customer's assets without a proposal.

For further customization, in the advanced formula editor, you can add a parameter to redirect to the Order detail page instead of the Account page. When an order is created or a cart is finalized, if you want to go to the Order detail page, set the "RedirectToOrderPage" parameter to True. If you want to go to the Account detail page, set the "RedirectToOrderPage" parameter to False.

  1. Click Setup > Create > Objects.
  2. Select the Account object and go to the Custom Fields & Relationships related list.
  3. Create a new formula field with the label Asset Manager and Text as Return Type.
  4. In the advanced formula editor, enter the query string with the following parameters.
    HYPERLINK("/apex/Apttus_Config2__AccountOrderCreate?id=" & Id & "&method=csrFlow&flow=csrFlow&priceListId=<pricelistid>&launchState=assets&autoFinalize=true&activateOrder=true&retId=" & Id , IMAGE("", "Asset Manager"),"_self")

    In the above formula, replace <pricelistid> with the ID of your desired Price List. For the flow parameter, specify the name of the Flow that you have defined in the Flow Settings. To support this button across different Price Lists, you must create separate buttons for each Price List.

  5. Click Save.

Enabling Contract Flow

  1. Go to Setup > Build > Customize > Develop > Custom Settings > Comply System Properties > Manage.
  2. Click Edit next to System Properties.
  3. Search for Auto Create Order checkbox and select it. For more information, see Comply System Properties section in Configuring Custom Settings.
    Note:

    We recommend you to refrain from enabling Auto Activate Order from Comply System Properties as well as Proposal System Properties, simultaneously.

    For detailed information on the behavior of these two check boxes, see About Integration of Assets with Contracts

  4. Click Save.
Administrator Guide
Salesforce
CPQ

September 30, 2025