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CPQ for Salesforce

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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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

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CPQ for Salesforce

Configuring Flow Settings

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Catalog Page Settings

You can configure action settings for flows to be available on the catalog page.

To configure catalog page settings

  1. Log in to the Conga Platform as a revenue admin user.
  2. Click the App Launcher () icon in the top-left corner and go to Revenue Apps. A Products page is displayed.
  3. Go to ADMIN SETUP > Application Settings > Flow Settings. A list of flows is displayed.
  4. Click System. A Flow Settings page is displayed.
  5. Click Catalog Page.
  6. Enter the following in the Action Settings page. These are the minimum settings required to load the catalog page.

    Action

    Action Label Name

    Display As

    Action Area

    Is Enabled

    Always Display

    InstalledProducts

    InstalledProducts

    Action

    Right

    Yes

    Yes

    CompareProducts

    CompareProducts

    Action

    Center

    Yes

    Yes

    GoToPricing

    GoToPricing

    Action

    Center

    Yes

    Yes

    UpdatePrice

    UpdatePrice

    Action

    Center

    Yes

    Yes

    Finalize

    Finalize

    Action

    Center

    Yes

    Yes

    CloseCart

    CloseCart

    Action

    Center

    Yes

    Yes

    Abandon

    Abandon

    Action

    Center

    Yes

    Yes

    Save

    Save

    Action

    Center

    Yes

    Yes

    QuickSave

    QuickSave

    Action

    Right

    Yes

    Yes

  7. Click Save.

Now, you can test the quote creation process in the Revenue lifecycle solution (RLS) flow.

Next Step:Creating a Quote from the Proposal

Administrator Guide
Conga
Salesforce
CPQ

February 11, 2025