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)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
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

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

CPQ for Administrators

download

Configuring Admin Settings

Admin Settings are system properties that have different values and you can use them for different purposes. You must configure admin settings to meet the business objectives of your implementation along with Custom Settings.

To create admin settings

  1. Click and click Admin. All the standard Admin Settings are displayed on the Admin home page. Based on your organization's requirements, you can add or create new Admin settings.
  2. To create a new Admin Setting, click New.
  3. Enter Name, Value, and Code for the Admin Setting and click Save. Your new Admin Setting is saved and added.

Admin Settings in CPQ

The following content provides information about various admin settings available in CPQ along with their values and purposes.

APTS_CriteriaExpressionsUpdateBatchSize

During Criteria Maintenance, this setting ensures optimal performance by managing expression fields, preventing Apex heap size limits from being exceeded.

Name

APTS_CriteriaExpressionsUpdateBatchSize

Value

Enter a number.

Code

Leave the field blank

APTS_ABOActionCallbackClass

You can use this admin setting to manage the sorting order of asset records in the installed products page. The records are displayed in descending order by default. This allows sorting based on specified fields in the apex class, enabling better visibility and organization of bundled assets.If we take a use case: There are equipment line items converted into Asset Line item records. These assets are then listed on the installed products page and further used for quoting service products. Frequently, Equipment bundles also have sometimes child bundles, and if a parent bundle has a child bundle configured inside it, then we have to show the parent bundle asset and child bundle asset separately. In this case, sorting can be done based on the asset name.

This sample code shows the sorting based on the quantity.

Note:

If you enable this setting, CPQ disables regular sorting on the installed products page column headers.

Name

APTS_ABOActionCallbackClass

Value

Custom class name: customABOcallback

Code

Leave the field blank

APTS_DisableRollupOptionStartDate

You can use this admin setting to manage the alignment between option and bundle start dates. Set it to TRUE for preserving bundle start dates and delinking them from option start dates.

Name

APTS_DisableRollupOptionStartDate

Value

  • True
  • False

Default Value

False

Code

Leave the field blank.

APTS_EnableDirtySaveOnExit

Use this admin setting to save the cart when the sales representative navigates to the proposal summary page using a View link. When the APTS_EnableDirtySaveOnExit admin setting is set to True, it enables CPQ to automatically save the cart, including all configurations, when a sales representative navigates to the proposal summary page by clicking the 'View' link in the menu under the proposal name on the Catalog page.

Note:

Enabling APTS_EnableDirtySaveOnExit with a value of True will override the behaviour of the APTS_OpenLinkInNewTab setting when it is also set to True.

Name

APTS_EnableDirtySaveOnExit

Value

  • True
  • False

Default Value

False

Code

Leave the field blank.

APTS_OpenLinkInNewTab

You can use this admin setting to control the display of quotes with a click of the View button. When this admin setting is True, if the sales representative clicks the View button (in the menu under the proposal name) on the Catalog page, CPQ displays the quote on a new tab.

Name

APTS_OpenLinkInNewTab

Value

  • True
  • False

Default Value

False

Code

Leave the field blank

APTS_OpenNewTabOnCartAction

You can use this setting to determine where the cart actions are to be performed.

Name

APTS_OpenNewTabOnCartAction

Value

  • True
  • False

Code

Leave the field blank
Note:
  • If APTS_OpenNewTabOnCartAction = True, the system will open cart actions in a new tab for Sales Console App.
  • if APTS_OpenNewTabOnCartAction = False or not defined, the system continues to open cart actions in the same tab for the sales console app.
  • This Admin entry does not have any impact on the cart from the proposal mgmt app or normal flow.

APTS_DisableNumberingForCRMessages

You can use this setting to hide or show the numbering next to the constraint rule messages on CPQ UI.

Name

APTS_DisableNumberingForCRMessages

Value

  • True : CPQ removes numbering to the CR messages and warnings.
  • False

Code

Leave the field blank.

APTS_AsyncMergeCall

You must use the custom setting Enable Submit Merge Call in Proposal System Properties instead of the admin setting APTS_AsyncMergeCall. For more information, see Proposal System Properties.

APTS_AsyncMergeEmail

You can use this setting to send a notification email to the Sales rep initiating the asynchronous document generation after generation is complete.

Note:

Conga recommends to enable both APTS_AsyncMergeCall and APTS_AsyncMergeEmail.

Name

APTS_AsyncMergeEmail

Value

  • True
  • False

Code

Leave the field blank.

APTS_CartLineItemsUpdateChunkSize

You can use this setting to determine the number of line items to be updated in each updateCartlineitem call.

Name

APTS_CartLineItemsUpdateChunkSize

Value

Enter a number.

Code

Leave the field blank.

APTS_CRMaxFetch

You can use this setting to determine the maximum number of constraint rules to be fetched.

Name

APTS_CRMaxFetch

Value

Enter a number. If you do not enter a number, CPQ fetches 1000 constraint rules by default.

Code

Leave the field blank.

APTS_CustomRevalidationLinesThreshold

You can use this setting to control lines items sent in the custom revalidation request object.

Name

APTS_CustomRevalidationLinesThreshold

Value

Enter a number.

  • If the value is less than the number of revalidation lines, the admin setting sends the whole lineItemSOs in the lineItemSOsByRevalCategory map.
  • If the value is more than the number of revalidation lines, the admin setting sends only lineItemsIds in the lineItemIdsByRevalCategory map to control the head size. In this case, lineItemSOsByRevalCategory is empty and you must query lineItems into the revalidation callback with required fields.

Code

Leave the field blank.

APTS_DefaultEmailContactName

You can use this setting to define the default email contact name.

Name

APTS_DefaultEmailContactName

Value

Enter a value to define the default email contact name.

Code

Leave the field blank.

APTS_DisableCartActivityHistory

You can use this setting to disable the generation of activity history product configuration. When enabled, CPQ does not add entries to the Activity History related list, when you create, finalize, or reconfigure a product configuration.

Name

APTS_DisableCartActivityHistory

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_DisableCartAsyncNotification

You can use the Admin Setting APTS_DisableCartAsyncNotification to turn off the email notifications you receive after completion of any async operation such as cart finalization and pricing in every type of quote or agreement. In the Split quote or agreement, the notification for cart splitting is also disabled along with finalization and pricing. If you enabled the Progress Tracker on the quote or agreement page to monitor the progress of all the async operations, email notifications are redundant, and you can use this feature to avoid them.

Name

APTS_DisableCartAsyncNotification

Value

true

Code

Leave the field blank.

APTS_DisableConfigurationLoading

You can use this setting to, when the value is set to True, enable attributes or options. Enabling this setting does not make attributes or options unavailable.

Name

APTS_DisableConfigurationLoading

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_DisableConstraintRulesOnFinalize

You can use this setting to disable the execution of server-side constraint rules to optimize performance upon cart finalization.

Note:

This feature is not supported with the Replacement type Constraint Rule.

Name

APTS_DisableConstraintRulesOnFinalize

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_DisableCumulativeQuantityAcrossCart

You can use this setting to disable CPQ from applying the cumulative range matrix on multiple line items of the same product.

Name

APTS_DisableCumulativeQuantityAcrossCart

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_DisableOpptyForRenewalAgreement

You must use the custom setting Create Renewal Opportunity in Installed Product Settings instead of the admin setting APTS_DisableOpptyForRenewalAgreement. For more information, see Installed Products Settings.

APTS_DisableOpptyForRenewalQuote

You must use the custom setting Create Renewal Opportunity in Installed Product Settings instead of the admin setting APTS_DisableOpptyForRenewalQuote. For more information, see Installed Products Settings.

APTS_DisablePLITimeZoneAdj

You can disable the time zone adjustment on the Effective Date and Expiration Date fields in the Price List Item. By default, the time on the Effective Date and Expiration Date fields is adjusted based on the Time Zone of the Locale in the org. If you disable the adjustment, CPQ does not change the time you manually configured in the Effective Date and Expiration Date fields. Refer to Adding Additional Details to a Price List Item for information about the Price List Item fields.

Name

APTS_DisablePLITimeZoneAdj

Value

The following are the valid values:

  • true: disables time zone adjustment.
  • false: enables time zone adjustment.

Code

Leave the field blank.

APTS_DisableRolldownOptimization

You can use this setting to optimize the system behavior while using custom logic in the methods invoked in the Roll Down mode.

Name

APTS_DisableRolldownOptimization

Value

The following are the valid values:

  • True: the method in Rolldown mode is invoked when the Sales rep clicks Go To Pricing or Reprice after changing the quantity or applying summary level discount.
  • False: the method in Rolldown mode is only invoked when the Sales rep clicks Reprice after applying summary level discount.

Code

Leave the field blank.

APTS_DisableSOSLTextSearch

You must use the custom setting Disable SOSL Text Search in Config System Properties instead of the admin setting APTS_DisableSOSLTextSearch. For more information, see Config System Properties.

APTS_EnableBlockingCallsOnServiceCatalog

Use this admin setting to display a spinner on the Service Catalog upon the click of the Add to Cart or Update buttons. When this admin setting is set to true, CPQ displays the spinner to ensure that the creation of related line items is completed for service products before you navigate away to a different page or click another button.

Note:

When this admin setting is set to false, if you quickly navigate away from the Service Catalog after clicking Add to Cart, CPQ does not create related line items for service products.

Name

APTS_EnableBlockingCallsOnServiceCatalog

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_EnableABOChangeOptimization

The performance team uses this admin setting only for testing.

APTS_EnableCollabForAutoIncludedLines

You can use this setting to enable collaboration for auto-included standalone or bundle products. If you initiate a collaboration request for the parent product, CPQ automatically adds auto-included products as part of the collaboration request (except Prompt). You can also create a collaboration request for auto-included products independent of the parent product.

This admin setting is supported only for Peer-To-Peer type of collaboration.

Name

APTS_EnableCollabForAutoIncludedLines

Value

Enter one of the following valid values:

  • True: CPQ enables collaboration for auto-included standalone or bundle products. Also, CPQ displays the collaboration icon () next to an auto-included line items.
  • False: This is the default value. CPQ disables collaboration for auto-included standalone or bundle products. CPQ hides the collaboration icon () next to an auto-included line items.

Code

Leave the field blank.

APTS_EnableDefaultQuantityForABOItem

You must use the custom setting Enable Default Quantity For ABO Item in Config System Properties instead of the admin setting APTS_EnableDefaultQuantityForABOItem. For more information, see Config System Properties.

APTS_EnableInstallBaseFilteringAcrossAccounts

You can use this setting along with Asset Line Item Callback to display assets from multiple accounts, which are related to an opportunity, on the Installed Products page. For more information to configure the callback, see Displaying Assets from Multiple Accounts on the Installed Products Page.

Name

APTS_EnableInstallBaseFilteringAcrossAccounts

Value

Enter one of the following valid values:

  • True: CPQ displays assets from multiple accounts.
  • False: This is the default value. CPQ displays assets from a single account related to the quote.

Code

Leave the field blank.

APTS_EnableMultiBenefitItems

You can use this setting to control the ability of the Sales rep to apply promotions to multiple line items of the benefit product (Y). By default, this setting is disabled and CPQ applies the promotion only to the first line item of the benefit product (Y). When you enable this setting, CPQ applies the promotion to all line items of the benefit product (Y).

Name

APTS_EnableMultiBenefitItems

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_EnableMultiCurrencyPriceFormula

You can use this setting to indicate pricing formulas using a field on the line item or a PAV extension field in price matrix or price rule where pricing is already adjusted for a foreign currency.

Name

APTS_EnableMultiCurrencyPriceFormula

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_EnablePriceRuleForABOItem

You must use the custom setting Enable Price Rule For ABO Item in Config System Properties instead of the admin setting APTS_EnablePriceRuleForABOItem. For more information, see Config System Properties.

APTS_EnableSessionReplay

This admin setting is no longer available.

APTS_EnableStaticConfigMessages

You can use this setting to display constraint rule messages when you scroll up and down to select options on the Configuration page. The messages are displayed at the top of the screen even when you have scrolled down to select the options. CPQ updates the messages as you update the selection of the options.

Name

APTS_EnableStaticConfigMessages

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_ExcludeOptionalProducts

You must use the custom setting Exclude Optional Products in Config System Properties instead of the admin setting APTS_ExcludeOptionalProducts. For more information, see Config System Properties.

APTS_ExecuteMinMaxRulesOnInactiveOptions

You can use this setting to, when the value is set to True, execute prevent Sales Representatives from finalizing the cart if the bundle configuration does not honor the Min Options configured for an option group of that bundle. This feature is useful when:

  • Min Options is defined for an option group.
  • The option group is hidden because the options under it do not have any active price list items.
  • Sales Representative finalizes the cart when there are no active products in an option group to fulfil the minimum number of options.

Name

APTS_ExecuteMinMaxRulesOnInactiveOptions

Value

Enter one of the following valid values:

  • True: CPQ displays an error message on the cart that configuration is pending for the bundle that has the option group (where options have inactive PLIs).
  • False: This is the default value. CPQ does not display any error message on the cart.

Code

Leave the field blank.

APTS_ExecuteRulesOnValidate

You can use this setting to, when the value is set to True, execute all rules on click of the Validate button.

Name

APTS_ExecuteRulesOnValidate

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_IncentivePricingBatchSize

You can use this setting to process the promotions in batches for a cart with a large number of line items. The batch processing is only supported for Buy X Get X and Buy X Get Y promotions with Auto Apply? enabled. You can use this feature for both regular and async pricing.

Name

APTS_IncentivePricingBatchSize

Value

Enter the number of line items to be processed in a batch.

Note:

You must define the batch size based on the complexity of the cart and the number of incentives applied on the line items.

Code

Leave the field blank.

APTS_LargeCartThreshold

You must use the custom setting Split Cart Threshold in Config System Properties instead of the admin setting APTS_LargeCartThreshold. For more information, see Config System Properties.

APTS_LargeDocSObjects

You can use this setting to define objects as Large Objects for document generation. You can also define a batch size for each of these objects. By default, CPQ considers Proposal Line Item and Agreement Line Item as Large Objects for document generation.



Name

APTS_LargeDocSObjects

Value

Leave the field blank

Code

Use the format Auto Applied <Object_API_name=<Batch Size>> to define the objects. You can add more objects separated by a new line. Decide the batch size based on the complexity of the cart and template. For example,

Apttus_QPConfig__ProposalLocation__c=5 QTC_Proposal_Related_Line_Item_c=1000

APTS_LargeDocThreshold

You must use the custom setting Large Doc Threshold in Proposal System Properties instead of the admin setting APTS_LargeDocThreshold. For more information, see Proposal System Properties.

APTS_LoadProductRelatedAttributesOnly

You can use this setting to enable the optimized retrieval of attributes on the cart page. When this setting is enabled, CPQ only retrieves the attributes in the cart that are associated with the product added to the cart. By default, all the attributes from Product Attribute Value, Product Attribute Value Ext, Product Attribute Value Ext 2, Product Attribute Value Ext 3, and custom Product Attribute Value Ext objects are loaded on the Cart page.

Name

APTS_LoadProductRelatedAttributesOnly

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_MergeCallTimeout

You can use this setting to display a timeout message whenever document generation exceeds 60 seconds.

Name

APTS_MergeCallTimeout

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_MS_EnableNameSort

You can use this setting to specify whether the related list should be sorted by the name field in the generated document. When enabled the related lists will be printed in the merge documents in the order of the name field of the related list.

Name

APTS_MS_EnableNameSort

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_NGUIOverride

You must use this setting only for troubleshooting errors. This setting overrides the ngCPQ UI with a static resource file.

APTS_NoISOCurrencyFieldObjects

You can use this setting to add support for custom object generation for objects that do not have a CurrencyIsoCode field (e.g., "EventRelation," "Task," "TaskRelation"). Separate Object names using a comma or new line. The setting is only applicable to templates in multi-currency org.

Name

APTS_NoISOCurrencyFieldObjects

Value

XML

Code

<Object API name>

APTS_NoNameFieldObjects

You can use this setting to add support for custom object generation for Objects that do not have a Name field. (for example, "EventRelation," "Task," "TaskRelation") Separate Object names using a comma or new line.

Name

APTS_NoNameFieldObjects

Value

XML

Code

<Object API name>

APTS_OrderItemActivateBatchSize

You must use the custom setting Order Item Activate Batch Size in Order System Properties instead of the admin setting APTS_OrderItemActivateBatchSize. For more information, see Configuring Order Management Custom Settings.

APTS_OrderItemCreateBatchSize

You must use the custom setting Order Item Create Batch Size in Order System Properties instead of the admin setting APTS_OrderItemCreateBatchSize. For more information, see Configuring Order Management Custom Settings.

APTS_Password

You can use this setting to create a password for protecting Microsoft Word agreements that are generated by the application. It also allows the application to password protect generated Microsoft Word documents.

Name

APTS_Password

Value

<password>

Code

Leave the field blank.

APTS_PriceListItemCustomFields

You can use this setting to auto-retrieve the custom fields in the onPriceItemSet() method in the Pricing Callback Class. For more information on Pricing Callback methods, see Pricing Callback Class.

Name

APTS_PriceListItemCustomFields

Value

Leave the field blank.

Code

Enter the API names of the custom field of the Price List Item separated by a comma or on a new line.

APTS_PricingCartRestoreMode (formerly known as APTS_RestoreLinesOnChange)

You can use this setting to maintain a replica of the cart on TurboPricing. If line items are modified after the cart is saved, this admin setting communicates those changes to the pricing engine whenever you launch the cart so that pricing is up-to-date.

Note:

APTS_RestoreLinesOnChange is renamed as APTS_PricingCartRestoreMode from the Conga CPQ May '22 release.

Name

APTS_PricingCartRestoreMode

Value

Enter one of the following valid values:

  • Quick: The user interface sends only price pending line items to TurboPricing on cart launch.
  • Full: The user interface restores full payload for all line items.

Code

Leave the field blank.

APTS_PricingSocketKeepAliveInterval

You must use this setting to re-establish the WebSocket connection before it is timed out. The WebSocket connection is disconnected every 50 seconds for security reasons.

Name

APTS_PricingSocketKeepAliveInterval

Value

Less than or equal to 45

Code

Leave the field blank.

APTS_ProductDetailsChunkSize

Warning:

You must use the custom setting Maximum Product Details Per Request in Config System Properties instead of the admin setting APTS_ProductDetailsChunkSize. For more information, see Config System Properties.

APTS_ProposalConfig

You can use this setting to enable pdf security on the generated Quote/ Proposal document. Before defining this setting you must configure Enable PDF Security and PDF Owner Password.

Name

APTS_ProposalConfig

Value

Enter the value XML.

Code

Enter the following code:

<ProposalConfig>
<PDFSecurityDefault>
<CanPrint>true</CanPrint>
<CanCopy>true</CanCopy>
<CanChange>false</CanChange>
<CanAddNotes>true</CanAddNotes>
<CanFillFields>true</CanFillFields>
<CanAssemble>false</CanAssemble>
</PDFSecurityDefault>
</ProposalConfig>

You can also use this setting to define the line and option sequence.

Name

APTS_ProposalConfig

Value

Enter the value XML.

Code

Enter the following code:

<ProposalConfig>
<SortSpec>
<SortObjects>
<SortObject>
<Name>Apttus_Proposal__Proposal_Line_Item__c</Name>
<SortFields>
<SortField>
<Name>SequenceLine__c</Name>
</SortField>
<SortField>
<Name>SequenceOption__c</Name>
</SortField>
</SortFields>
</SortObject>
</SortObjects>
</SortSpec>
</ProposalConfig>
Depending upon your business object (Quote/Proposal or Agreement), you can enable this for ProposlConfig or ComplyConfig respectively.

APTS_RefineSearchCheckboxDisplayLimit

You must use the custom setting Refine Search Checkbox Display Limit in Config System Properties instead of the admin setting APTS_RefineSearchCheckboxDisplayLimit. For more information, see Config System Properties.

APTS_RollUpOptionNetAdjustment

You can use this setting to display the adjustments on options at the bundle and summary totals level.

Name

APTS_RollUpOptionNetAdjustment

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_ShowSendEmailConfirmation

You can use this setting to display a confirmation popup of email sent after presenting a quote using the Present button.

Name

APTS_ShowSendEmailConfirmation

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_SortDocumentsDesc

This admin setting is deprecated. You must use the custom setting Sort Documents Descending in Proposal System Properties instead of the admin setting APTS_SortDocumentsDesc. For more information, see Proposal System Properties.

Note:

If you are upgrading from the May '22 or September '22 to February '23 or later releases of CPQ, you must remove the APTS_SortDocumentsDesc admin setting. The admin setting is no longer supported.

APTS_TranslatePickValuesInDocs

You can use this setting to, when the value is set to True, get translated value of picklist options in the generated document.

Name

APTS_TranslatePickValuesInDocs

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_UIPageConfig

You can use this setting to clone a quote with line items and redirect it to a custom VF page.

Name

APTS_UIPageConfig

Value

Enter the value XML.

Code

Enter the following code:

<UIPageConfig>
<UIAction name="clone_proposal">
<CustomPage>
<Name>CustomCloneProposal</Name>
</CustomPage>
</UIAction>
</UIPageConfig>

Here "CustomCloneProposal" is a custom VF page.

APTS_UpdateViewApiBatchSize

You can use this setting to specify the batch size for the Category Maintenance batch job when the job is executed using the exposed global Apex method CPQWebService.updateHierarchyViews(). You must specify a batch size value only when you notice limit exceptions in batch jobs because of complex categories with a lot of hierarchy levels. In such cases, you must decrease the batch size to execute the batch jobs successfully.

Name

APTS_UpdateViewApiBatchSize

Value

Enter a value between 1 and 2000. The default batch size for the Category Maintenance batch job set in this global method is 2000.

Code

Leave the field blank.

APTS_UpdateViewProductBatchSize

You can use this setting to define the product batch size for update view.

Name

APTS_UpdateViewProductBatchSize

Value

Enter a number.

  • If the APTS_UpdateViewUseDmlLimit admin setting set to True, the value of the APTS_UpdateViewProductBatchSize setting must be (10,000/# of price lists)*2
  • If the APTS_UpdateViewUseDmlLimit admin setting set to False, the value of the APTS_UpdateViewProductBatchSize setting must be (50,000/# of price lists)*2

Code

Leave the field blank.

APTS_UpdateViewProductClasses

You can use this setting to execute the Category Maintenance batch job for the changes you make modifications to existing records instead of executing the batch job on the entire category definition.

Name

APTS_UpdateViewProductClasses

Value

Leave the field blank

Code

Enter the Product Classification records of the newly added products.

Note:

These records are created after you associate products to the category.

In case, you want to execute a maintenance batch job for the entire definition, clear the Code field, and then execute the Category Maintenance batch Job.

APTS_UpdateViewUseDmlLimit

You can use this setting to, when the value is set to True, consider DML Salesforce limits for executing category maintenance jobs.

Name

APTS_UpdateViewUseDmlLimit

Value

Enter one of the following valid values:

  • True
  • False

Code

Leave the field blank.

APTS_UseWizardServer

Conga Contract Lifecycle Management uses this admin setting. For more information, see Admin Entries in CLM documentation.

APTS_VirtualizationThreshold

This admin setting is deprecated. You must use the custom setting Grid Render Threshold in Config System Properties instead of the admin setting APTS_VirtualizationThreshold to manage scroll performance. For more information, see Config System Properties.

Apttus_QPConfig__CloneWithApprovalStatus__c

You must use the custom setting Clone With Approval Status in Proposal System Properties instead of the admin setting Apttus_QPConfig__CloneWithApprovalStatus__c. For more information, see Proposal System Properties.

EnableContextualTotals

You must use the custom setting Enable Contextual Totals in Config System Properties instead of the admin setting EnableContextualTotals. For more information, see Config System Properties.

Administrator Guide
Salesforce
CPQ

December 24, 2024