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

To Enable CPQ for Partner Community users

download

Configuring a Partner Community Site

  1. Go to Setup > Customize > Digital Experiences > All Sites. The Digital Experiences page is displayed.
  2. Click New. The Choose the Experience You Love page is displayed.
  3. On the All tab, select a required theme. The Customer Service page is displayed.
  4. Click Get Started. The Enter a Name page is displayed.
  5. In the Name field, enter a name for your community.
  6. In the URL field, enter a site prefix.
  7. Click Create. It may take time to load the new community page.
  8. Click Administration. The Administration page is displayed.
  9. Click Settings. The Setting section is displayed.
  10. Click Activate. A confirmation pop-up is displayed.
  11. Click OK. You must complete the following configuration for the site.

Members

  1. On the Administration page, click Members on the left panel. The Members section is displayed.
  2. Under Select Profiles, in the Search drop-down, select All.
  3. From the Available Profiles list, select the required profile. For example, Partner Community User Cloned.
  4. Click Add to move it to the Selected Profiles list.
  5. Click Save.

Menu Items

  1. Click Administration on the top-left and click Builder.
  2. Click the is displayed on the right side.
  3. Click Edit Default Navigation. The Edit Default Navigation pop-up is displayed.
  4. Click Add Menu Item. The Menu Items section is displayed on the pop-up.
  5. Enter the following details:
    1. In the Name field, enter Quotes.
    2. From the Type drop-down, select Salesforce Object.
    3. From the Object Type drop-down, select Quote/Proposal.
    4. From the Default List View drop-down, select Default.
    5. Select the Publicly available checkbox.
  6. Click Add Menu Item. The Menu Items section is displayed on the pop-up.
  7. Enter the following details:
    1. In the Name field, enter Agreements.
    2. From the Type drop-down, select Salesforce Object.
    3. From the Object Type drop-down, select Agreement.
    4. From the Default List View drop-down, select Default.
    5. Select the Publicly available checkbox.
  8. Click Save Menu. The menus you added are displayed on the toolbar that is displaying the HOME tab.
  9. Click Publish from top right. The Publish your site? pop-up is displayed.
  10. Click Publish and then click Got It.
Administrator Guide
Salesforce
CPQ

December 24, 2024