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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)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

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CPQ for Salesforce

Managing Product Groups

Creating Product Groups

To create a product group
  1. On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab.
    The new admin console is launched.
  2. On the Products menu, click Manage Product Groups.
    Details first Product Group is displayed by default.
  3. Click New Product Group.
  4. In Group Name, enter a mandatory group name.
  5. In Description, enter a brief description to describe the purpose of the group.
  6. Click Save.
A product group is created and saved.

After you have created a product group, you can add products as members of the group. You can view the details on the product group in the Details tab.

Administrator Guide
Salesforce
CPQ

January 8, 2025