Multiple packages must be installed to implement the complete CPQ solution. Packages for CPQ must be installed in the order indicated in the table in this section. You begin with the Apttus base packages and then install the integration packages that enable the various products to function together.

You may not need to install all of the packages. For example, if your implementation does not use Apttus Advanced Approvals you do not need to install Apttus Approvals Management or Apttus Quote/Proposal Approvals Management. Refer to the table in this section to learn which packages are required for standalone CPQ and which packages are required only when you are using other Apttus products.

Apttus recommends downloading and upgrading Apttus packages in a Salesforce sandbox before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Apttus Support before you install any packages.

Install the packages in the following order.

The Apttus Base Library provides a shared library of reusable components that other Apttus packages may use. All CPQ and Contract Management customers must install this package in order to use Apttus CPQ and Contract Management products.

In addition, beginning in the Spring ’20 release, Apttus is adding a User Experience Analysis component that collects product usage data. No action is required on your part and there is no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected. If, during installation, you see an “Approve Third-Party Access” prompt, please select the Yes, grant access to these third-party web sites check box and click Continue. For more information, see CPQ on Salesforce Spring 2020 Release Notes.

OrderPackageInstall Center tab to access the packageRequired?Install this package only if you also have...
1Apttus Base LibraryContract ManagementY
2Apttus Contract ManagementContract ManagementY
3

Apttus Proposal Management

CPQY
4

Apttus Configuration & Pricing

CPQY
5

Apttus Quote/Proposal-Configuration Integration

IntegrationsY
6Apttus CPQ APICPQY
7Apttus Contract-Configuration IntegrationIntegrationsNContract Management
8Apttus Quote/Proposal-Contract IntegrationIntegrationsNContract Management
9

Apttus Quote/Proposal-Asset Integration

IntegrationsYRenewals
10Apttus CPQ AdminCPQY

If you are using Advanced Approvals for Quote, you must install the following packages:

OrderPackageInstall Center tab to access the packageRequired?
1Apttus Approvals ManagementAdvanced ApprovalsN
2

Apttus CPQ Approvals Management

Advanced ApprovalsN
3

Apttus Quote/Proposal-Approvals Management

Advanced ApprovalsN

You can additionally install the following packages if you are using the new Deal Maximizer

OrderPackageInstall Center tab to access the packageRequired?
1

Apttus Deal Maximizer Setup

Deal Maximizer

N
2

Apttus Deal Maximizer

Deal Maximizer

N
3

Apttus CPQ Maximizer

Deal MaximizerN

You must have Apttus-provided login credentials to the Apttus Community Portal to be able to download packages.


To install the CPQ managed packages

  1. Go to the Resources Install Center tab on the Apttus Community Portal.
  2. In My Packages navigation link, click CPQ. From the VERSION drop-down, select the version that you want to install.

  3. Click Install Now.

  4. Select the environment in which you want to install the packages. Click Install in Production to install the packages in your production environment. Click Install in Sandbox to install the packages in your sandbox.

  5. In the Salesforce login screen, enter your login credentials and click Log In.

  6. On the Upgrade page, enter the password provided by Apttus.

  7. Select the profile for which you want to install the package. Apttus recommends that you select Install for All Users.

  8. If you want to Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.

    • No Access - This is the default setting. Apply this access level to disable all object permissions. 

    • Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects in the CPQ package. 

    • Pricing Administrator - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all pricing-related objects in the CPQ package.

    If a permission is not enabled for a profile, you can apply Apttus-provided permission sets such as the Apttus CPQ Admin Permission Set and Apttus CPQ User Permission Set to enhance the access levels of the user profile. To assign a permission set, select it from the Available Permission Sets box and click Add. To remove a permission set assignment, select it from the Enabled Permission Sets box and click Remove. For more information, see the Salesforce Administrator Guide.

  9. Click Set.

  10. Click Upgrade.

A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.