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CPQ for Advantage Platform

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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 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 NotesGeneralDocs by Release

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CPQ for Advantage Platform

Configure Global Settings

Configuring Object Summary View Settings

You must configure object summary view settings to display the summary information for the proposal (cart header), product, and account.

If there is no Object Summary Setting configured, only the name is displayed by default when you open the Proposal, Product, and Account summary pop-up.

  1. Go to ADMIN SETUP > Application Settings > Global Settings > Object Summary View.
  2. Configure the following details and click Save.

    Field Name

    Description

    For Product Summary:

    Name

    Enter the name as "Product Summary".

    Object Name

    Select the object name as "Product".

    Display Fields

    Select product field names. You can select any field from the product.

    For Proposal Summary:

    Name

    Enter the name as "Proposal Summary".

    Object Name

    Select the object name as "Proposal".

    Display Fields

    Select proposal field names. You can select any field from the proposal.
    Note:

    After selecting proposal field names from the list, you must add them again using the Create Flow Displays API. For more information, Create flow displays in Conga Developer Portal.

    Example
    {
        "Flow": "system",
        "DisplayType": "Proposal Summary",
        "FieldLength": 80,
        "FieldName": "Name",
        "FieldType": "STRING",
        "IsCalculated": false,
        "IsRichText": false,
        "Label": "Proposal ID",
        "Scale": 0
    },
    {
        "Flow": "system",
        "DisplayType": "Proposal Summary",
        "FieldLength": 18,
        "FieldName": "Account",
        "FieldType": "REFERENCE",
        "IsCalculated": false,
        "isRichText": false,
        "Label": "Account",
        "Scale": 0,
        "SObjectName": null
    }
    For Account Summary:

    Name

    Enter the name as"Account Summary".

    Object Name

    Select the object name as "Account".

    Display Fields

    Select account field names. You can select any field from the account.

    When you click the proposal name, product name, or the account name on the catalog page, you can see the configured fields on the relevant pages.
Administrator Guide
Conga
CPQ

May 4, 2026