Conga Product Documentation

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Cart Features

The following cart features are supported in this release, as reflected in the parity matrix.

Feature

Sub Feature

Supported in Salesforce Classic/Turbo

Supported in Advantage Platform (API)

Supported in Advantage Platform (UI)

Launch Cart

Create New Cart

Yes

Yes

Yes

Launch Saved Cart

Yes

Yes

Yes

Reconfigure Finalized Cart

Yes

Yes

Yes

Checkout

Checkout to Quote

Yes. Supported in Digital Commerce.

Yes

Yes. Supported in Digital Commerce.

Checkout to Order

Yes. Supported in Digital Commerce.

Yes

Yes. Supported in Digital Commerce.

Activate Cart

Activate Cart

Yes

Yes

Yes

Cart Size

Upto 100 Line Items

Yes

Yes

Yes

Upto 500 Line Items

Yes

Yes

Yes

Upto 2000 Line Items

Yes

Yes

Yes

Upto 5000 Line Items

No

Yes

Yes

Upto 10000 Line Items

No

Yes

Yes

Upto 25000 Line Items

No

No

No

Summary Group

Charge Type

Yes

Yes

Yes

Frequency

Yes

Yes

Yes

Category

Yes

Yes

Yes

Product (Product Fields)

Yes

Yes

Yes

Ad-hoc (Line Item Fields)

Yes

Yes

Yes

Clone Cart

Clone Cart

Yes

Yes

Yes

Filter Cart Lines

Cart Basic Search

Yes

Yes

Yes

Cart Advanced Search

Yes

Yes

Yes

Abandon Cart

Abandon with Cart Deletion

Yes

Yes

Yes

Abandon with Status Change

Yes

Yes

No

Cart Actions

Copy Cart Lines

Yes

Yes

Yes

Delete Cart Lines

Yes

Yes

Yes

Mass Update

Yes

Yes *

Yes *

Supports a maximum of 500 lines

Add More Products

Yes

Yes

Yes

Close Cart

Yes

Yes

Yes

Save Cart

Yes

Yes

Yes

Cart Grid Feature

Display Column support

Yes

Yes

Yes

Display Action Support

Yes

Yes

Yes

Reordering Line Items

Yes

Yes

Yes

Tool Tip

Yes

Yes

Yes

Adjust column Width

Yes

Yes

Yes

Pagination & Infinite Scroll (Lazy Loading)

Yes

Yes

Yes

Cart View

Create New View

Yes

Yes

Yes

Update Existing View

Yes

Yes

Yes

Delete Cart View

Yes

Yes

Yes

Cart Flow

Support Custom Cart Flow

Yes

Yes

Yes

Cart Lookup Field Support

Cart Lookup Field Support

Yes

No

No

Extensibility

Custom Field Support for Cart Lines

Yes

Yes

Yes

Formula Field On Line Item

Yes

Yes

Yes

Formula Field on Summary Group

Yes

No

No

Custom Field on Summary Group

Yes

Yes

Yes

Launch the Cart with Parameters

FlowName

Yes

Yes

Yes

isCartTotalingDisabled

Yes

Yes

Yes

styleSheetURL

Yes

Yes

Yes

Mode (For Readonly)

Yes

No

Yes

asyncFinalize

Yes

No

No

productOrderByClause

Yes

Yes

Yes

useAdvancedApproval (Approval Check) / SkipApprovalCheck

Yes

Yes

Yes

useAdvancedCurrency

Yes

No

No

useDealOptimizer

Yes

Yes

Yes

Finalize Cart

Sync Finalize

Yes

Yes

Yes

Async Finalize

Yes

No

Yes

Quote Summary On the cart

Quote Summary On the cart

Yes

Yes

Yes

Product Summary On Cart

Product Summary On Cart

Yes

Yes

Yes

Mini Cart

Pricing Progress in Mini Cart

Yes

Yes

Yes

Remove Products from Mini Cart

Yes

Yes

Yes

By-pass Shopping Cart

Yes

Yes

Yes

Configure Mini Cart View

Yes

Yes

Yes

Pagination

Yes

Yes

Yes

Finalize From MiniCart

Yes

Yes

Yes

Cart Revalidation

Revalidate Cart for Product Changes

Yes

Yes

Yes

Revalidate Cart for Pricing Changes

Yes

Yes

Yes

Revalidation Callback

Yes

Yes

Yes

Callbacks

Display Action Callback

Yes

Yes

Yes

Validation Callback

Yes

Yes

Yes

Approvals

Line Level Approval

Yes

No

Yes

Cart Level Approval

Yes

No

Yes

Deal Guidance

Deal Guidance

Yes

Yes

Yes

Cart Collaboration

Cart Collaboration

Yes

Yes

Yes

Express Proposal

Express Proposal

Yes

No

No

Cart Locking (Concurrent Access)

Cart Locking (Concurrent Access)

Yes

Yes

No

Recommended Product

View Recommended Product

Yes

Yes

Yes

Add Recommended Product

Yes

Yes

Yes

Locale Support

Metadata Translation

Yes

No

Yes

CPQ Data Translation

Yes

Yes

Yes

Create Favorite

Create/Save Favorite

Yes

Yes

Yes

Expand/Collapse Bundle

Expand/Collapse specific Bundles

Yes

Yes

Yes

SortingSort lineitemsYesYesYes