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CPQ for Salesforce

About Asset Management Flows

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Configuring Asset Management Flows

For the different Asset Management Flows explained here, you must configure different custom settings.

To enable the Quote/Proposal Flow

  1. Go to Setup > Build > Customize > Develop > Custom Settings > Proposal System Properties > Manage.
  2. Click Edit next to System Properties.
  3. Search for Auto Create Order checkbox and select it. For more information, Configuring Proposal Settings.
  4. Click Save.

To enable the CSR (Order) Flow

Asset Manager is a simple formula field that enables the creation of an order header which in turn is used as a container to manage a customer's assets without a proposal.

  1. Click Setup > Create > Objects.
  2. Select the Account object and go to the Custom Fields & Relationships related list.
  3. Create a new formula field with the label Asset Manager and Text as Return Type.
  4. In the advanced formula editor, enter the query string with the following parameters.
    HYPERLINK("/apex/Apttus_Config2__AccountOrderCreate?id=" & Id & "&method=csrFlow&flow=csrFlow&priceListId=<pricelistid>&launchState=assets&autoFinalize=true&activateOrder=true&retId=" & Id , IMAGE("", "Asset Manager"),"_self")

    In the above formula, replace <pricelistid> with the ID of your desired Price List. For the flow parameter, specify the name of the Flow that you have defined in the Flow Settings. To support this button across different Price Lists, you must create separate buttons for each Price List.

  5. Click Save.

To enable the Contract Flow

  1. Go to Setup > Build > Customize > Develop > Custom Settings > Comply System Properties > Manage.
  2. Click Edit next to System Properties.
  3. Search for Auto Create Order checkbox and select it. For more information, see Comply System Properties section in Configuring Custom Settings.
  4. Click Save.
Note:

We recommend you to refrain from enabling Auto Activate Order from Comply System Properties as well as Proposal System Properties, simultaneously.

For detailed information on the behavior of these two checkboxes, see About Integration of Assets with Contracts.

Administrator Guide
Salesforce
CPQ

February 11, 2025