home

CPQ for Salesforce

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

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

CPQ for Salesforce

Configuring the Installed Products Page

download

Accessing Installed Products Page

To access the Installed Products Page, you must create a new quote. When you configure products, the system creates a new cart with an Account ID attached to it.

Add a few products to the new quote and finalize the cart and accept the quote. Make sure that the quote status has changed to Accepted. After you click the Installed Products button, the Installed Products page displays all the asset line item records from the account information linked to the current cart.

Configuring Direct Navigation from Quote/Proposal Page

Follow the steps below to configure direct navigation to the Installed Products page from the Quote/Proposal page.
To configure direct navigation from the Quote/Proposal page
  1. Click Setup > Create > Objects.
  2. Select the Quote/Proposal object and from the Custom Fields & Relationships related list, select Configure Products with the Installed Package of Conga Quote/Proposal-Asset Integration.
  3. Click Edit and replace the query string with the following parameters.

    For the classic CPQ,

    IF ( LEN( Apttus_QPConfig__PriceListId__c ) > 0 , HYPERLINK("/apex/Apttus_QPAsset__ProposalConfiguration?id=" &Id, IMAGE("/resource/Apttus_QPConfig__Button_Configure", "Configure Products"),"_self"), NULL)

    For the new UI,

    IF ( LEN( Apttus_QPConfig__PriceListId__c) > 0 , HYPERLINK("/apex/Apttus_QPConfig__ProposalConfiguration?id="&Id+"&flow=ngflow&launchState=assets", IMAGE("/resource/Button_Configure", "Configure Products"),"_self"), NULL)
  4. Click Save.

On the Quote/Proposal page when you click the Configure Products button, the Installed Products page appears instead of the Catalog page.

Accessing from Account page

Follow the steps below to access the Installed Products page directly from the Account page.
To access the Installed Products page directly from the Account page
  1. Go to Setup > Create > Objects.
  2. Select the Account object and from the Custom Fields & Relationships related list, create a new custom formula field.
  3. In the Advance Formula editor, enter the query string with the following parameters.
    HYPERLINK("/apex/Apttus_Config2__AccountOrderCreate?id=" & Id & "&method=csrFlow&priceListId=<pricelistid>&flow=csrFlow&launchState=assets& 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.

  4. Click Save.

    This button creates an order specific to a Price List and Account ID. You may have to create different asset manager buttons for different accounts.

Administrator Guide
Salesforce
Conga
CPQ

June 20, 2025