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CPQ for Salesforce

Configuring Flow Settings

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Cart Page Settings

You can configure system flows to make specific actions available on the cart page.

Note:

The following are the minimum required settings (display actions, column settings, etc.) that you must configure to make them available on the cart page.

To configure the flow settings

  1. Log in to the Conga Platform as a revenue admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Revenue Apps. A Products page is displayed.
  3. Go to ADMIN SETUP > Application Settings > Flow Settings. A list of flows is displayed.
  4. Click System. A Flow Settings page is displayed. By default, a Cart Page is selected.
  5. In the Action Settings tab, enter the following minimum settings required to load the cart page.
    Note:
    • Click Add New or the add icon () to add an action (custom button).
    • Click the delete icon () to delete an action. The delete icon is visible only for custom actions added by you.
    • Drag the display actions using the icon next to a display type to rearrange the cart action sequence for the cart page.

    Action

    Action Label Name

    Display As

    Action Area

    Is Enabled

    Always Display

    GenerateDocument

    GenerateDocument

    Action

    Center

    Yes

    Yes

    EditPriceAgreement

    EditPriceAgreement

    Action

    Center

    Yes

    Yes

    Finalize

    Finalize

    Action

    Center

    Yes

    Yes

    Abandon

    Abandon

    Action

    Center

    Yes

    Yes

    Save

    Save

    Action

    Center

    Yes

    Yes

    QuickSave

    QuickSave

    Action

    Center

    Yes

    Yes

  6. Click Save.
  7. Click the Column Settings tab. The following column settings are displayed.
    • Cart Line Item
    • Total Columns
    • Price Ramp
    • Usage Price Tier
    • Tiered Price
    • Related Price
    • Adjustment Line Item
    • Mass Update
    • Agreement Price Rule
  8. In the Cart Line Item settings, enter the following and click Save.

    Field Name

    Style

    Style Class

    Is Editable

    BasePrice

    text-align:right

    aptCurrency

    Yes

    Quantity

    text-align:right

    aptQuantity

    Yes

    SellingTerm

    text-align:right; width:60px;

    aptQuantity

    Yes

    NetPrice

    text-align:right

    aptCurrency

    Yes

    StartDate

    text-align:right

    Leave blank

    Yes

    EndDate

    text-align:right

    Leave blank

    Yes

    ExtendedPrice

    text-align:right

    aptCurrency

    Yes

  9. In the Total Columns settings, enter the following and click Save.

    Field Name

    Style Class

    Is Editable

    AdjustmentType

    aptAdjustmentType

    Yes

    AdjustmentAmount

    aptAdjustmentAmount

    Yes

  10. In the Price Ramp, enter the following and click Save.

    Field Name

    Is Editable

    Quantity

    Yes

    Selling Term

    Yes

    SellingFrequency

    Yes

    ExtendedPrice

    Yes

    AdjustmentTyoe

    Yes

    AdjustmentAmount

    Yes

    StartDate

    Yes

    EndDate

    Yes

  11. In the Usage Price Tier, enter the following and click Save.

    Field Name

    Is Editable

    TierStartValue

    Yes

    TierEndValue

    Yes

    UsageRate

    Yes

    FlatPrice

    Yes

    IsIncluded

    Yes

  12. In the Tiered Price, enter the following and click Save.

    Field Name

    Is Editable

    Sequence

    Yes

    TierStartValue

    Yes

    TierEndValue

    Yes

  13. In the Related Price, enter the following and click Save.

    Field Name

    Is Editable

    Related ChargeType

    Yes

  14. In the Adjustment Line Item settings, enter the following and click Save.

    Field Name

    Is Editable

    Type

    Yes

    AdjustmentAppliesTo

    Yes

    AdjustmentType

    Yes

    AdjustmentAmount

    Yes

    BenefitQuantity

    Yes

    RunningTotalAdjustedPrice

    Yes

  15. In the Mass Update settings, enter the following and click Save.

    Field Name

    Is Editable

    Quantity

    Yes

    AdjustmentType

    Yes

    AdjustmentAmount

    Yes

    StartDate

    Yes

    EndDate

    Yes

  16. In the Agreement Price Rule settings, enter the following and click Save.

    Field Name

    Is Editable

    Sequence

    Yes

Next Step: Catalog Page Settings

Administrator Guide
Conga
Salesforce
CPQ

February 11, 2025