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CPQ for Salesforce

Configuring Application Management Settings

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Configuring Object Summary Settings

In order to show the summary information for the Proposal (cart header) and Product in the Salesforce Lightning Experience, use custom setting named Object Summary Settings.

  1. On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
  2. Click the more icon () on the top-right corner and select Application Management.
  3. Click Object Summary Settings.
  4. Configure the following details.

    For Proposal Summary

    Field NameDescription
    NameSpecify the name as: Proposal Summary
    Object Name

    Specify the object name as: Apttus_Proposal__Proposal__c

    Display Fields

    Specify the API names as: Name,Apttus_Proposal__Proposal_Name__c,Apttus_Proposal__Account__c,PriceListid__c

    You can specify any Quote/Proposal field in a comma-separated list.

    For Product Summary

    Field NameDescription
    NameSpecify the name as: Product Summary
    Object NameSpecify the object name as: Product2
    Display FieldsSpecify the API names as: Name,Description,Family

    You can specify any Product2 field in a comma-separated list.

    On the catalog page, when you click Proposal ID on the top left corner, you see proposal summary with the fields configured in Proposal Summary.

    Similarly, when you click Product Name on the catalog page, you see product summary page with the fields configured in Product Summary.

    If there is no Object Summary Setting defined in the system, only Name will be displayed by default when you open the Proposal or Product summary dialog box.

    For Favorite Configurations

    Field NameDescription
    NameSpecify the name as: Favorite Configuration
    Object NameSpecify the object name as: Apttus_Config2__FavoriteConfiguration__c
    Display FieldsSpecify the API names as: Name,Apttus_Config2__PriceListId__c,Apttus_Config2__ConfigurationId__c
Administrator Guide
Salesforce
CPQ

February 24, 2025