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CPQ for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationAgreementsAiMeApprovals 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)Contribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest 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 Excel for Advantage PlatformX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerConga Tech Pubs PlaygroundRelease NotesGeneralDocs by Release

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CPQ for Salesforce

Integration with Claude

Configuring AI Field Sets (Optional)

  • Admin access.

The CPQAgentEditorFields and CPQAgentRenderedFields field sets on the Quote/Proposal object control which fields Claude presents to users before and after quote creation.

Note: Include up to 10 fields in each field set.
  1. Navigate to Setup.
  2. Open the CPQAgentEditorFields field set.
  3. Add the fields that users must complete during quote creation.
  4. Save the field set.
  5. Open the CPQAgentRenderedFields field set.
  6. Add the fields to display after the quote is created.
  7. Save the field set.

The fields configured in CPQAgentEditorFields are displayed when users create quotes through Claude. The fields configured in CPQAgentRenderedFields are displayed after the quote is created.

September 30, 2026