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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral
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)CPQ 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 SearchTurboEnginesX-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 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

Managing Price Waterfall

download

Configuring Visualforce Page for Price Waterfall Section

You can embed a custom Visualforce (VF) page on the waterfall screen in Salesforce to display additional data related to line items and enable further customization based on your requirements.

To create a visualforce page

  1. Go to Setup > Custom Code > Visualforce Pages and click New.
  2. Enter Label and Description for the visualforce page. Name will be auto populated once you enter the Label.
  3. Create Visualforce Markup for the price waterfall screen. Example: 
    <apex:page sidebar="false" showHeader="false" StandardController="Apttus_Config2__LineItem__c" extensions="CustomWaterfallController">
  <h1>LineItemId :- {!lineItem.Id}</h1><br/>
  <h1>name:- {!lineItem.Name}</h1><br/>
  <h1>product :- {!lineItem.Apttus_Config2__ProductId__r.Name}</h1><br/>
  <h1>option :- {!lineItem.Apttus_Config2__OptionId__r.Name}</h1>
</apex:page>
  4. Click Save.

To configure visualforce page in config system properties

  1. Go to Setup > Config System Properties and click Manage.
  2. Search System Properties and click Edit.
  3. In the Custom Waterfall Section field, enter the created Visualforce page name.
  4. Specify the section height to ensure the custom section displays properly on the waterfall page. For example, "Custom_Waterfall_Page?height=300".

    The default section height is 400.

  5. Click Save.

February 11, 2025