Configuring Revenue Admin Application Settings
After running the data sync on all CPQ and CRM master objects, perform the following configurations on the CPQ on Conga Platform to load appropriate pages for various sections, such as Catalog, Configuration, Cart, and Asset.
Configuring General Settings
Configuring Catalog Settings
This task provides instructions for configuring the catalog settings in the Conga Platform, including setting up display options and product details.
Configuring Config Settings
Instructions for configuring Config settings in the Revenue Admin application on the Conga Platform.
- Log in to the Conga Platform as an admin user.
- Click the App Launcher (
) icon from the top-left corner and go to Revenue Apps. A Proposals page is displayed.
- In the left navigation pane, click the Revenue Admin Icon.
- Under ADMIN SETUP, go to Application Settings > Global Settings > Config.
- Enter the following details and click Save.
Setting | Description |
---|---|
Display Settings | |
Hide Price Column | Turn this setting ON to disable the price column from the options page. By default, this setting is turned off. |
Listed Options Column 2 | Enter the API name of the product field to be displayed in the Listed Options section. |
Listed Options Column 3 | Enter the API name of the product field to be displayed in the Listed Option section. |
Show Option Quantity | Turn this setting ON to display the quantity in the body of the options pages. |
Disable Add To Cart for Option Products | Turn this setting ON to hide the Add To Cart and Configure buttons for an option product on the catalog page. This is helpful to prevent your sales representative from selling an option product without its bundle product. |
Show Tab View | Turn this setting ON to display option groups in a tab view instead of sections on the options page. |
Bundle Description Field | Enter the field names from the product object to be displayed as bundle description. |
Enable Option Page Search | Turn this setting ON to allow option search on the bundle configuration page. |
Collapse All Leaf Option Groups | Turn this setting ON. This option defines whether the child option groups inside a bundle are expanded or collapsed by default. |
Miscellaneous | |
Enable Field Expressions | Turn this setting ON to enable field expressions. |
Configuring Cart Settings
Instructions for configuring Cart settings in the Revenue Admin application on the Conga Platform.
- Log in to the Conga Platform as an admin user.
- Click the App Launcher (
) icon from the top-left corner and go toRevenue Apps. A Proposals page is displayed.
- In the left navigation pane, click the Revenue Admin Icon.
- Under ADMIN SETUP, go to Application Settings > Global Settings > Cart.
- Enter the following details and click Save.
Settings | Description |
---|---|
Display Settings | |
Enable Auto Sequencing For Options | Turn this setting ON to enable auto-sequencing for options. If you do not turn this setting on, the sequencing of option line items on the cart will be based on the user selection sequence rather than the bundle options sequence. |
Show Recommended Products Cart View | Turn this setting ON to display the recommended products component in the Cart Detail View page. |
Product Display Max Length | Enter the maximum number of characters to be displayed for the product name on the cart page. If the product name exceeds the maximum length, CPQ displays an ellipsis or wraps the product name. The default value is 21. |
Show Attributes In Cart | Turn this setting ON to display the specified attributes applicable to the line items in the cart. Attributes appear in the product dialog. |
Expand Bundles In Cart | Turn this setting ON to expand all attributes and options of a bundle product in the cart. |
Hide Copy Action | Turn this setting ON to hide the copy action in the cart view. |
Group By Fields | Enter the API names of those line item fields that are of the type: Lookup, Formula Fields, and Text. These line item fields are displayed under the Group By drop-down on the cart page. |
Hide Grand Total | Turn this setting ON to hide the grand total line on the cart page. |
Hide Subtotals In Cart | Turn this setting ON to hide subtotals in the cart view. |
View Cart Total Custom Fields | Enter the list of custom fields from the summary group object to be displayed in the custom view cart page. Each field API name must be separated by a comma or a new line. |
Disable Cart Activity History | Turn this setting ON to disable the generation of activity history in product configuration. If you turn this setting on, CPQ does not add entries to the Activity History-related list when you create, finalize, or reconfigure a product configuration. |
Disable Cart Async Notification | Turn this setting ON to disable the email notifications you receive after completion of any async operation such as cart finalization and pricing in every type of quote or agreement. |
Enable Contextual Totals | Turn this setting ON to display the subtotals and totals section at the bottom of the cart page. |
Grid Render Threshold | Enter the number of rows to load when the cart grid renders. This setting improves the grid scroll performance, with a default value of 20. You must adjust the value based on the number of lines displayed on the cart. |
Hide Cart Views | Turn this setting ON to hide cart views on the cart. |
Hide Cart Views Creation | Turn this setting ON to hide cart view creation. |
Column Render Threshold | Enter the number of columns to load when the cart grid renders. This setting improves to improve the grid horizontal scroll performance, with a default value of 10. Must be adjusted to a higher value based on the number of columns displayed in a cart. |
Enable Paginated Grid | Turn this setting ON to enable pagination for the cart grid. |
Field Set Settings | |
Line Item Fields to Revalidate Invalid Price List Items | Select the line item fields to be used to revalidate invalid price list items. This field set controls a list of display fields in the revalidation pop-up for price list item changes. |
Line Item Fields to Revalidate Product Structures | Select the line item fields to be used to revalidate product structures. This field set controls the list of display fields in the revalidation pop-up for product structure changes. |
Advanced Settings | |
Enable Optional Items | Turn this setting ON to enable optional items in the cart. |
Max Allowed Lines For Mass Actions | Enter the maximum number of line items (supported by the product) to be allowed for performing mass actions on the cart page. |
Run Validation Callback On Add | Turn this setting ON to invoke the Validation Callback when adding a product. |
Save On All Actions | Turn this setting ON to save the configuration when you perform any action on the cart page. |
Mini Cart Settings | |
Hide Selected Products Column1 | Turn this setting ON to hide the column that displays the product name. |
Selected Products Column2 | Enter the API name of the line item field to be displayed in the selected products section. Example value: ProductId__r.ProductCode |
Selected Products Column3 | Enter the API name of the line item field to be displayed in the selected products section. Example value: ProductId__r.ProductCode |
Selected Products Column4 | Enter the API name of the line item field to be displayed in the selected products section. Example value: ProductId__r.ProductCode |
Next Step: Flow Settings