Creating Favorite Configurations Without a Quote
In traditional Conga CPQ workflows, creating a favorite configuration required you to first generate a quote or proposal. For sales operations and administrators who set up reusable promotional bundles or pre-configured product offerings, this requirement introduced unnecessary overhead and cluttered your Salesforce organization with dummy quote data.
With the ERROR - unresolved reference (product_name) Favorite Configuration enhancement, you can treat Favorite Configuration as a standalone, first-class business object. You can create a favorite configuration record, assign a price list, launch the CPQ cart using the Configure Products action, and save product line items directly to the favorite record.
Key Benefits
- Eliminates Dummy Data: You no longer need to create dummy opportunities, accounts, or quotes to build reusable favorite configurations.
- Streamlined Operations: Sales operations and administrators can design and update promotional bundles directly from the Favorite Configuration list view.
- Direct Cart Context: Launching CPQ from a favorite configuration record automatically initializes product configuration and session context for seamless cart management.
Supported Personas
This functionality serves two primary personas:
| Persona | Description |
|---|---|
| Administrator / Sales Operations Persona | You define the basic favorite configuration record, specify active status, assign price lists, and establish baseline product bundles for your organization. |
| Sales User Persona | You access pre-configured favorite configurations when building quotes or use favorite records to quickly add standardized product sets to active transactions. |