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CPQ for Salesforce

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CPQ for Salesforce

Getting Started

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Logging on to CPQ

Note: Do not use the Back button on your browser when using CPQ.
  • You have installed all of the required CPQ module packages.
  • You have administrative privileges.
  • You have login credentials provided by Conga.
Log in to your Salesforce.com org to access CPQ.
  1. Go to http://www.salesforce.com/.

    Or

    If your organization is using a sandbox or test environment to access CPQ (for example, if you are doing user acceptance testing), go to http://test.salesforce.com/ instead.

  2. From the toolbar at the top of the page, click Login.
  3. Enter your user name and password, and click Log in.
  4. Navigate to Apttus Proposal Management to access the proposals.
    • In Salesforce Classic: Click the App Menu
    • In Salesforce Lightning Experience: Click the App Launcher.
User Guide
Salesforce
CPQ

September 30, 2025