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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)Conga CopilotCPQ 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 SearchTest 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 ExcelX-Author for Migration Manager for Advantage PlatformX-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)Conga CopilotCPQ 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 SearchTest 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 ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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CPQ for Salesforce

Managing Services

Modifying the Association of Assets with Services by Launching the Installed Products Page Directly

You can launch the Installed Products page directly for the Add/Remove flow (Service CPQ), where you can modify the association of assets with services.

To modify the association of assets with services

  1. Create a quote.
  2. Click Configure Products. The Catalog page is displayed.
  3. Click Installed Products. The Installed Products page is displayed.
  4. Select the required assets that you want to associate with service products.Example:
    • Standalone Asset 1
    • Standalone Asset 2
  5. Click Relate. The Service Catalog is displayed.
  6. Click Add to Cart for the service products that you want to associate with the selected assets.Example:
    • Service Product 1
    • Service Product 2
  7. On the Mini-Cart, View Cart. The Service Cart page is displayed.
  8. Finalize the cart (or save it). CPQ finalizes the cart and navigates you back to the quote.
  9. Click the custom button (where the administrator has used the service parameter, servicePLN=2). CPQ launches the Installed Products page directly with Standalone Asset 1 and Standalone Asset 2 selected by default. You can see the service parameter in the URL now. On the Mini-Cart, you can see Service Product 1 Service Product 2.
  10. Modify the association of assets with Service Product 2:
    • Add more assets.
    • Remove the assets you will no longer associate with the service.
  11. Click Relate. The Service Catalog with the service product that you passed in the parameter is displayed. In this case, Service Product 2 is displayed.
  12. Click Update.
User Guide
Salesforce
CPQ

June 5, 2025