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CPQ for Salesforce

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Conga Product Documentation

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CPQ for Salesforce

Configuring Post-Installation Settings

Basic Post-Installation Configuration

The following settings are mandatory settings in order for CPQ app to run.

  • Configuring Proposal System

  • Configuring System Properties

  • Configuring Flow

  • Configuring Custom Settings

  • Running Custom Setting Maintenance Job

Configuring Proposal System

  1. Go to Setup > Custom Setting > Proposal System Properties > Manage> New
  2. Refer to the following image and enter the values in the System property fields. (The values may vary according to your CPQ instance.)
  3. Click Save.


Configuring System Properties

  1. Go to All tabs > Config Setting > System Properties
  2. Enter values in the fields.
  3. Click Save.

Configuring Flow

  1. Go to
  2. Enter the values in the fields. Do not use special characters in the name. Refer to the image below for an example.
  3. Click Save.


Configuring Custom Settings

  1. Go to Setup > Develop > Custom Setting > Config Select Products Settings > Manage.
  2. Find Primary Settings, Click Edit.
  3. Enter a value in Carousel Default Icon ID (If you do not have any, create any notes & attachment, and get ID of that and enter here)
  4. Click Save.

Running Custom Setting Maintenance Job

You must execute the Custom Setting Maintenance Job for all the flows after defining Custom Settings and when you define or update fields in Config Settings. For more information, refer to Running Maintenance Jobs.

Configuring the Schedule Batch Job Apex Class for Telemetry Log Data Sync

The ScheduleBatchJob Apex class automates the extraction and transfer of telemetry log data to the Panopto server according to a predefined schedule. This batch job executes automatically at the specified intervals, removing the need for manual triggering and ensuring consistent, timely synchronization between Salesforce and Panopto server.
  1. Login to Salesforce.
  2. Go to Setup > Develop > Apex Classes.
  3. Click Schedule Apex.
  4. Enter the following details.
    FieldDescription
    Job NameSpecify the name for your scheduler.
    Apex ClassSpecify the Apex class name. In the Apex Class lookup, search and select TelemetryDataSyncScheduler.
  5. Under Schedule Apex Execution, select the Frequency, Start date, End date, and Preferred Start Time for the job.
    Conga recommends selecting all working days in the frequency to enable real-time sync and keep the dashboard up to date.
  6. Click Save.
Administrator Guide
Salesforce
CPQ

February 11, 2025