Configuring Object Summary Settings
In order to show the summary information for the Proposal (cart header) and Product in the Salesforce Lightning Experience, a new custom setting named Object Summary Settings is now available.
- On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
-
Click the more icon (
) on the top-right corner and select Application Management.
- Click Object Summary Settings.
- Configure the following details.
For Proposal Summary
|
Field Name |
Description |
|---|---|
|
Name |
Specify the name as: Proposal Summary |
|
Object Name |
Specify the object name as: Apttus_Proposal__Proposal__c |
|
Display Fields |
Specify the API names as: Name,Apttus_Proposal__Proposal_Name__c,Apttus_Proposal__Account__c,PriceListid__c |
You can specify any Quote/Proposal field in a comma-separated list.
For Product Summary
|
Field Name |
Description |
|---|---|
|
Name |
Specify the name as: Product Summary |
|
Object Name |
Specify the object name as: Product2 |
|
Display Fields |
Specify the API names as: Name,Description,Family |
You can specify any Product2 field in a comma-separated list.
On the catalog page, when you click Proposal ID on the top left corner, you see proposal summary with the fields configured in Proposal Summary.
Similarly, when you click Product Name on the catalog page, you see product summary page with the fields configured in Product Summary.
If there is no Object Summary Setting defined in the system, only Name will be displayed by default when you open the Proposal or Product summary dialog box.
For Favorite Configurations
|
Field Name |
Description |
|---|---|
|
Name |
Specify the name as: Favorite Configuration |
|
Object Name |
Specify the object name as: Apttus_Config2__FavoriteConfiguration__c |
|
Display Fields |
Specify the API names as: Name,Apttus_Config2__PriceListId__c,Apttus_Config2__ConfigurationId__c |
