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CPQ for Salesforce

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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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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CPQ for Salesforce

To Enable CPQ for Partner Community users

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Configuring a Profile

  1. Go to Setup > Manage Users > Profile. The Profiles page is displayed.
  2. Click the Partner Community User link. The Partner Community User page is displayed.
  3. Click Clone. The Clone Profile page is displayed.
  4. In the Profile Name field, enter a name for the profile. For example, Partner Community User Cloned.
  5. Click Save. The Partner Community User Cloned profile is created. You must complete the following configuration.

Assigned Apps

  1. Click Assigned Apps. The Assigned Apps page is displayed.
  2. Click Edit, select the Visible checkbox for the following apps:
    • Conga Approvals Management (Apttus_Approval__ApttusApprovalsManagement)
    • Conga Approvals Setup (Apttus_Approval__ApttusApprovalsSetup)
    • Conga Batch Updates (Apttus_Config2__ApttusBatchUpdates)
    • Conga Billing Setup (Apttus_Config2__ApttusBillingSetup)
    • Apttus Contract Management (Apttus__ApttusContractManagement)
    • Apttus Contract Management (Lightning) (Apttus__ApttusContractManagement_Lightning)
    • Conga Configurable Wizard (Apttus__ApttusConfigurableWizard)
    • Conga CPQ Admin (Apttus_CPQAdmin__ApttusCPQAdmin)
    • Conga Incentive Setup (Apttus_Config2__ApttusIncentiveSetup)
    • Conga Lightning Component Admin (Apttus_Base2__Configurator)
    • Conga Order Management (Apttus_Config2__ApttusOrderManagement)
    • Conga Pricing Setup (Apttus_Config2__ApttusPricingSetup)
    • Conga Product Setup (Apttus_Config2__ApttusProductSetup)
    • Apttus Proposal Management (Apttus_Proposal__ApttusProposalManagement)
    • Apttus Proposal Management (Lightning) (Apttus_Proposal__ApttusProposalManagement_Lightning)
    • Conga X-Author™ For Excel (Apttus_XApps__XAuthorExcel)
    • TurboEngines Admin (Apttus_Base2__TurboEngineAdmin)
  3. Click Save.

Object Settings

  1. Click Object Settings. The Object Settings page is displayed.
  2. Click the required object name link. The <object> page is displayed.
  3. Click Edit. Configure the following settings:

    Object Name

    Tab Settings

    Page Layouts

    Object Permissions

    Accounts

    Default On

    Varies by Record Type

    Read, Create, Edit

    Contacts

    Default On

    Varies by Record Type

    Read, Create, Edit

    DocGen Packages

    Tab Hidden

    Varies by Record Type

    Read

    Documents

    Tab Hidden

    --

    Read

    Opportunities

    Default On

    Varies by Record Type

    Read, Create, Edit

    Products

    Default On

    Product Layout (No Price)

    Read

    Proposals

    Default On

    Varies by Record Type

    Read, Create, Edit
  4. Click Save.

Apex Class Access

  1. Click Apex Class Access. The Apex Class Access page is displayed.
  2. Click Edit.
  3. From the Available Apex Classes list, select CPQ-related classes.
  4. Click Add to move them to the Enabled Apex Classes list.
  5. Click Save.

Visualforce Page Access

  1. Click Visualforce Page Access. The Visualforce Page Access page is displayed.
  2. Click Edit.
  3. From the Available Visualforce Pages list, select CPQ-related pages.
  4. Click Add to move them to the Enabled Visualforce Pages list.
  5. Click Save.

Custom Permissions

  1. Click Custom Permissions. The Custom Permissions page is displayed.
  2. Click Edit.
  3. From the Available Custom Permissions list, select the following permissions:
    • Apttus.XA_CheckinAsFinal
    • Apttus.XA_CheckInWithoutRedlines
    • Apttus.XA_CheckInWithRedlines
    • Apttus.XA_Contracts
    • Apttus.XA_Template
    • Apttus.XA_UnlockReadOnlyClause
    • Apttus.XA_UnprotectDocument
  4. Click Add to move them to the Enabled Custom Permissions list.
  5. Click Save.

Custom Metadata Types

  1. Click Custom Metadata Types. The Custom Metadata Types page is displayed.
  2. Click Edit.
  3. From the Available Custom Metadata Types list, select CPQ-related metadata types.
  4. Click Add to move them to the Enabled Custom Metadata Types list.
  5. Click Save.

Custom Setting Definitions

  1. Click Custom Setting Definitions. The Custom Setting Definitions page is displayed.
  2. Click Edit.
  3. From the Available Custom Setting Definitions list, select the following and other CPQ-related definitions:
    • Apttus*.*
    • echosign_dev1.*
  4. Click Add to move them to the Enabled Custom Setting Definitions list.
  5. Click Save.
Administrator Guide
Salesforce
CPQ

December 24, 2024