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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

Getting Started with CPQ

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Logging in to 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.

Note: Do not use the Back button on your browser when using CPQ.
To log in to 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.
    The login page opens.
  3. Enter your user name and password, and click Log in.
  4. Navigate to Conga Product Setup or Cona Pricing Setup to access the Product or Pricing setup tabs, respectively.
    • In Salesforce Classic: Click the App Menu ().
    • In Salesforce Lightning Experience: Click the App Launcher ().

Now you are ready to start configuring your products and pricing in CPQ.

Note:

For using Lightning Experience in your Salesforce org, you must enable My Domain in your organization. To know how to enable My Domain in your org, refer to the Salesforce Help page My Domain.

Administrator Guide
Salesforce
CPQ

December 24, 2024