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CPQ for Salesforce

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CPQ for Salesforce

Navigating the CPQ Admin User Interface

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Configuring Custom Fields on Price List Related Pages

You can add custom fields to price list related pages through the CPQ Admin UI. You can add and remove the fields displayed on the pages where you can configure and manage pricing records. You can also add custom fields with Text, Number, Date, Picklist, and Lookup datatype. Perform the following steps to configure the fields:

To configure the display of the pricing fields
  1. Navigate toSetup > App Setup > Create > Objects.
  2. Selected one of the following objects where you want to add or remove pricing fields. Click Edit next to Field Set based on the page you want to configure.

    Object

    Field Sets

    Description

    Price List

    Price List List Fields

    Configure this field set to add or remove fields from the Manage Price Lists landing page.

    Price List Detail Fields

    Configure this field set to add or remove fields from the Price List Detail page.

    Price List Item

    Price List Item Detail Fields

    Configure this field set to add or remove fields from the Price List Item Detail page.

    Price List Item Product Detail Fields

    Configure this field set to add or remove fields from the Pricing tab on the Product Detail page.

    Price Matrix

    Price Matrix Detail Fields

    Configure this field set to add or remove fields from the Matrices tab page.

    Note:

    You can display fields that store IDs such as External ID or Created By ID, and fields like Delete. However, you cannot save any changes you make to them as they are not editable.

  3. Drag and drop the required fields in the In the Field Set column.
  4. Click Save.

For more information on how to configure product pricing, refer to Managing Pricing.

Administrator Guide
Salesforce
CPQ

January 29, 2025