Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Page Sections

TurboPricing Assessment Package Installation

Apttus_TPAssessment package contains the TurboPricing Assessment page and related resources. Installing this package creates a TurboPricing Assessment tab. This tab includes a list of features that are currently used and supported features in TurboPricing.

Note: This package depends on the CPQ package (Spring '19 or later).

Prerequisites

Rename the instance names for Config System Properties and Config Custom Classes as mentioned below.

Custom Setting Name

Instance Name

Config System Properties

System Properties

Config Custome Classes

Custom Classes

Installing TP_Assessment Package

Ensure that you have administrative privileges in your Salesforce environment before proceeding with the installation. This package is compatible with both production and sandbox environments, but the URL must be adjusted accordingly.

  1. Click the https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002ScHF link. The Salesforce login page is displayed.

    If you are trying to install in a sandbox or test environment, enter https://test.salesforce.com/ at the beginning of the URL.

  2. Enter your user name and password, and click Log In.
    The package may require a password and the default password is 12345.
  3. After installing the TurboPricing Assessment package, provide necessary permissions to the required profiles.

Navigating TurboPricing Assessment Tab

  1. Go to https://salesforce.com/
  2. Enter your user name and password, and click Log In.
  3. Click All Tabs () > TurboPricing Assessment.


TurboPricing Assessment Package Upgrade Process

The Apttus_TPAssessment package is an unmanaged package. Therefore, you can not upgrade the Apttus_TPAssessment package directly to the latest version. To upgrade the TurboPricing Assessment package, uninstall the old version from your org before installing the latest package.