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Salesforce Integration Instructions: 28 Hits
AP CPQ tenant info. If you are embarking on this setup, you most likely have a tenant. If not, you shoul... er or the mobile device.</note> ===== Salesforce Setup ===== There are 6 essential steps to set up the ... *Before you start, know where to enter the setup feature in Salesforce. At any time you can click the Setup button to get back into setup. Setup is found in the upper right-hand side of Salesforce
Access Rights: 21 Hits
ights** gives you an option to hide some of the **Setup** sections and entities or make them read-only to... main.\\ <note> For now, the only options under **Setup Sections** that can be flagged as read-only are *... ted it will have the option to assign rights to **Setup** sections and entities to other administrators. ... mission groups and allow them to access certain **Setup** sections and entities. These sections and entit
Product Nesting: 14 Hits
is type of product configuration structure can be setup with unlimited levels of nesting. The configurat... mple, the user can configure an office’s computer setup, which includes choosing the computers, printers,... ow product nesting or hierarchical products to be setup (see [[adminhelp:productadministration:products:m... each of these display types). Product nesting is setup by creating references to other products from the
Integration With ResponsAbility: 14 Hits
to use Ask An Expert feature you have to perform setup in both ResponsAbility and CallidusCloud CPQ.</note> ===== ResponsAbility ===== To setup CPQ integration go to **Setup>>Tools>>Integrations>>Call... you will need to paste into the CallidusCloud CPQ Setup below will then appear. <note>By setting up the... onsAbility: - Ask An Expert workflow (Setup>>Workflows>>Workflows) - Permissions
Change Set: 12 Hits
ure which increases traceability of changes (in **Setup** or via scripting) and ensures that appropriate ... ts. If you want a change set to be displayed in **Setup** in sandbox and production environments, you nee... u wish to use in the **Change Set** dropdown in **Setup**. Once you select a change set, all changes that... ppear in the dropdown, but you can find them in **Setup** > **Audit Trail** > **Change Set** (where all c
Contract Pricing/Discounting: 11 Hits
times for some products. The discount needs to be setup to specify contract/special prices for some produ... to customer)\\ For both use cases, the prices are setup using a custom table.\\ ===== Solution ===== <no... dd Item button is clicked. Navigate through **CPQ Setup→Users→User Types** to confirm the customer requir... Create a custom table**\\ Navigate through **CPQ Setup→Product Catalog→Custom Tables**, click on the **I
CPQ Package for SFDC: 11 Hits
e the integration process with minimal additional setup adjustments. The advantages of integrating CPQ an... wnloaded and installed and the adjustments in the Setup are finished, the integration is enabled for all ... the integration requires certain adjustments in **Setup**, only administrators can integrate CPQ and SFDC... alled. After you make additional adjustments in **Setup**, all your users will be able to use the CPQ-SFD
What to delete vs. not delete: 11 Hits
letion (one at a time)**\\ Navigate through **CPQ Setup→Products Catalog →Products**. This opens the prod... be accessed under the Products admin menu **(CPQ Setup→Products→Product Import)**. From this page, user ... cess this functionality from Products page **(CPQ Setup→Products→Products)** where all products are liste... with the correct rights. Navigating through **CPQ Setup →Products Catalog → Products** will open up the *
Rounding Setup: 11 Hits
====== Rounding Setup ====== \\ In **Setup** > **Pricing/Calculations** > **Rounding Setup**, you can cre... rule can be edited. </note> Since the **Rounding Setup** on Quote 1.0 differs from the one in Quote 2.0,... dding Rounding Rules in Quote 1.0 === - Go to **Setup** > **Pricing/Calculations** > **Rounding Setup**... rameters in **Pricing/Calculations** > **Rounding Setup** that can be applied to the rounding logic you w
Audit Trail Logs: 10 Hits
n and logs them in the dedicated section of the **Setup**. The audit trail logs changes that are performe... formation can be found in the following tabs in **Setup** > **Audit Trail** > **Audit Trail**: * [[adm... ted, you can specify data deletion intervals in **Setup** > **Security** > **Data Deletion** > [[adminhel... ed by administrators in various sections of the **Setup** and displays them in the **Admin Actions** tab.
Approval for Product Options (Attribute): 9 Hits
Level Aggregate GI in approval rule \\ **Step 1: Setup Product with Option/Attribute (if necessary)**\\ Be sure the specific option/attribute is setup in the product. When approval is conditioned based o... oduct in the quote, then an attribute needs to be setup in that product as a flag for approval and preselect it. Navigate through **CPQ Setup→Products Catalog→Products**, edit the product (Desktop computer
SAP CPQ Package for SFDC: 9 Hits
e the integration process with minimal additional setup adjustments. The advantages of integrating SAP CP... loaded and installed and the adjustments in the **Setup** are finished, the integration is enabled for al... the integration requires certain adjustments in **Setup**, only administrators can integrate SAP CPQ and ... page. After you make additional adjustments in **Setup**, all your users will be able to use the SAP CPQ
CPQ and DocuSign Integration: 8 Hits
stom field had to be created through the DocuSign setup process. That custom field had the same format as... 00}}\\ \\ ====== The CPQ side ====== \\ Go to **Setup** > **Providers** > **Providers**. A page contain... s four built-in actions that are available in CPQ Setup : * **Generate Document E-Sign ** * **Chang... rkflow Permission for it.\\ \\ To do so, go to **Setup** > **Workflow/Approval** > **Workflow Permission
Approval Process for Payment Terms: 8 Hits
ost business processes, Payment terms needs to be setup to specify when payment is due. Payment terms are... ilable in your tenant. If so you can go to **CPQ Setup→Quotes→Custom Fields** to edit the label, permiss... reated for payment terms. Navigate through **CPQ Setup→Quotes→Custom Fields** and create a new custom fi... t exist, then you can create it by going to **CPQ Setup→Products→Attributes**. You can also modify the va
Products: 7 Hits
Users: 6 Hits
Setup Home: 5 Hits
Branding: 5 Hits
User Import: 4 Hits
Attributes: 3 Hits
User Types: 3 Hits
CRM Objects: 3 Hits
Categories: 3 Hits
SAP CPQ API: 3 Hits
User Page: 3 Hits
Tutorials: 2 Hits
Pricebooks: 2 Hits
Companies: 2 Hits
Define Table: 2 Hits
User Journey: 2 Hits
Products 2.0: 2 Hits
User Classes: 2 Hits
Navigating: 2 Hits
Rules Admin: 2 Hits
Drilldown: 2 Hits
General: 1 Hits
Limitations: 1 Hits
Triggers: 1 Hits
sidebar: 1 Hits
sidebar: 1 Hits
Product copy: 1 Hits
Quote 2.0: 1 Hits
All Pages: 1 Hits
Scripting: 1 Hits
sidebar: 1 Hits
Quote Tabs: 1 Hits
Promotions: 1 Hits
Time Zones: 1 Hits
Audit Trail: 1 Hits
CRM Quote: 1 Hits
Top menu: 1 Hits
Top menu: 1 Hits
sidebar: 1 Hits
Quote Tables: 1 Hits
sidebar: 1 Hits
sidebar: 1 Hits
Tabs: 1 Hits
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