Getting Started – Default CPQ Configuration

Hey folks. We thought it might be useful to go through some default CPQ configuration that we always configure just after installing the package. These configurations are the things we do to every org we install CPQ into.

  • Permission Sets
    • Assign CPQ Permission Set Licenses
    • Assign CPQ Permission Sets
      • User
      • Admin
    • Assign CPQ Extras Permission Set
  • Package Settings
    • Documents
      • Document Folder: Quotes
      • Full Page Preview: Checked
      • Attachment Target: Opportunity
      • Enable Multi-Language Translations: Checked
    • Line Editor
      • Visualize Product Hierarchy: Checked
      • Preserve Bundle Structure: Checked
      • Keep Bundle Together: Checked
      • Enable Expand/Collapse Bundles: Checked
      • Actions Column Placement: Left
      • Enable Multi Line Delete: Checked
      • Enable Compact Mode: Checked
      • Enable Column Resizing: Checked
    • Pricing and Calculation
      • Calculate Immediately: Checked
    • Quote
      • Allow Option Deletion: Checked
    • Order
      • Require Approved Quote: Checked
      • Default Order Start Date: Quote Start Date
      • Allow Multiple Orders: Checked
    • Additional Settings
      • Sort Products In Memory: Checked
      • Enable Product Option Drawer: Checked
      • Improve Browser Performance: Checked
      • Execute Scripts: Click
  • Layouts
    • Quote
      • Convert buttons header to enhanced buttons
        • Remove unused buttons
      • Add Related (Quick Links) to right sidebar
      • Convert layout to enhanced layout
        • Combine Fields and Additional Fields sections (not needed to be separate)
    • Quote Line
      • Make entire layout read only
    • Price Rule
      • Convert buttons header to enhanced buttons
        • Remove unused buttons
      • Convert layout to enhanced layout
        • Combine Fields and Additional Fields sections (not needed to be separate)
      • Add Related Lists under fields in Details tab
        • Set the Related List Type = Extended
      • Change the Template to “Grouped Header and One Region” and click next through and save.
      • Clone CPQ Price Rule Page Layout and set the new layout as default for all profiles.
      • Edit New Layout
        • Related Lists
          • Price Conditions
            • Add Tested Formula field
            • Add Filter Formula field
            • Add Index field
          • Price Actions
            • Add Formula field
            • Add Order field
            • Add Target Object field
            • Add Source Lookup field
    • Price Action
      • Change the Template to “Grouped Header and One Region” and click next through and save.
      • Add Order field to layout
      • Add
    • Product Rule
      • Convert buttons header to enhanced buttons
        • Remove unused buttons
      • Add Related (Quick Links) to right sidebar
  • Line Editor
    • Custom Actions
      • Go to the “Add Products” Custom Action and check the “Default” checkbox. This will cause the line editor to jump into adding products just after clicking “Edit Lines” on a Quote with no lines. It saves a click for the user.

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