Loading
Manage Your Quotes with CPQ
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Conditional Custom Action

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce CPQ

            Create a Conditional Custom Action

            A custom action condition uses a logical operator to compare the value of a quote field against a user-defined value. Define the conditions for your custom action so that the action’s button is shown only when at least one condition is true. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Spring ’14 and later

            A custom action condition uses a logical operator to compare the value of a Salesforce admin-defined field against an admin-defined value. When that comparison is true, the custom action appears in the quote line editor or configurator.

            1. From your custom action record, in the Custom Action Conditions related list, click New Custom Action Condition.
            2. Choose the same target object as your custom action.
              Note
              Note Custom actions target the quote when their target object is blank. If your custom action's target object is blank, set your custom action condition's target object to Quote.
            3. Select the target field that you want to evaluate.
              If your target object is Product, your target field can only be a product option field. If your target object is Quote, your target field can only be a quote field.
            4. Select the operator to be used in the comparison.
            5. Provide a text string for your filter value.
              This string represents the value that you compare against the value of your target field.
            6. Save your custom action condition.
            7. From your custom action record, select the Conditions Met value.
              This field specifies whether your custom action must meet at least one condition to show the action’s button in the quote line editor or configurator.
             
            Loading
            Salesforce Help | Article