Salesforce CPQ: What’s Different or Not Available in the Salesforce Mobile App
Not every Salesforce CPQ feature is in the Salesforce mobile app. Learn about the
differences between desktop and mobile experiences in Salesforce CPQ. Additionally, the Salesforce
mobile app uses your Salesforce CPQ edition and your user profile and permission sets to determine
the features you can access. (Salesforce CPQ Managed Package)
Required Editions
Available in: All Salesforce CPQ Editions
Quotes
Selecting primary contacts on quotes doesn’t auto-populate the phone, fax, or email field of
the contacts under quote details on the quote record home page.
Creating quote documents isn’t supported. You generate quote documents in the desktop app
first. Your documents then show in the Quote Documents related list on the corresponding
quote.
The Clone with Related action lets you preview the related items, but the page isn’t
formatted for the mobile experience.
To view a new quote after creating it, tap the quote from the opportunity’s Quotes related
list or the quote’s list view.
Quote Line Editor
Product search isn’t available. Use the filter icon to find products based on Product Name
and Product Code.
On mobile, Salesforce CPQ doesn't use the product option drawer attributes. This also means
that the compact mode setting isn't supported. The Standard Line Item Drawer field set is
appended to the end of the Line Editor field set.
To view the Actions column, close the quote line header details, and then swipe left on the
header level quote line of the configurable product. The quote line’s header must be closed for
the swipe to work.
The quote line editor doesn’t show on one page, but instead has tabs separating the quote
and quote line fields. Specifically, the quote’s Line Editor field set appears on one tab, and
the quote line’s Line Editor field set appears on another tab.
Rich Text Editor (RTE) isn’t available, so RTE fields such as Description aren’t
editable.
When adding products configured for multi-dimensional quoting, another Segment tab appears.
This tab is for configuring quantity and pricing for each segment of the term.
Grouping quote lines adds another set of tabs that replaces the standard tab with a Group
tab. The standard tab moves to within the group, and a group-specific Detail tab is added at
the group level.
After quote line groups are added to a quote, you can’t add products to the quote outside of
quote line groups.
The Product Results Group field in the Salesforce CPQ package level settings isn’t
supported. For this reason, products in the product selection screen appear chronologically,
based on the Sort Order field, followed by Product Code.
Orders
To create an order, use the opportunity or quote’s Ordered checkbox.
Orders can be contracted in the Salesforce mobile app.
Salesforce CPQ in the Salesforce Mobile App for Salesforce Admins
Salesforce admins can’t access Setup to configure or change Salesforce CPQ Package Settings
in the Salesforce mobile app.
Admins can do only a limited amount of configuration to the Price Rule, Product, Product
Rule, and Summary Variable objects.
Salesforce CPQ Features Not Available in the Salesforce Mobile App
Usage-based pricing isn’t supported.
Consumption rates, consumption schedules, and price books aren’t available.
You can’t resize columns in the Salesforce mobile app. Column widths you set in the desktop
site apply to the Salesforce mobile app. Resetting column widths to the default is available
only in the desktop site.
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