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Add Multisite Custom Record Types to Industries CPQ in LWC
To use the Lightning Web Components interface for Industries CPQ, create UI containers for the group member types that Industries CPQ support by default. The group member types include quote records, service accounts, and subscriber accounts. Also, make the Opportunity field visible to users.
Before You Begin:
Configure your org for LWC CPQ. See Deploy Industries CPQ in LWC with Standard OmniStudio or Deploy Industries CPQ in LWC with Managed Package Omnistudio.
- From the Setup app, open the Lightning App Builder.
- Find the Default CPQ Quote Record Page, and click Edit.
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Add the Flexcard with the name, cpqMultisiteLocationsContainer to the CPQ quote
records.
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Select the component with the tabs.
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In the Tabs panel, click Add Tab.
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Click the new tab, and from the Tab Label list, select Custom.
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in the Custom Label field, enter a name, such as Locations, and click Done.
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Click the new tab to select it.
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In the Components panel, search for cpqMultisiteLocationsContainer.
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Drag the cpqMultisiteLocationsContainer into the new tab region.
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Click Save.
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- Repeat above steps to add the cpqMultisiteServiceAccountContainer component to the CPQ quote records.
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Repeat above steps to add the
cpqMultisiteSubscriberAccountContainer component to the CPQ quote records.
- In the Custom Label field, enter a name, such as Subscriber Accounts.
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In the Components panel, search for cpqMultisiteSubscriberAccountContainer.
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Repeat above steps to add the
cpqMultisitePremisesContainer component to the CPQ quote records.
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In the Custom Label field, enter a name, such as Premises.
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In the Components panel, search for cpqMultisitePremisesContainer.
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- From the Lightning App Builder, find the Default CPQ Order Record Page, and click Edit.
- Repeat above steps for the order records.
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Make the OpportunityId field visible to users.
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From Setup, search for and open Object Manager.
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From the objects list, open the Order object.
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Click Fields & Relationships for Order.
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Enter opportunity in the quick box.
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Click the Opportunity field with the OpportunityId field name.
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Click View Field Accessbility.
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From the field accessibility list, select Opportunity.
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For a profile that uses multi-site quotes and orders, click Hidden in the Group Cart column.
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On the Access Settings page, select Visible for the profile, and click Save.
The field is visible though it shows as Hidden for the profile.
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