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          . CPQ Configuration Settings Reference

          CPQ Configuration Settings Reference

          ​Salesforce Industries Communications, Media, and Energy includes these custom settings that control many configure, price, quote (CPQ) features and behaviors.

          To work with CPQ configuration settings, go to the Vlocity CMT Administration tab, and under Custom Settings select CPQ Configuration Setup.

          Active CPQ Configuration Settings

          Setting Name

          Description

          Values

          Versions

          AddPromoValidate

          Promotions: If set to true, runs compatibility (or validation) rules when promotions are added to the cart. If set to false, does not run compatibility rules promotions are added.

          true/false

          Default: false

          CME 100.3.1+ minor release and later

          AllowOperationsOnDiscProducts

          Industries Cart: If set to true, child products with a cardinality of 0,0,0 can be configured or deleted in a MACD order that is being updated. If set to false, line items with child products having a cardinality of 0,0,0 can't be deleted or configured.

          true/false

          Default: false

          CME 103.1.19 minor release and later

          AlwaysInsertMessageElement

          If set to true, the API inserts the message element in all JSON nodes. If set to false or null, the API does not insert the message element. This must be set to true when using the persistent cart in an OmniScript.

          Used only with Cart-Based APIs.

          true/false

          Default: true

          CME Winter '18 and later

          AlwaysRegenerateV2AttributeFields

          v2 attribute upgrades: If set to true, Line Items Attributes Conversion job regenerates all attributes. If set to false or NULL, the Line Items Attributes job only processes attributes not yet converted.

          To use this setting, set SaveProductAttributeMetadataCPQ Configuration Settings Reference to true.

          true/false

          Default: true

          CME Fall '18 and later

          If set to true, a promotion can apply to a bundle with past or end dated child items.

          true/false

          Default: false

          CME Winter '20

          AttributeValueDisplaySortMode

          Specifies sort order of attribute picklist values in API response based on the following values:

          • ID: Picklist values sort by ID

          • DISPLAYSEQUENCE: Picklist values sort by Display Sequence

          • VALUE: Picklist values sort alphabetically by Value

          Used only with Cart-Based APIs.

          Default: VALUE

          CME 15.3 and later

          CacheAPI.BasketAPIPoolSize

          When a the Basket API is called, this setting determines the number of Pseudo Orders that are created. The value should be an integer greater than 1.

          Integer

          Default Value: 1000

          Winter '21

          CacheAPI.CacheManagement

          Enables the Regenerate Cached API Records job, which will programmatically regenerate cached API responses when your product model or sales catalog has been modified.

          To enable this setting, go to SetupDevelopCustom SettingsTrigger Setup. Add a new trigger setup detail and select the Trigger On checkbox for CacheAPI.CacheManagement.

          See Regenerate Cache Job.

          on/off

          Default: off

          CME Winter '20 and later

          CacheAPI.CheckBasketEligibility

          Checks for basket eligibility in the Create Cart API. If set to TRUE, the API checks for cartContextKey eligibility against the context of the user passed in the input. If set to FALSE, the eligibility of the Basket is not checked.

          true/false

          Default: false

          CacheAPI.CombinationLimit

          Limits the number of results that can be cached in a catalog by one EcomDataProfileGenerator cache job. Caching combinations that exceed the limit are cached in multiple jobs.

          Used only with Digital Commerce APIs.

          Integer

          Default: 2000

          CME Fall '18 and later

          CacheAPI.CreateCartBatchSize

          When creating carts in bulk, the value of this setting determines whether the

          If the number of baskets in the request is less than the value of this setting, the createCart API call is synchronous.

          If the number of baskets in the request is greater than or equal to the value of this setting, the createCart API call is asynchronous.

          For asynchronous createCartcreateCart calls, this setting indicates the number of baskets that will be processed per batch.

          Used only with Digital Commerce APIs.

          Integer

          Default: 5

          CME Fall '20 and later

          CacheAPI.CreateCartFromContextKey

          If set to true, the Create Cart from Basket uses the cartContextKey passed in the input to create the cart. If set to false or null, the JSON result from the GetOfferDetails API must be passed in the request body to create the cart.

          Used only with Digital Commerce APIs.

          true/false

          Default: false

          CME Summer '19 and later

          CacheAPI.CustomGroupContextItems

          Specifies a comma-separated list of user-defined custom context types.

          Used only with Digital Commerce APIs.

          String

          Default: empty string (null)

          Winter '19 and later

          CacheAPI.ExternalSystemAuthHeader

          Specifies the authentication header of the AWS (external) system to which the cache will be migrated from Salesforce via the CMT Administration Cacheable API Jobs page. See Populate Cache Batch Process.

          String

          Default: empty string (null)

          CME Winter '20 and later

          CacheAPI.ExternalSystemPartitionKey

          Specifies to the system partition key of the AWS (external) system which the cache will be migrated from Salesforce via the CMT Administration Cacheable API Jobs page. See Populate Cache Batch Process.

          String

          Default: empty string (null)

          CME Winter '20 and later

          CacheAPI.ExternalSystemURL

          Specifies the endpoint of the AWS (external) system to which the cache will be migrated from Salesforce via the CMT Administration Cacheable API Jobs page. See Populate Cache Batch Process.

          String

          Default: empty string (null)

          CME Winter '20 and later

          CacheAPI.GenericOffersAttribute

          If set to true, the attribute category structure in getOffers API responses are changed to be consistent with the generic attribute category structure of other APIs such as getOfferDetails.

          Used only with Digital Commerce APIs.

          true/false

          Default: false

          CME Summer '19 and later

          CacheAPI.GetOffersCacheRecLimit

          Limits the number of results that can be cached in a catalog by one GetOffers or GetContainsOffers cache job.

          Must be ≤ CacheAPI.CombinationLimit

          Caching combinations that exceed the limit are cached in multiple jobs.

          Used only with Digital Commerce APIs.

          Integer

          Default: 2000

          CME Fall '18 and later

          CacheAPI.GetOffersVerCacheRecLimit

          Limits the number of offers processed with the GetOffers cache generation job to prevent system limitation errors for versioning enabled Digital Commerce jobs. This custom setting is not required for non-versioning enabled Digital Commerce APIs.

          The Versioning enabled DC GetOffers job processes only 200 product records by default.

          Integer

          Default: 200

          CME Winter '22

          CacheAPI.GetRelOffersCacheRecComLimit

          The number of records to process for each Get Related Offers batch job for each catalog. The default number of records for product child items is 2,000.

          Integer

          Default: 2000

          CME Winter '20 and later

          CacheAPI.GetRelOffersCacheRecLimit

          Limits the number of results that can be cached in a catalog by one ContextEligibilityGenerator cache job.

          Must be ≤ CacheAPI.CombinationLimit

          Caching combinations that exceed the limit are cached in multiple jobs.

          Used only with Digital Commerce APIs.

          Integer

          Default: 2000

          CME Winter '19 and later

          CacheAPI.IncludeParentContextPLEs

          This parameter is supported for both anonymous and logged-in user scenarios.

          When CacheAPI.IncludeParentContextPLEs = True:

          For offer details of a product:

          • Returns all the adjustments and overrides in the getOfferDetails API for promotions, root, and child products.

          • The price result for the root product will include the base prices for the root product and all of the adjustments or overrides defined for the root product. The price result for child products will include the base prices for the child products and all of the adjustments or overrides defined for the child products.

          For offer details of a promotion:

          • The price result for promotion products will include the base prices for the promotion products and all of the adjustments or overrides defined for the promotion products. The price result for child products of promotion products will include the base prices for the child products and all adjustments or overrides defined for the child products.

          When CacheAPI.IncludeParentContextPLEs = False

          For offer details of a product:

          • The price result for the root product will include the base prices for the root product. The price result for child products will include the base prices for the child products and all of the adjustments or overrides defined for that product under the root product.

          For offer details of a promotion:

          • The price result for promotion products will include the base prices for the promotion products and the adjustments or overrides defined for that promotion product for that promotion. The price result response for the child products of promotion products will include base prices for the child products and the adjustments or overrides defined for that promotion and the adjustments or overrides defined for that promotion product.

          Used only with Digital Commerce APIs.

          true/false

          Default: false

          CME 104.0.2 minor release and later

          CacheAPI.MaxCombinationLimit

          Limits the total number of data profile results that can be cached in each catalog.

          Used only with Digital Commerce APIs.

          Integer

          Default: 100000

          CME Winter '19 and later

          CacheAPI.MaxGetOffersCacheRecLimit

          Limits the total number of offer results that can be cached in each catalog.

          Must be ≤ CacheAPI.MaxCombinationLimit

          Used only with Digital Commerce APIs.

          Integer

          Default: 100000

          CME Winter '19 and later

          CacheAPI.MaxGetRelOffersCacheRecLimit

          Limits total number of context eligibility results that can be cached in each catalog.

          Must be ≤ CacheAPI.MaxCombinationLimit

          Used only with Digital Commerce APIs.

          Integer

          Default: 100000

          CME Winter '19 and later

          CacheAPI.OptimizedBasketResponse

          The following values determine the response format during a remote call:

          • true: Basket API responses are serialized in a remote call.

          • false: Remote call responses have a mapped format.

          This setting has no impact on REST responses.

          Used only with Digital Commerce APIs.

          true/false

          Default: false

          CME Summer '19 and later

          CacheAPI.RegenerateBasket

          Decides whether to invalidate or regenerate the Digital Commerce API basket cache as part of the regenerate process.

          • If set to regenerate, Digital Commerce invalidates and regenerates the baskets.

          • If set to invalidate, Digital Commerce only invalidates the baskets.

          String

          Values: regenerate, invalidate

          Default: regenerate

          CME Winter '22

          CacheAPI.RegenerateBatchCacheProcessor

          Enable this for Regenerate Cache APIs. Enabling this setting also ensures you are tracking catalog level changes as availability changes and offer level changes as simpleOffer changes.

          • simpleOffer: Changes made in the offer or bundle structure that only affect the properties of an offer, such as a change in description, attachments, cardinality changes, etc.

          • availability: Changes that impact the eligibility or effectivity of an offer in a catalog.

          true/false

          Default: false

          CME Winter '22

          CacheAPI.RegenerateCatalogBatches

          Controls the populate cache batch jobs that run when the Regenerate Cached API Records job is run. The default value is ContextEligibilityGenerator,GetOffers,GetContainOffers. If you do not want to regenerate entries for the Get Contains Offers API, set the value to ContextEligibilityGenerator,GetOffers.

          ContextEligibilityGenerator,GetOffers,GetContainOffers

          Winter '20

          CacheAPI.RegenerateEntriesPartition

          Sets the maximum number of flex queue jobs that can be submitted by the system at one time during the regenerate batch job run.

          Integer

          Default 90

          Fall '20

          CacheAPI.RegenerateFutureDatedCache

          If CacheAPI.RegenerateFutureDatedCache=true, running the Regenerate Cached API Records batch job pops up a window that allows you to set the date and time at which the cached records become effective. Setting this parameter to false does not give you the option to enter a date and time and makes the cache effective when the cache jobs are complete. See Regenerate Cache Job.

          true/false

          Default: false

          Summer '21

          CacheAPI.RemoveNonCacheableAttribInDCG

          Enabling this setting will remove the non-cachable attributes in the response

          true/false

          Default: false

          Summer '21

          CacheAPI.SkinnyBasket

          When CacheAPI.SkinnyBasket is set to true, AssetToBasketDetailed API Parameters and Calling Information just returns key-value pairs, which can improve performance.

          When CacheAPI.SkinnyBasket is set to false, AssetToBasket provides the full basket response (backwards compatible).

          true/false

          Default: false

          CME 105.0.3.2 and later

          CacheAPI.SkinnyCtxDmsnCombinations

          If CacheAPI.SkinnyCtxDmsnCombinations is set to true, context dimension combinations are generated based on context rules. If set to false, all possible context dimension combinations are generated.

          true/false

          Default: false

          CME Spring '20 and later

          CacheAPI.TimeToLiveInDays

          Specifies the number of days an API cache response is effective after its start datetime.

          Used only with Digital Commerce APIs.

          Integer

          Default: 30

          CME Fall '18 and later

          CacheAPI.Trimmode

          If set to true, the Basket APIs return a basket that has field and attribute metadata removed from the Basket API response, which reduces JSON processing and network I/O. If set to false, the Basket APIs return the basket as in previous releases. This setting overrides the CacheAPI.SkinnyBasket configuration setting.

          true/false

          Default: false

          Fall '20

          CacheAPIFields

          If set to true, the APIs cache responses. If set to false or null, the APIs do not cache responses. To use this setting, you must have a Vlocity Communications APIs Caching license.

          Used only with Digital Commerce APIs.

          true/false

          Default: false

          Not required for CME 103.1.14 and later

          CacheAPIPartialConfigure

          Set this value to true to split the Get Offer Details APIGet Offer Details API into two transactions.

          For CME Summer '19 and later, this setting is not used if

          See GetOfferDetails APIGet Offer Details API.

          Used only with Digital Commerce APIs.

          true/false

          Default: false

          CME Fall '18 and later

          CacheAPIPartialConfigureProduct

          If set to true, the configure offer and addToBasket APIsDetailed API Parameters and Calling Information split into two transactions, allowing two-step product configuration. If false or null, these APIs operate in a single transaction.

          For CME Summer '19 and later, this setting is not used if

          Used only with Digital Commerce APIs.

          true/false

          Default: false

          CME Fall '18 and later

          CachedQueryMode

          Vlocity caching: If set to true, uses output from queries in the CacheQueryStore. If set to false, queries directly from the database. Default is false.

          true/false

          Default: false

          CME 104.0.2 minor release and later

          CacheEnabled

          Supports platform caching.

          To use context rules, including the Tightest Match service, CacheEnabled must be set to true.

          See Enable the CPQ Cache.

          true/false

          Default: true

          CME 14 and later

          Cart Level Discount Approval Required

          If set to true, cart-added discounts must be approved and are created with an ApprovalStatus field value of Not Submitted. If set to false, no approval is required and the ApprovalStatus field will be set to Approved.

          To implement your own approval system, set Cart Level Discount Approval Required to true and configure the CpqCustomDiscountApprovalService class in your org.

          See Approving Discounts and

          true/false

          Default: false

          CME Winter '19 and later

          CheckCardinalityWithContextAsCart This setting controls whether cardinality validation uses whole-cart quantities by product hierarchy path (true) or only the parent/root hierarchy (false, default). This is applicable only to Standard Cart APIs. The validation checks for maximum quantity of 1 and prevents adding duplicate instances of the same product.

          true/false

          Default: false

          CME Summer ’26 and Later

          CompileOfferCPRConfig

          The setting is added in the form of a JSON string object. The object can have 2 fields compilePrices and compileProducts which specify number of CPRs for the Compile Pricing and Compile Product Hierarchy batch jobs respectively.

          Default: empty string (null)

          Default: false

          CME 240.13 minor release and later

          ContextRulesCacheMode

          The following ContextRulesCacheMode values control the caching of data related to context rules:

          • cachemode: All the data and wrapper collections are cached using platform cache.

          • inmemmode: Data and wrapper collections are not cached and will instead remain in memory.

          Default: inmemmode

          CME Summer '19 and later

          ContextRulesEnabled

          Context Rules, including the Tightest Match service: If set to true, context rules are enabled for the org. If set to false, context rules are disabled.

          true/false

          Default: false

          CME Summer '17

          ControlProduct2FieldsDuringCreation

          Vlocity EPC: Set this to true if you created a large number of custom fields in Product2 and have slow performance issues when you create a product.

          If true, Product2 lookup fields populate only the Name field and do not populate entire fields during SOQL queries.

          true/false

          Default: false

          CME 104.0.12 and later

          CPQ Cart Preview Modal Use API

          Industries Cart: If set to on, the getCartItemAPI retrieves the line item when the Line Item Modal opens. If set to off, the API is not called. The line item data from the cart line item list populates the modal.

          on/off

          Default: on

          CME 14 and later

          CPQ Toast Message Log Level

          Industries Cart: Controls toast messages using the following values

          • ALL: In all situations

          • OFF: Do not display

          • SUCCESS: Success toasts only

          • ERROR: Error toasts only

          • INFO: Info toasts only

          • WARNING: Warning toasts only

          For pricing adjustment context rules, set to ALL or ERROR.

          Default: ALL

          CME 14 and later

          CpqCachePvtKey

          Specifies the cache key to retrieve cache entries in Platform Cache.

          The CPQ functionality gets data from the Platform Cache using a cache key. When the CPQ functionality accesses the platform cache, it encodes the cache key used to retrieve the data. The encoding logic can use a different key called a private key. Use this setting to configure a private key.

          This setting is not listed by default in CPQ Configuration Setup. If you need to specify a key, click Add and enter in the first field and a value for the key.

          If CpqCachePvtKey is not specified in CPQ Configuration Setup, the default value is BFG_REPLACED_PASSWORDBFG_REPLACED_PASSWORD.

          String

          CME Winter '22

          CreateAdjForAbsZeroValue

          Creates a pricing record for 0.0 absolute adjustment.

          true/false

          Default: false (does not create a pricing record for 0.0 absolute adjustment),

          CME Spring '22

          CustomRuleMessageFieldName

          Advanced rules: Specifies the API field name on the product relationship object that is used to store a custom message for each product relationship.

          Field name, such as Message__c

          CME 12 and later

          DefaultEntityFilterEditFieldset

          Advanced rules: Specifies the field set name for the entity filter pages, which enables you to edit entity filters. Note: If you are upgrading from v15.2 or prior, ensure that this setting is present and includes the value Entity_Filter_Edit_Field_Set (the default).

          String

          CME 11 and later

          DefaultHierarchy

          Specifies the default product hierarchy level to return. To return all levels, do not use this custom setting. When this custom setting is removed, search works faster.

          Used only with Cart-Based APIs.

          Integer greater than 0, such as 20

          CME 14 and later

          DefaultPowerUpdateJobThreshold

          Power Update: Specifies a threshold of line items above which Power Update spawns an Apex job.

          Integer

          Default: 200

          CME 11 and later

          DefaultPricingPlan

          Pricing Plan Service: Specifies the code of the default pricing plan used for the org. Used only when PricingPlanService is the active implementation for the Pricing Interface. If using the out-of-the-box plan, enter DEFAULT_PRICING_PLAN (the default).

          String

          CME Winter '18 and later

          DefaultSplitJobThreshold

          Power Update: Sets the threshold of splits above which Power Update spawns an Apex job to split individual copies of a line item.

          Integer

          CME 11 and later

          DeleteAppliedPromo

          Promotions: Specifies whether products with promotions applied to it can be deleted from the cart. If enabled, you can delete products with promotions without first removing the promotion. If set to false and you try to delete products with promotions, an error message is displayed. To also remove products that are automatically added to the cart by a promotion, enable the DeletePromoAddedItems setting.

          To use this setting, enable UoWMode.

          true/false

          CME Spring '22

          DeletePromoAddedItems

          Promotions: Specifies whether products which were automatically added when applying the promotion should be removed when deleting the promotion.

          To use this setting, enable UoWMode.

          true/false

          CME Spring '22

          DeleteServices

          Defines how delete services behave for promotions. No sets shallow delete mode, which deletes only discounts, not products associated with promotions. Yes sets deep delete mode, which deletes discounts and products and services that are associated with promotions.

          Yes/No

          Default: Yes

          CME Summer '17

          DeltaPrice

          Industries Cart: If set to true, pricing is run only on new items added to the cart. If set to false, pricing is run on all items in the cart when items are added or updated. Set DeltaPrice to true for product bundles with more than 50 line items.

          This setting is not supported by Digital Commerce APIs. See Digital Commerce API Usage Considerations.

          true/false

          Default: false

          CME 14.3 and later

          DeltaValidate

          Industries Cart: If set to true, rules are run only on new items added to the cart. If set to false, rules are run on all items in the cart when items are added or updated. Set DeltaValidate to true for product bundles with more than 50 line items.

          This setting is not supported by Digital Commerce APIs. See Digital Commerce API Usage Considerations.

          true/false

          Default: false

          CME 14.3 and later

          EnableMultiServiceBulkAction

          If the EnableMultiServiceBulkAction multi-service setting is set to true, the following buttons are displayed in the Group Management UI:

          • Apply To Group

          • Create and Submit Order(s)

          • Validate and Price

          If set to false (the default), these buttons are not displayed.

          true/false

          Default: false

          CME Fall '20 and later

          EnableSupplementalOrderPricing

          If set to true, pricing will be invoked based on the price flag in the API request.

          If set to false (the default), pricing will not be invoked when creating a supplemental order.

          Used only with Cart-Based APIs.

          true/false

          Default: false

          CME Spring '20 and later

          EnableUserNotifier

          Enabling this setting allows users to receive Salesforce notifications whenever applicable.

          true/false

          Default: true

          CME Winter '22

          EnforceOfferMigrationOfferTypeMatch

          This setting is used by the Offer Migration Plan feature (also known as Change of Plan). If true, design time and run time flows allow source and target products in Offer Migration Component Mappings to have a SpecificationType of only Offer.

          true/false

          Default: false

          Summer '21

          ExcludePromotionOverridePLE

          If set to true, the response includes only the display text from the product price list entries and excludes the display text created in promotion price list entries.

          true/false

          Default: false

          CME Spring '25 and later

          FDOStatuses

          This setting helps configure the filter criteria in queries or code related to merging line items with future dated orders (FDO).

          The default value is: Status=Draft;OrderStatus__c=Ready To Submit,Queued

          Do not modify this setting's default unless you need to configure the two order fields that are queried: Status and OrderStatus__c.

          In asset-to-order MACD FDO flow, you create orders on a future date with the selected assets already added to the Order as OrderItems.

          By default, the system looks for OrderItems in Orders that are in Status = Draft AND OrderStatus__c is either Ready to Submit or Queued.

          To add a new OrderStatus__c value, override the filter this way: OrderStatus__c=Ready to Submit,Queued,In Progress

          In this case, the values specified here override the default OrderStatus__c values.

          To add a new value to Status, set the FDOStatuses setting value to: Status=Draft,Activated

          In this case, only the values for Status are overridden. Values for OrderStatus__c remain as default values.

          String

          Multiple fields use a semi-colon separated list of expressions.

          If there is only one field, the semi-colon is not needed. Multiple values for a field are separated by a comma.

          CME Summer '19 and later

          FilterRuleWithEligAvail

          Checks the availability and eligibility of the productToBeAdded by rule. Determines if eligibility and availability are run on a product when the product is added to the cart.

          true/false

           

          FindReferencesRowCountLimit

          Vlocity EPC: Limits the number of rows returned across products, promotions, quotes, orders, opportunities and assets using the Find References button in Vlocity Product Console. The maximum is 1000. If null, the default limit is 20 rows.

          Integer

          Default: 20

          CME Fall '18 and later

          GCITrimMode

          This feature returns a trimmed or reduced API response — only the minimal essential fields — instead of the full data payload.

          true/false

          Default: false

          CME Summer ‘26 and later

          GetAllChildProductFields

          If UOWMode is set to True, this custom setting will determine whether the childProducts in the response should return all of the lineitem fields or just a few of them.

          true/false

          CME 232.7 minor release and later

          GuestHandlingEnabled

          When set to true, GuestHandlingEnabled enables the secure guest user feature. By default, its value is false without explicitly specifying an entry (recommended). You only need to specify this setting if you need to enable the guest user feature.

          See Guest User Security Restrictions.

          true/false

          Default: false

          CME Summer '24 and later

          IncludeAddOnsAttributes

          Can be used to check attributes before adding the associated child product to the cart.

          When IncludeAddOnsAttributes is set to true, the API returns attributes for a product and all its child products (add ons) in the product hierarchy.

          true/false

          Default: false

          CME Winter '19 and later

          LevelBasedApproach

          If set to true, APIs return root and first-level children in product hierarchy. Next level are returned when user clicks expand icon on product. If set to false, APIs return full product hierarchy. To use this setting,

          Used only with Cart-Based APIs.

          true/false

          Default: false

          CME 15.2 and later

          LevelBasedPageSize

          Specifies the number of children to include for getCartsItems and addToCart APIs calls. To use this setting, you must set Configuring Cart Item Refresh Levels.

          Used only with Cart-Based APIs.

          Integer

          Default: 10

          CME 15.2 and later

          LevelBasedPagination

          If set to true, APIs limit children in response to LevelBasedPageSize setting value. If LevelBasedPageSize is null, the default is 10. If set to false, APIs return full product hierarchy. To use this setting,

          Used only with Cart-Based APIs.

          true/false

          CME 15.2 and later

          LockOrderAfterSubmitToOM

          Specifies whether the order is locked for editing.

          • true: If the order or order item not in Draft status, it is locked for editing.

          • false: The order or order item can be edited. This is was behavior prior to CME Winter '20.

          Used only with Cart-Based APIs.

          true/false

          Default: false

          CME Winter '20 and later

          LogOdinNotifications

          Specifies one of the following values to control when Order Event Log Entry records are created:

          • DoNotInsert: Disable notification logging.

          • InADifferentTransaction: Insert notifications in OrderEventLogEntry__b in a different transaction.

          • InSameTransaction: Insert notifications in OrderEventLogEntry__b in the same transaction.

          This setting controls only the logging of in-flight order notifications. The actual processing of notifications is independent of this setting.

          Any transaction-level OdinService.orderEventLogMode values override the value of LogOdinNotifications for those transactions unless set to null.

          Default: DoNotInsert

          CME Winter '20 and later

          MaintainV1AttributeFieldOnCAO

          This setting determines whether the V1 attribute field is populated or cleared on the compiled attribute override records when the V2 attribute model is enabled.

          true/false

          Default: true

          CME Spring ‘25 and later

          MarginCalculationType

          Setting for Cost and Margin.

          • margin = (price-cost)/price

          • markup = (price-cost)/cost

          Add this setting manually.

          margin/markup

          Default: markup

          CME Summer '19 and later

          MaxCPUTimePerTransaction

          If MTSEnabled is set to true, this value sets the maximum allowed CPU time per Apex transaction before the transaction is split.

          Used only with Digital Commerce APIs.

          Integer

          Default: 9500

          CME Summer '19 and later

          MaxHeapSizePerTransaction

          If MTSEnabled is set to true, this value sets the maximum heap size per Apex transaction before the transaction is split.

          Used only with Digital Commerce APIs.

          Integer

          Default: 5000000

          CME Summer '19 and later

          MTSEnabled

          When MTSEnabled is set to true, the Multi-Transaction Service splits Apex transactions into multiple transactions to avoid exceeding Salesforce Governor limits.

          Used only with Digital Commerce APIs.

          true/false

          Default: true

          CME Summer '19 and later

          Multiple Promotion Nodes Resolution

          Promotions: Use this setting in custom applications to select line items and apply promotions to the line item. If set to true, node IDs must be supplied for the promotion. If set to true or null, promotions are applied in the sequence defined in the promotion.

          true/false (or null)

          Default: false

          CME Summer '17

          MultiServiceMasterQuoteRecordTypes

          Enables Multisite multiple-quote flow for additional record types. For example, quotes with this record type are considered the MasterQuote in the flow.

          Developer name of the Quote record types. Multiple record types can be supplied with comma-separated values.

          Default value: Null

          CME Winter '22

          MultiServiceMasterOrderRecordTypes

          Enables Multisite multiple-order flow for additional record types. For example, an order with this record type is considered the MasterOrder in the flow.

          Developer-name of the Order record types. Multiple record types can be supplied with comma-separated values.

          Default value: Null

          CME Winter '22

          MultiServiceSingleOrderRecordTypes

          Specifies a comma-separated list of Order record type Developer Names to make the custom record types eligible to be used in a multi-service single-cart flow.

          For example: SalesOrder,BusinessOrder

          String

          Default: EnterpriseOrder

          CME Fall '20 and later

          MultiServiceSingleQuoteRecordTypes

          Specifies a comma-separated list of Enterprise Quote record type Developer Names to make the custom record types eligible to be used in a multi-service single-quote flow.

          For example: EnterpriseQuote,BusinessQuote

          String

          Default: EnterpriseQuote

          CME Fall '20 and later

          NumberOfDMLPerTransaction

          If MTSEnabled is set to true, this value sets the maximum allowed data manipulation language (DML) statements per Apex transaction before the transaction is split.

          Used only with Digital Commerce APIs.

          Integer

          Default: 125

          CME Summer '19 and later

          NumberOfQueriesPerTransaction

          If MTSEnabled is set to true and the current SOQL count exceeds the value of this setting, the transaction is split.

          Used only with Digital Commerce APIs.

          Integer

          Default: 60

          CME Summer '19 and later

          NeedContextForAttribConfig

          Advanced rules and Industries Cart-Based APIs: If set to true, executes queries and code related to context checking while running Advanced Rules of type Attributes Configuration in the cart. If set to false, these queries, code and rules are not run, which may improve performance.

          true/false

          Default: false

          CME minor releases 103.1.20+ and 104.0.2 (Unavailable in 104 and 104.0.1)

          ObjectCopierPrice

          Quote-to-order: If set to false, does not rerun the pricing for the order.

          true/false

          Default: true

          CME 103.1.27+ and 104.0.3+ minor releases

          ObjectCopierValidate

          If set to false, turns off validation when running

          Quote-to-order: If set to false, does not rerun the validation of the order.

          true/false

          Default: true

          CME 103.1.27+ and 104.0.3+ minor releases

          OptimisedPromoCacheFlow

          Activates optimized caching for Promotions to enhance scalability and interoperability. Ensures seamless integration between Standard DC and Standard CPQ for promotions.

          Available under Vlocity CMT Administration tab in Custom Settings, select CPQ Configuration Setup.

          true/false

          Default: false

          CME Spring ‘25 and later

          OrderItemIgnoredColumns

          Specifies a comma-separated list of OrderItem columns to be ignored in the configure and AddToBasket APIs. For example, specify vlocity_cmt__AssetReferenceId__c so that asset reference IDs are ignored when creating order items from the offer details.

          Used only with Digital Commerce APIs.

          String

          Default: null

          CME Fall '18 and later

          OriginalOrderCancellationStatusChanges

          When set to off, canceling the original order will set the:

          • Order status to Superseded

          • Order fulfillment status to Superseded

          • Supplemental order status to Canceled

          • Supplemental order fulfillment status to Activated

          When set to on, users can cancel the original order while it is in flight, which will set the:

          • Order status to Canceled

          • Order fulfillment status to Superseded

          • Supplemental order status to Completed

          • Supplemental order fulfillment status to Activated

          This setting is only applicable to the cancellation of original orders. It is not considered for amended or supplemental orders.

          on/off

          Default: on

          CME Winter '20 and later

          PreventNegativeAdjustment

          Enable this setting for order accuracy and prevent the final price of a product from becoming negative. If any price adjustment make the value negative, the system sets the final price to zero instead of a negative value. Find the PreventNegativeAdjustment custom setting and change its value to True. This setting applies to all types of pricing adjustments such as manual, discount, and promotional.

          true/false

          Default: false

          CME Winter '23 and later

          PopulateAllActionVariants

          Industries Cart-Based APIs in Winter '18 only: If set to true, populates both VFRemote and REST actions in response JSON, to ensure backward compatibility. If set to false or null, populates only VFRemote or REST sections in response actions, matching the request protocol, which increases performance.

          true/false

          Default: false

          CME Winter '18 only

          PriceBookRefreshBatchSize

          Vlocity EPC: Limits the size of attributes and products processed in the Refresh Pricebook batch job to remain within the Salesforce governor limits.

          Integer

          Default: 200

          CME Summer '18 and later

          PricingElementServiceLogging

          Enables pricing element logging for debugging. Logging can consume high amounts of CPU. To prevent a heap size error, always disable this option for production environments.

          true/false

          CME Summer '18 and later

          PricingPlanServiceLogging

          Enables pricing plan logging for debugging. Logging can consume high amounts of CPU. To prevent a heap size error, always disable this option for production environments.

          true/false

          CME Summer '18 and later

          ProductAttributesBatchProcessorSize

          Specifies the size of the product attributes processor batch job. Depending on the number of attributes in a product, you can configure this value to avoid exceeding Salesforce governor limits.

          Integer

          Default: 500

          CME 106.0.5 and later

          ProductHierarchyBatchProcessorSize

          Specifies the size of the product hierarchy processor batch job. Depending on the product's hierarchy, you can configure this value to avoid exceeding Salesforce governor limits.

          Integer

          Default: 20

          CME 106.0.5 and later

          PricingVariableRoundingOverride

          Pricing Variable Rounding: Allows users to override the default rounding behavior for pricing variables in CPQ. By configuring this setting, users can control whether to round the value and specify the decimal precision.

          pricing_var_code_1=X pricing_var_code_2=y Where: X = Don't round the value y = Integer value specifying the decimal precision (e.g., y=2 for two decimal places)

          CME Winter ‘25 and later

          ProcessAllRulesApplicableForCart

          In Standard APIs, to load all line items during Advanced Rule execution, set ProcessAllRulesApplicableForCart to true. Enable this setting for all APIs to ensure Advanced Rules execute against the full context of other cart line items.

          true/false

          CME Winter '26 and later

          RelaxPromotionCardinalityRestrictions

          Enabling this feature allows relaxing promotion related cardinality violations, treating severe errors as warnings. When set to True, if there's a promotion related cardinality violations, the product is added but the promotion won't apply. Instead, a warning message is included in the API response. If set to False, neither the product nor the promotion will be added, and a strict violation exception will occur.

          true/false.

          Default: false

          CME 248.13 and later

          ResetUserValueForPCP

          This setting ensures that PCP rules with include/exclude actions contain only intended values in userValue. It enforces a sanity check to uphold data integrity.

          true/false

          Default: false

          CME Summer ‘24 and later

          RetainRecurringPriceDisconnectOrCancel

          Determines whether the recurring charges are nullified upon disconnect and cancel operations in an Order/Quote/Opportunity cart.

          If set to true, recurring prices for OrderItems, QuoteLineItems, and OpportunityLineItems in the CPQ cart are retained after Disconnect or Cancel actions. Otherwise, the default behavior occurs, setting the recurring price to zero

          true/false.

          Default: false

          CME Winter '22

          Disables the running of product configuration procedures in the post-execution of CPQ APIs.

          This is an internal setting for developer use only. Do not change this setting unless requested by Salesforce for specific scenarios.

          true/false.

          Default: false

          CME 232.5.2 and later

          RollupActionCodeField

          Pricing: Specifies the field name of the cart's custom line item field that stores the Change action when a price is rolled up from a child product to its parent during an Asset-to-Order transition. If null (the default), no Change action occurs.

          String

          Default: null

          CME Winter '19 and later

          SaveProductAttribMetadataCache

          Vlocity EPC: Enables caching of v2 product attribute metadata in the CPQPartition of the Platform Cache. If set to true, product attribute metadata is cached. If set to false or null, product attribute metadata is not cached.

          true/false

          Default: false

          CME Winter '20 and later

          SaveProductAttributeMetadata

          Vlocity EPC: Enables v2 product attribute metadata. If set to true or null, v2 attribute metadata is stored in AttributeDefaultValues__c and AttributeMetadata__c in shared catalog. If set to false, v2 attribute metadata is not stored on products in shared catalog.

          true/false

          Default: true

          CME Fall '18 and later

          ShouldConsiderDeletedItems

          Advanced Rules: If set to true, rules evaluate deleted line items in the cart when applying product relationship rules such as auto-add, auto-remove, recommends, requires, and excludes. The Validation service will assume the auto-added child product remains in the cart, so the auto-add rule won't re-add it upon execution. If set to false or null, rules disregard line items that are deleted in the cart. The deleted item will then be removed from the Validation service's input, causing the Auto-add rule to re-add the child product when it executes.

          true/false

          Default: false

          CME Summer '18 and later

          ShouldConsiderOnlyActiveContextRules If set to true, only active context rules are considered for execution.

          true/false

          Default: false

          CME Spring '25 and later

          SimplePLERuleCacheMode

          Context Rules, Tightest Match: If set to true, price list entries with context rules are cached in the CPQPartition org cache for performance. If set to false, price list entry eligibility is checked using any context rules. Do not use if context rules use functions.

          true/false

          Default: false

          CME 103.1.20+ and 104.0.2 minor releases (Unavailable in 104 and 104.0.1)

          SingleFdoMode

          Vlocity FDO: If set to true, extra queries or code related to merging line items with future dated orders will NOT execute because only a single future dated order is created per asset. This may improve performance. If set to false, such queries or code will execute.

          true/false

          Default: false

          CME 103.1.20+ and 104.0.2 minor releases (Unavailable in 104 and 104.0.1)

          StrictSplitModeEnabled

          When splitting line items, determines whether to ensure the total quantity is equal to the original number.

          true/false

          CME 11 and later

          Toggle Next Message Flag

          Industries Cart: If ON, dialog boxes display the Go to Next message link. If OFF, the Go to Next message does not display.

          on/off

          Default: on

          CME 14 and later

          UOWMode

          If set to true, enables Unit of Work performance enhancements that save data manipulation language (DML) and Salesforce Object Query Language (SOQL) statements when making Cart-Based API calls. If UOWMode is set to false, these performance enhancements are not enabled. Starting with CME Summer '22, UoW Mode = false is discontinued and not supported.

          • Contact your Vlocity account representative before modifying the value of this setting.

          • Custom validation and pricing implementations may require modifications.

          • Digital Commerce APIs are independent of UoW. UoW has no impact on Digital Commerce.

          • If you enable UOWMode on Winter '22 and later releases, use ​update​ triggers instead of ​Insert​​ triggers to update SObject fields.

          When UOWMode is enabled, the following features are supported:

          • No Response Mode: Returns only a success or failure message from the API instead of a full response. This saves time and improves performance. This feature supports Multi-add.

          • Multi-add, which supports:

            • Root item multi - add: You can add multiple offers or Bundles in a single API call by passing the different root Pricebookentry Ids as comma-separated values to itemId.

            • Child item multi – add: You can add multiple child items under a common parent in a single API call by passing the different child’s Pricebookentry Ids as comma-separated values to itemId.

          • Multi-delete, which supports:

            • Root item multi – delete: You can delete multiple offers or bundles in a single API call by passing the different root Line Item Ids as comma-separated values to itemId.

            • Child item multi - add: You can delete multiple child items under a common parent in a single API call by passing the different child’s Line Item Ids as comma-separated values to itemId.

          true/false

          Starting with CME Spring '21, the default is True.

          Default is false for releases prior to CME Spring '21.

          Starting with a fresh installation of CME Winter '22, UoW Mode = false is discontinued and not supported.

          This setting will no longer be available in CME Summer '22.

          Missing custom setting is interpreted as True.

          Introduced as a beta setting with CME Spring '20, GA with CME Fall '20 and later

          UseAssetReferenceIdForParentAndRoot

          If set to true, enables performance enhancements that save data manipulation language (DML) statements in Add-to-Cart and other transactions.

          Before setting UseAssetReferenceIdForParentAndRoot to true, add a new field to Field Mapper for the Order Product → Asset objects:

          • Select Order Product as the source object and Asset as the destination object.

          • Map OrderItem RootItemId__c to Asset RootItemId__c.

          • Map OrderItem ParentItemId__c to Asset ParentItemId__c.

          • Contact Salesforce Support before modifying the value of this setting.
          • Setting UseAssetReferenceIdForParentAndRoot to true and then back to false can cause data corruption.
          • As of Summer ’22, Digital Commerce APIs support a UseAssetReferenceIdForParentAndRoot setting of true.

          true/false

          Starting with CME Spring '21, the default is True for fresh installations.

          Default is false for releases prior to CME Spring '21.

          Introduced as a beta setting with CME Winter '20, GA with CME Fall '20 and later

          UseDefaultBillingAndServiceAccountIds

          Industries Cart: If set to true, the billing and service account IDs assigned to quotes or orders are inherited by their quote line items or order items.

          true/false

          Default: false

          CME Summer '23 and later

          UseParentScopeCardinalityChkInPromo

          If set to false (default):

          • A promotion cardinality is checked against the quantity of each line item instance before updating.
          • The resulting cardinality definition is checked against all promotional line items of the same path in the cart scope.

          If set to true:

          • A promotion cardinality is checked against the total quantity of all promotional line item instances of the same path.
          • The resulting cardinality definition is checked against all promotional line items of the same path in the cart scope.

          When this setting is set to true, the Cardinality Check Scope promotion item setting isn't supported and is overridden. The scope of root product cardinality checks remains the same.

          true/false

          Default: false

          CME 242.19 minor release and later

          UseWeights

          Context Rules and Tightest Match: If set to true, weights from context dimensions are considered when determining the tightest match price list entry. If set to false, weights are ignored. Weights are always ignored if SimplePLERuleCacheModeCPQ Configuration Settings Reference is true.

          true/false

          Default: false

          CME 103.1.20+ and 104.0.2+ minor releases (Unavailable in 104 and 104.0.1)

          UsingPromotions

          Promotions and Industries Cart APIs: If set to true, executes queries and code processing related to promotion operations in the cart (not in the Promotions list). If set to false, does not execute such queries and code, which may improve performance.

          true/false

          Default: true

          CME 103.1.20+ and 104.0.2 minor releases (Unavailable in CME 104 and 104.0.1)

          UsingWeights

          Context Rules and Tightest Match: If set to true, weights from context dimensions are considered when determining the tightest match price list entry. If set to false, weights are ignored. Weights are always ignored if SimplePLERuleCacheModeCPQ Configuration Settings Reference is true.

          true/false

          Default: false

          CME Summer '19 and later

          ValidateAndUpgradeV2Attributes

          v2 Attribute Upgrades: If set to true, APIs upgrade attributes in the cart before submitting. If set to false or null, the cart functions as usual. Only use while a large upgrade job is still running. To use this setting, set SaveProductAttributeMetadataCPQ Configuration Settings Reference to true.

          true/false

          Default: false

          CME Fall '18 and later

          The new automated background diagnostic job, Log CPQ Config Data, helps us analyze and align your CPQ setup with the upcoming features effortlessly. This job periodically logs Industries CPQ settings and feature toggles managed within the Custom Settings section of CMT Administration. To ensure total security and system stability, the job does not log any customer records or pricing data, runs during off-peak hours to minimize footprint, and requires no administrative action despite appearing in your Apex Jobs monitor.

          Note
          Note Avoid to keep any private data in CPQ configurations.

          Deprecated CPQ Configuration Settings

          The Opportunity, Order, and Quote Managers are deprecated. Use Vlocity Cart.

          Deprecated Setting Name

          Purpose

          Values

          Versions

          Application.Opportunity.ShowSummary

          Application.Order.ShowSummary

          Application.Quote.ShowSummary

          DEPRECATED: If set to true, the Order Manager displays the header summary in the legacy Order/Quote/Oppty Manager pages. If set to false, no header summary will display.

          true/false

           

          Attribute Check Mode

          DEPRECATED: Controls the AddToCart button in the legacy Order/Quote/Oppty Manager pages. When set to true, if any product is missing a required attribute value and the product quantity is greater than zero, the Add to Cart button is disabled. When set to false, the Add to Cart button is present. However, the Create Quote, Create Order, or Create Asset buttons are disabled.

          true/false

          Default: true

          CME 11.43 and later

          CacheAPI.CheckBasketEligibility

          Determine whether the Digital Commerce API checks the cartContextKey parameter for the eligibility of the user's basket:

          • true: Check for the eligibility of the basket.

          • false: The API does not check for the eligibility of the basket.

          Used only with Digital Commerce APIs.

          With CME Fall '20 and later releases, use the basket lightweight validation feature instead.

          true/false

          Default: false

          CME Summer '19 and later.

          Deprecated with CME Fall '20 .

          Cart Customizable Attribute Level

          DEPRECATED: Applicable to Vlocity Cart in Summer '17. If set to ATTRIBUTE, Vlocity uses the legacy attribute metadata structure. If set to PRODUCT ATTRIBUTE or null, Vlocity Cart uses new attribute metadata structure. Not needed for new installs.

          Attribute/Product Attribute or null

          Summer '17

          CPPreProcOpportunityDRBundle

          CPPreProcOrderDRBundle

          CPPreProcQuoteDRBundle

          DEPRECATED: Used in calculation procedures to specify the name of the Data Mapper used in the CalcProcPreProcessor for attribute-based pricing using PricingRulesImplementation. This functionality is replaced by attribute-based pricing available on Vlocity Process Library.

          String

           

          CPPreProcUseDisplayText

          DEPRECATED: Used in calculation procedures to specify whether to use the display value or actual value of an attribute in attribute-based pricing using PricingRulesImplementation. This functionality is replaced by attribute-based pricing available on Vlocity Process Library.

          true/false

           

          CpqPerfMode

          DEPRECATED: If set to true, validate and refresh price icons appear next to the preview in in the legacy manager pages. AddtoCart will not price or validate in Perf Mode. If set to false, the icons will not display.

          true/false

          CME 13 and later

          CPQSubmit

          DEPRECATED: When the order is submitted, invokes the work flow-based implementation. This functionality is replaced by CPQ/SubmitOrder OmniScript.

          See CPQSubmitFlowImplementation.

          Flow

          CME 10 and later

          CPQSubmitOrder

          DEPRECATED: When the order is submitted, invokes the order management-based implementation. This functionality is replaced by CPQ/SubmitOrder OmniScript.

          See CPQSubmitFlowImplementation.

          Flow

          CME 12 and later

          DefaultAccountFieldset

          DEPRECATED: Specifies the API name of the field set to show fields in the custom account lookup dialog box from the review cart in the legacy Manager pages.

          API name

           

          DefaultRenumberThreshold

          DEPRECATED: Sets the threshold above which the cart items are renumbered so there is no gap in the line numbers in the legacy Manager pages.

          Integer

          CME 11 and later

          ImplicitPricing

          DEPRECATED: Determines if the pricing service runs every time a change to the cart is made in the legacy Order/Quote/Oppty Manager pages. If set to true, pricing occurs only if one or more of the fields have changed. If set to false, pricing does not occur when fields change.

          true/false

          CME 12–14 only

          PaginationEnabled

          DEPRECATED: If set to true, getProducts API returns only a set of products to be shown on the first page in the legacy Order/Quote/Oppty Manager pages. Next set of products can be traversed by clicking on Next or Previous link. If set to false, getProducts API returns the complete list of products that are qualified.

          true/false

           

          PaginationSize

          DEPRECATED: Specifies the number of product records getProducts API should return in the legacy Order/Quote/Oppty Manager pages. Used with PaginationEnabled.

          Integer

          Default: 100

           

          Product Configuration Mode

          DEPRECATED: Determines if product bundles are expanded or collapsed when added to the cart in the legacy Order/Quote/Oppty Manager pages. If the Product Configuration Mode setting is missing or has no value, the parent product is expanded and all child products are collapsed.

          Expand/Collapse

          CME 11.4 and later

          Run Trigger And WorkFlow

          DEPRECATED

           

          CME 14.1 and later

          UseSessionCache

          DEPRECATED

          false

          CME Spring '17 and later

          .
           
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