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CPQ Account Page Layout
To keep your account records accurate and organized, it helps if the page layout has fields grouped into sections and includes several related lists. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
Sections
| Column 1 | Column 2 |
|---|---|
| Type | Industry |
| Annual Revenue | Employees |
| Ignore Parent Contracted Prices | Default Opportunity |
| Description |
| Column 1 | Column 2 |
|---|---|
| Billing Address | Shipping Address |
| Column 1 | Column 2 |
|---|---|
| Contract Co-Termination | Price Hold End |
| Co-Termination Event | Combine Co-Termed Contracts |
| Renewal Pricing Method | Preserve Bundle Structure |
| Renewal |
Related Lists
The bolded titles represent the related list name, while the entries below represent the fields each related list contains.
- Quotes
- Quote Number
- Net Amount
- Status
- Contracts
- Contract Number
- Status
- Contract Start Date
- Contract End Date
- Contract Term
- Contracted Prices
- Contracted Price Number
- Product
- Price
- Discount
- Filter Field
- Operator
- Filter Value
- Non Discountable
- Effective Date
- Assets
- Asset Name
- Serial Number
- Install Date
- Quantity
- Contact Name
- Status
- Competitor Asset
- Subscriptions
- Subscription Number
- Product
- Quantity
- Start Date
- End Date
- Renewed Date
- Terminated Date
Other Layout Information
Remove the New button from the following related lists.
- Quotes
- Contracts
- Subscriptions
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