Custom Action Fields

Custom Action Fields

Action

The result of selecting the custom action.

Action Name

The name is used in your list of custom action records. It doesn’t appear on the button.

Active

Select this field to show the custom action on your target page.

Brand Button

Enable brand button styling on this custom action when it appears in the UI. Brand button styling is based on brand button settings in your org's active Theme.

Conditions Met

If your custom action uses conditions, choose whether the custom action must meet any or all its conditions.

Default

When enabled, for custom actions with a search filter, show the Product Selection page with a filtered product list first when users open the quote line editor. This field doesn’t work for other types of custom actions.

Description

Describes what the custom action does.

Display Order

The order in which custom actions appear on a page is based on the display order. Custom actions with lowest display order appear first, from left to right.

Event Handler Name

This field is for Salesforce internal use only. No need to add it to your page layout.

Icon

If your custom action is a button, you can make it appear as an icon image.

Label

The text that appears on your custom action in the UI. We've provided a collection of default labels, but you can also add your own as a new picklist value.

Location

The custom action appears in this area on your chosen page. This field's values vary based on the value of the Page field.

Page

Choose where the custom action appears. This field controls the available values in the Location and Action fields.

Page Handler Name

This field is for Salesforce internal use only. No need to add it to your page layout.

Parent Custom Action

A parent custom action groups one or more custom actions under a dropdown arrow. There’s no limit to the number of custom actions that look up to the same parent, but we recommend that your child custom actions don’t flow over your quote lines.

For example, the Add Favorites custom action has the Add Products custom action as its parent.

Return Target

Users return to this page instead of the quote detail page when they leave the quote line editor. This field works only for quote line editor custom actions that perform a Save or Cancel action.

Return URL

Enter a URL if you want Salesforce CPQ to return customers to the URL after the custom action's action has finished.

Target Object

If your custom action lets sales reps add a record to their quote, choose whether this custom action directs them to a selection page for products, assets, subscriptions, or favorites.

We deprecated this field after Salesforce CPQ V25. Users on later versions should use the Page, Location, and Action fields to control the results of their custom action.

Type

Choose whether the custom action appears as a button, menu, or separator in the UI.

URL

When a user clicks the custom action, it takes them to the URL provided in this field. The URL can be a link to an internal or external page, or a Salesforce CPQ field. URLs must start with http:// or https://. For more information on setting up field parameters, check out Considerations for Linking to Custom Fields from Custom Actions.

URL Target

If your custom action links to a URL, specify whether clicking the custom action replaces the current page or opens a new page in your sales rep’s browser.