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Custom Actions
Custom actions are buttons that sales reps can click to perform an action in the quote line editor, configurator, or several other detail pages. For example, sales reps can select to show a filtered section of your price book or to direct users to an internal or external URL. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Spring ’14 and later |
Custom actions have different actions available based on where the custom action appears in Salesforce CPQ. For example, custom actions in the quote line editor can delete lines, add a quote line group, or save the quote and navigate to an internal or external page. Custom actions in the configurator can load an internal or external page and apply edit rules. Custom actions on the contract can amend or renew the contract.
You can create conditions for your custom action and associate them with the Conditions Met field. If your action contains conditions, Salesforce CPQ doesn’t show the action until your quote meets them.
You can also add search filters to your custom action. When a sales rep clicks the custom action in the quote line editor or configurator, it filters products based on the search filter parameters.
Salesforce CPQ ships with several custom actions you can enable in the quote line editor.
- Add Products
- Add Favorites
- Add Recommendations
- Save
- Quick Save
- Reset Discounts
- Delete Lines
- Add Groups
- Optional: All
- Salesforce CPQ supports a maximum of five custom actions in the quote line editor.
- The Add Recommendations custom action is used with the Recommended Products plug-in to link to the Add Recommendations page from the quote line editor. If you activated the Add Recommendations custom action, but the plug-in isn’t implemented, you can hide the custom action. Remove all quote lines, and click Quick Save.
- The Add Recommendations custom action doesn’t support the Large Quote Threshold setting.
- The Apply Rules custom action is available in Salesforce CPQ Spring ’20 and later.
- Quick Save custom actions on the quote-line level aren’t supported.
- Custom Action Fields
Review these custom action fields, listed in alphabetical order. With certain page layouts and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package) - Create a Filtering Custom Action
Create a custom action that filters products, subscriptions, or assets in the quote line editor or configurator. (Salesforce CPQ Managed Package) - Custom Actions for Links to Fields or URLs
Custom actions can link to an internal or external URL. They can also link to a Salesforce custom field parameter and pass that parameter to an internal or external source. (Salesforce CPQ Managed Package) - Custom Action Conditions
A custom action condition uses a logical operator to compare the value of a quote or product field against a user-defined value. You can set up conditions so that a custom action in the quote line editor or configurator appears only when some or all of its conditions are met. (Salesforce CPQ Managed Package) - Parameters for Custom Actions
Your custom action can target several fields across objects that interact with the quote line editor. (Salesforce CPQ Managed Package) - Guidelines for Custom Actions
When you’re working with custom actions, consider key guidelines. (Salesforce CPQ Managed Package)
