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Install or Upgrade Salesforce CPQ
Install or upgrade Salesforce CPQ from your package installation link. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
- From your installation link, click Continue. Installation links for Salesforce CPQ and other products can be found at Salesforce Quote-to-Cash.
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Choose the security level to grant users upon installation, and then click
Install (for new installations) or
Upgrade.
Your security level varies based on the types of permissions you want to grant to your users. For an overview of basic Salesforce permissions granted with each level, read the Custom Installation section of the Install a Package topic. If you choose Install for Specific Profiles, you must also set the Standard User profile to Full Access.
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If you're installing Salesforce CPQ for the first time, a prompt appears asking you to
approve access to third-party websites. Select the checkbox, and then click
Continue.
Salesforce sends you an email after your installation is finished.
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After installation, if you installed Salesforce CPQ for the first time, authorize the
Salesforce CPQ calculator.
- From Setup, enter Installed Packages, and then click Installed Packages.
- Find Salesforce CPQ and click Configure.
- Click the Pricing and Calculation tab.
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Click Authorize New Calculation Service.
When a user clicks Authorize New Calculation Service, Salesforce CPQ creates a token for the user. Salesforce CPQ uses the token and user combination to communicate with a Heroku service that manages asynchronous calculations using the Javascript Quote Calculator. If the calculation service hasn’t been authorized, org admins will see an error during upgrade or installation of Salesforce CPQ.
Due to this active user requirement, we recommend the user profile that authorizes the calculator is a non-human admin user. This way, you can avoid required maintenance and downtime if the admin user who authorized the calculator is later deactivated.
The user profile that authorizes the calculator must have access to the CPQ quote and all related objects. They must also have access to objects updated by triggers, workflow rules, and process builders the quote and its related objects are created or updated. The user must also have Customize Application permission to access the menu to authorize the calculator.
- Assign permission set licenses to your users.
If your post-install scripts initially fail, rerun them after installing the CPQ package. Post-install scripts aren’t harmful to your org.
As of Winter '21, Salesforce CPQ manages user licensing with Permission Set Licenses instead of Managed Package Licenses. Fields and settings related to Managed Package Licenses in Salesforce CPQ have been deprecated. On the Installed Packages page, the Allowed Licenses and Expiration Date fields refer to managed packages. As a result of the deprecation, they now show "Unlimited" and "Doesn’t Expire" respectively for Salesforce CPQ.
