Enable customers to purchase net new products and place new orders within a customer
site. (Salesforce CPQ Managed Package)
Required Editions
Available in: Salesforce CPQ Summer ’17 and later
Note CPQ customer site users don’t have access to opportunities or core quotes. If a CPQ quote
references either object, the user can’t preview or generate a quote document.
Create a global action for the New Quote button.
From Setup, in the Quick Find box, enter Global Actions, and then
click Global Actions.
Click New Action.
Enter the following field values, then click Save.
Action Type: Create a Record
Target Object: Quotes
Label: New Quote
Name: New Quote
Add fields that you want your user to complete before they add new products, then click
Save.
In the Experience Builder, select Components, select Records, and then select Create a
Record and drag it where you want it to appear for users. For example, you could place it below
the Welcome message.
Select the Create a Record widget and enter the following information.
Button Label (Enter a label of your choosing. For example, you could use “Make a
Quote.”
In the Global Actions section, select the global action you made in Step 1.
Click Save.
Your users can now enter a New Business flow from your Experience Cloud site’s home
page.
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