CPQ for Experience Builder Sites

You can configure Salesforce CPQ to enable your partners and customers to self-serve in a partner or customer site. All the business logic embedded into your CPQ application extends to the site as well. This means all configuration logic, pricing scenarios, volume or term discount schedules, contracted pricing and more are available to your partners and customers.

We recommend planning and reviewing any fields and actions you wish to hide from your customers. For example, you wouldn’t want your customers to give themselves an additional discount. Customers may not need access to quote line editor actions that sales reps use. For example, you may only want your customers to use the add products, calculate, cancel, and save buttons.

In amendment and add-on scenarios, you may want to prevent customers from creating business quotes. Users can accomplish this by selecting Skip on the Select a Contract page.

• Create an Experience Builder Site and Enable CPQ
  Create an Experience Builder site and enable Salesforce CPQ within it. (Salesforce CPQ Managed Package)
• Allow Customer Site Users to Buy Net-New Products
  Enable customers to purchase net new products and place new orders within a customer site. (Salesforce CPQ Managed Package)
• Triggers for Automatic Opportunity Generation
  Quotes don’t automatically create opportunities after creation. To enable automatic opportunity generation, create a trigger that creates an opportunity after Salesforce CPQ saves a customer site quote. (Salesforce CPQ Managed Package)
• Assign a Theme to New Customer Sites
  Create a workflow rule that automatically assigns a theme to a new customer site. (Salesforce CPQ Managed Package)