Add a Linking Custom Action to the Configurator

Create a custom action in the configurator that links to an internal or external URL. (Salesforce CPQ Managed Package)

Available in: Salesforce CPQ Spring ’14 and later

On the Custom Actions home page, click New
Give your custom action a name.
Note This name doesn’t appear on the button for your action. It’s used only to help you organize your custom actions records.
Set these fields.
- Page: Product Configurator
- Location: Configurator
- Action: Launch External
Give your custom action a label.
Note This label appears on the button for your action. You can select from several default labels. You can also add labels by adding values to the label field in the Custom Action object’s managed settings.
If you want the custom action available only when certain conditions are met, use the Condition Met field to define the conditions.
Choose a number for your custom action’s display order. Custom actions with lower display orders appear first in their target page.
Select the Active checkbox.
Use the URL field to specify what the custom action links to.
Set the URL Target field to Popup or Replace Page.

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