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Manage Your Quotes with CPQ
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          Additional Salesforce CPQ Package Settings

          Additional Salesforce CPQ Package Settings

          Additional package settings manage the operation of Salesforce CPQ. (Salesforce CPQ Managed Package)

          Required Editions

          Available in: All Salesforce CPQ Package Settings
          Field Name Description
          Enable Large Configurations Enable configuration to include more than 400 products in product bundles. Because enabling large configurations slows down processing for all bundles, enable this setting only if your org requires it.
          Enable Product Option Drawer Allow admins to create a set of configuration attributes that sales reps can assign to any number of product options.
          External Configurator URL Salesforce CPQ opens this URL when a sales rep configures a product marked as externally configurable.
          Hide Features with Hidden Options When a product with Option Selection Method Click has a feature with only hidden options, remove the warning No visible options in feature (X).
          Multiple Bundles View

          The configurator has two display options for quotes with multiple bundles.

          • Wizard: Display each bundle separately. Admins can use the product field Option Layout to customize how sales reps move between bundle features.
          • Classic: Display all bundles on one page, separated with a Section layout.
          OAuth Refresh Token Salesforce CPQ runs Mass Document Generation batch processes under this user.
          Open Search Filter By Default Display the search filter when sales reps open the quote line editor. Enable this feature if sales reps frequently search your product catalog.
          Product Results Group Field Name When sales reps search for a product in the quote line editor, Salesforce CPQ groups the results by this field. For example, you could display search results organized by product family. Guided selling results don’t display correctly when this setting targets a custom field.
          Product Description Field Choose a product object field to use as the product description. Salesforce CPQ uses the Product Description field by default. This field is required if you want to use rich-text product descriptions.
          Quantity Scale The scale of quantity fields in custom pages and quote documents.
          Service Region Operate advanced calculator and document generation web services in this Heroku Private Space region. Set the service region to Default.
          Sort Products In Memory Sorting products in memory during product search can improve CPQ page loading speeds for customers with large price books. We recommend using this setting only if you use large price books that cause slowdowns when you’re showing and searching products in CPQ.
          Theme Apply this theme to Visualforce pages for all this org’s users. User-assigned themes override this value.
          Triggers Disabled Disable CPQ triggers temporarily if you’re migrating data or performing another action where you don’t want to fire triggers. This setting also disables triggers in the Service Cloud for CPQ package.
          Use Global Header Permission Enforces a custom permission that admins can assign to users to hide the Salesforce header in custom pages. This permission only works in Aloha.
           
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