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Line Editor Package Settings
Configure the line editor package settings to manage the organization, display, and sales rep accessibility of the quote line editor. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
| Field Name | Description |
|---|---|
| Hide Renewed Assets When Editing | Hides line items for renewed assets in the quote line editor. Renewed assets don’t have a net total, can’t be discounted or marked up, and are used only to contribute to a percent of the total product’s final price. We recommend hiding them if you want your sales reps to focus only on editable quote lines. |
| Enable Column Width Resizing | Allows column width customization in the quote line editor. |
| Enable Compact Mode | Removes the empty spaces in the quote line editor for quote line drawer fields hidden by a page security plugin. |
| Visualize Product Hierarchy | Indents the components of bundle products, including nested bundles. This feature makes your bundles easier to read, especially if they have many product options or layers of nested bundles. The Product Name must be part of the quote line editor field set. |
| Preserve Bundle Structure | Maintains a bundle’s hierarchy and product options in the same order on renewal quotes and amendments. This feature is useful if you organized your bundles with important or frequently edited product options at the beginning. |
| Keep Bundle Together | When you drag a bundle parent to a different location in the quote line editor, Salesforce CPQ moves its components to the new quote line position as well. |
| Totals Field | Salesforce CPQ summarizes the value of this quote field across your quote and shows the result in the quote line editor’s Total field. Net total is the default value. The picklist also shows custom currency fields that you add to the quote object. |
| Line Subtotals Total Field | Salesforce CPQ summarizes the value of this quote line field across your quote and shows the result in the quote line editor’s Subtotal field. Net total is the default value. The picklist also shows custom currency fields that you add to the quote line object. |
| Large Quote Threshold | Quotes with line counts above this value send only essential quote lines, rather than every quote line on the quote during UI calls. When the threshold is active, Salesforce CPQ also ignores quote-scoped product rules for that quote. You can define a threshold to improve quote line editor performance if you have large quotes. Plan on adjusting your large quote threshold when you start encountering governor limits. We recommend that your value is slightly lower than the number of lines on your quote when you start to hit the limits. |
| Enable Large Quote Experience | Revises the quote line editor layout so sales reps have an easier time navigating large quotes. The large quote experience includes a single group view, an individual pricing table view with tabs for standard and segmented tables, a fixed quote footer, and locked column headers. |
| Validate Large Quotes | Evaluates validation rules while the large quote threshold is active and prevents sales reps from performing invalid actions in the quote line editor. |
| Actions Column Placement | Places the Delete and Edit actions to the left or right of quote lines in the quote line editor. |
| Enable Multiline Delete | Sales reps can select multiple quote lines and then delete them. |
| Product Configuration Initializer | If your company uses a custom Visualforce page for its configurator, provide a lookup to the page here. |
| Enable Asset Upgrades | Sales reps can click Upgrade Assets in the quote line editor. Enable this setting if your org uses Upgrade Products. |
| Group Subtotals Field | Salesforce CPQ summarizes the value of this quote line group field across your quote and shows the result in the quote line editor’s Group Total field. Net total is the default value. This picklist also shows custom currency fields that you add to the quote line group object. |
| Wrap Buttons | Quote line editor buttons wrap to a row below the first button row. |
| Quote Batch Size | Quote load and save actions process this number of quote lines per batch. The default value is 150. Smaller batches are less likely to hit governor limits. Larger batches cause better quote line performance because the editor makes fewer round trips. |
| Enable Expand/Collapse Bundles | Salesforce CPQ can expand or collapse a bundle in Large Quote Experience only if the Product Name field is part of the quote line editor field set. |
| Default Bundle Setting | This field appears when Enable Large Quote Experience, Keep Bundles Together, and Visualize Hierarchy are all set to True. Default Bundle Setting is set to Expanded, by default. Contact support to enable the Expand/Collapse Bundle feature. After the feature is enabled, you can expand and collapse lines in the Quote Line Editor. |
