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Manage Your Quotes with CPQ
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            Set Up Salesforce CPQ in Salesforce Professional Edition

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            Set Up Salesforce CPQ in Salesforce Professional Edition

            Because Salesforce Professional Edition doesn’t have profiles, field-level security, or page layouts, installing Salesforce CPQ in a Professional Edition instance requires extra steps. If you’re a Salesforce CPQ admin for a Professional Edition instance, make sure that your org contains the right fields and page layouts. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions

            To use Visualforce pages in any edition of Salesforce CPQ, assign the API Enabled user permission to the necessary user profiles. See API Usage.

            Note
            Note API Access Control, which manages access to your Salesforce APIs, is incompatible with Salesforce CPQ. If your organization wants to use API Access Control, we recommend exploring Agentforce Revenue Management for a more comprehensive and robust CPQ solution.

            You can’t install Salesforce CPQ Winter ’21 and later directly on a Salesforce Professional Edition org. Install Salesforce CPQ Summer ’20, then upgrade your package to the version you want.

            1. Add the fields that you want users to see on the page layouts for your objects. If a field isn’t on the page layout, it’s hidden from users everywhere in Salesforce and Salesforce CPQ. Included are reports, list views, and search results.
            2. Add the following fields to the Quote line object page layout.
              • Product Code
              • Product Name
              • Product Family
            3. Add the Document ID field to the Quote Document page layout so that users can view generated quote documents.
            4. If your company uses bundle products, add these fields to the product option page layout.
              • Product Name
              • Product Code
              • Description
              • Product Configuration Type
              • Price Editable
            5. If your company plans to use block pricing, cost-markup pricing, or special features, add the relevant price fields to page layouts so that your sales reps can use them.
             
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