Set Up Salesforce CPQ Orders

Configure Salesforce CPQ to use CPQ features on the order and order product objects. (Salesforce CPQ Managed Package)

Available in: All Salesforce CPQ Editions

From Setup, in the Quick Find box, enter Order Settings, select Order Settings, and then select Enable Orders.
If you want to allow sales reps to perform product swaps or decrease order product quantities in amendment orders, select Enable Negative Quantities.
Configure Salesforce CPQ package-level order settings.
1. From Setup, in the Quick Find Box, enter Installed Packages, select Installed Packages, and then select Configure for Salesforce CPQ.
2. Go to the Order tab and configure your settings as needed.
3. To change the default start dates for your orders, select a value in the Default Start Date field.
4. To allow sales reps to create multiple orders from a quote, select Enable Multiple Orders.
  This setting is only available for orgs with Salesforce CPQ+ licenses.
5. To create orders from approved quotes only, select Require Approved Quotes.
On the user profiles for CPQ users working with orders, enable Create, Edit, and Read permissions on these fields.
- Order: Contrated, Payment Term, Quote
- Order Product: Quote Line, Required By

¿Resolvió este artículo su problema?

¡Háganos saber cómo podemos mejorar!

Área de productos