CRM Quote

To see how to set up multiple links from Salesforce opportunity to CPQ quotes, first read the chapter Setting Multiple Links In Salesforce Opportunity To Cpq Quotes.

For instructions on how to set up CPQ Quotes for CRM OnDemand please refer to setting_up_quote_object_and_links_in_crm_on_demand.pdf


The CRM Quote administrative section allows mapping CPQ tags to fields, custom or standard, from the Salesforce Quote object. Access to administrative section is possible by clicking the link under the CRM Integration Setup admin menu.
In the first section, the administrator can define:

  • CRM Quote Object NameAPI name of the custom created ‘Quote’ object in Salesforce.
  • CRM Field For Persisting Quote IdAPI name of the field in the ‘Quote’ object used for storing information about the quote Id.
  • CRM Field For Persisting Quote Owner IdAPI name of the field in the ‘Quote’ object used for storing information about the quote owner Id.
  • CRM Field For Persisting Information About Primary QuoteAPI name of the field in the ‘Quote’ object used for storing information whether the quote is primary or not for this opportunity.
  • CRM Field For Persisting Information About Quote CurrencyAPI name of the field in the ‘Quote’ object used for storing information about the quote currency.

The integration is case sensitive. Use CRM Lookup to select CRM Fields.


Click on Save before proceeding to additional mappings.

In the second section, the administrator can define other CPQ data that will be pushed to the Salesforce ‘Quote’ object. That can be Total List Price, Total Net Price of the quote etc. The administrator needs to define the field in the Salesforce ‘Quote’ object, used for storing the value, and the CPQ value – by using standard CPQ tags.
crmquote.jpg

Figure A - CRM Quote


By clicking Add New Mapping, the administrator can add a new mapping – ‘Quote’ object field and CPQ tag.
addnewmapping.jpg

Figure B - CRM Quote, Add New
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