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Application Parameters: 69 Hits
* **When users enter several words in search box, CPQ will find products based on each entered word (in... arching based on entire phrase) **: regulates how CPQ filters products. * **Do not email login detai... dmin**: defines whether a new User created by the CPQ admin receives an email notification with login d... ddress used to contact administration, notify the CPQ admin about new user registration and email order
MS Dynamics CRM and CPQ integration: 44 Hits
====== MS Dynamics CRM and CPQ integration ====== \\ This page provides you with instructions how to successfully integrate your MS Dynamics CRM with CPQ. \\ ===== CRM Setup ===== \\ To start administe... rm_4.png }} ;#;// Figure 4 - Customize the entity CPQ Quote //;#; \\ ^Field name^Field value^Note^ |Display Name|**CPQ Quote**|| |Plural Name|**CPQ Quotes**|| |Name|**new_cpqquote**|This field is auto-po
Federated Single Sign-On: 37 Hits
over multiple platforms and applications. ===== CPQ Federation ===== The CPQ Federated Authenticatio... n on a remote Identity Provider and to access the CPQ application. The Federated Authentication using S... 0-os.pdf|here.]] For remote identity providers, CPQ acts as a Service Provider (SP). CPQ never works ... Relaying Party – RP stands for Service Provider. CPQ supports two major SAML 2.0 profiles: * **F
Rules Admin: 33 Hits
allows creating complex rules through the use of CPQ tags. It is not prerequisite to be an expert in CPQ tags, the Code Builder, which can be accessed during the creation of every rule, can help in cre... anything in the action field will run. There are CPQ tags used especially for rules (and triggers, whi... he Rule. ===== Simple product rules ===== In CPQ Setup-> Products, when products are edited under
Salesforce Integration Instructions: 32 Hits
p you setup the integration between CallidusCloud CPQ and (SFDC) so an end-user can crea... You will also need your CPQ tenant info. If you are embarking on this setup,... p ===== There are 6 essential steps to setup the CPQ-SFDC integration. Read over the concepts first a... ields in SFDC that we will eventually match up to CPQ. To add custom fields, click on //new// link und
CPQ and CLM Integration: 30 Hits
====== CPQ and CLM Integration ====== This functionality enables customers to integrate seamlessly with CLM (Contract Lifecycle Management) from CPQ. In other words, the integration enables sales reps t... o CLM for redlining and negotiation directly from CPQ. CLM is a quick, user-friendly solution that a... hip Management). ===== Setup integration ===== CPQ and CLM integration setup starts in CPQ setup und
CPQ Package for SFDC: 29 Hits
====== CPQ Package for SFDC ====== The CPQ Package for Salesforce integration enables you to automatize... setup adjustments. The advantages of integrating CPQ and Salesforce via the package are the following:... ter you create an opportunity in SFDC and land to CPQ by clicking **New Quote**, you are able to create... ovisioning is enabled. The first time you land to CPQ a matching user is automatically created. * Sim
le languages\\ The Simple Product Administration CPQ API can maintain simple products in CPQ, and it’s... e products to some extent. Note that the current CPQ API does not permit the creation of more complex ... ministration API to create and update products in CPQ. Note that you can view Product Administration In... ion environment.If you use an existing System ID, CPQ will return the following message: "Product with
CPQ and DocuSign Integration: 27 Hits
====== CPQ and DocuSign Integration ====== \\ ====== DocuSign side ====== \\ The instructions below... == Important notice ===== \\ <note Important> If CPQ has already been integrated with DocuSign prior t... erformed. Prior to this Release, when integrating CPQ and DocuSign, a DocuSign custom field had to be c... omatically. Therefore, customers with an existing CPQ-DocuSign integration need to delete this custom f
Deploy / Send Changes: 26 Hits
u to copy products and permission groups from one CPQ environment to another. You are able to create se... ong with the attribute. This was not supported by CPQ in versions earlier than 2016.1 but now it is. Th... ermission groups are copied between environments, CPQ will copy permission groups from source environme... = \\ Admin is able to send changes to the desired CPQ environment. He has to select change type and cli
General: 26 Hits
sed to define settings for the connection between CPQ and the CRM. Here user can define how CPQ will co... under the CRM Integration Setup admin menu. \\ **CPQ is integrated with** - Determines which CRM application CPQ will integrate with. The selection determines what CRM icon is used in the CRM integratio... To view a CRM’s options, select the CRM from the CPQ is integrated with field and click Save. This dis
Integration Setup on the CPQ Side: 24 Hits
====== Integration Setup on the CPQ Side ====== All communication from CPQ to C4C goes over the SAP Clo... t systems and protocols . REST API that processes CPQ requests was developed on SCP IS. To access the ... trator who manages all three integrated systems – CPQ, SCP IS and C4C. The integration User has permiss... s along with the quote payload**: When turned on, CPQ sends Customer details such as bill-to, ship-to a
Provider Settings: 23 Hits
main adjustments for enabling the integration in CPQ are managed in the **Providers** section.\\ **Pre... es|active document generation template created in CPQ]]. * to have these two tags in the CPQ template... process them properly. These are not the standard CPQ tags for retrieving quote items in the document. ... **Template Mappings**. \\ The page lets you map a CPQ template to a CLM contract type (e.g. //Master Se
Approval Rules: 23 Hits
Approval Rules ====== **Approval process** is a CPQ functionality that enables administrator to force... oned approval process terms: **Approver **|is a CPQ user that is selected to be responsible for manag... e as many as needed. Since approvers are ordinary CPQ users (with some more rights), it is important to... as approver to some rule. **Submitter** | is a CPQ user that some particular approval rule applies t
User Mappings: 19 Hits
Scripting: 14 Hits
User Import: 11 Hits
Quote 2.0: 11 Hits
Quote Tabs: 10 Hits
Tutorials: 8 Hits
Users: 8 Hits
Environments: 7 Hits
Pricebooks: 7 Hits
Dictionaries: 6 Hits
Promotions: 6 Hits
Time Zones: 6 Hits
CPQC: 5 Hits
Companies: 5 Hits
Categories: 5 Hits
SFDC Details: 4 Hits
User Types: 4 Hits
User Page: 4 Hits
Enablement: 4 Hits
Top menu: 3 Hits
Branding: 3 Hits
Define Table: 3 Hits
Top menu: 3 Hits
SFDC Details: 3 Hits
Email Lists: 3 Hits
Reports: 3 Hits
Products: 3 Hits
Security: 2 Hits
Favorites: 2 Hits
sidebar: 1 Hits
sidebar: 1 Hits
Setup Home: 1 Hits
Scripts: 1 Hits
Event Log: 1 Hits
menu: 1 Hits
Product copy: 1 Hits
Shipping: 1 Hits
Integrations: 1 Hits
CTX Tags: 1 Hits
Quote Tables: 1 Hits
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