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Salesforce Integration Instructions: 9 Hits
, the procedures may be the same however, but the menu’s may have changed. *There are sometimes a f... ==== * Click on **Setup** link at the top right menu * Click on **Add App** button (See figure 3) \\... ata// ;#; \\ You can access the quote object via menu //Build// -> //Create// -> **Objects**. (See figu... png }} ;#;// Figure 5 - Access custom objects via menu// ;#; \\ List of custom objects is displayed in
Top menu: 8 Hits
====== Top menu ====== In SAP CPQ Setup under section //UI design// there is a link //Top Menu//. Purpose of this functionality is alternate look of menu on User side. This view is representing a icons b... ides labels that is a common and standard view of Menu. On the Admin side there is a new table which pl... show it. Everything else beside a visual style of menu is the same, icons are behaving exactly as they a
Top menu: 7 Hits
====== Top menu ====== In SAP CPQ Setup under section //UI design// there is a link //Top Menu//. The p... is functionality is creating an alternate look of menu on User side. This view is representing a icons b... ides labels that is a common and standard view of Menu. On Admin side there is a new table which plenty... re 3)//. Everything else beside a visual style of menu is the same, icons are behaving exactly as they a
What to delete vs. not delete: 6 Hits
tion, choose the link from under the Quotes admin menu, this displays the [[adminhelp:quotesadministrati... section can be accessed under the Products admin menu **(Setup→Products→Product Import)**. From this pa... butes** link under the **Products Catalog** admin menu. This displays the Attributes Administration page... ]] link under the **Workflow/Approval** drop down menu.\\ ;#;{{:bestpractices:productadministration:pr
Approval Rules: 5 Hits
scount on the quote amount in excess of 10%. This menu section uses to set up approval process, as well ... is found under Workflow/Approval → Approval Rules menu item in administration. The page contains a tabl... on **Approval Rules** under **Workflow/Approval** menu item * Click on **Add New** button to define a ... Name in the list of users under Setup->Users item menu. * **Result returned by expression** This radio
MS Dynamics CRM and CPQ integration: 5 Hits
avigate to Fields item under the CPQ Quote entity menu in the left pane //(See Figure 5)// \\ {{ :adminh... b //;#; \\ \\ Click on //INSERT // tab at the top menu, then click on One Column. New tab is created wit... ection inside the tab, then click on **Sub-Grid** menu item from main menu at the top of the page //(See... ivate it, then click on tab //INSERT// at the top menu, and finally click **Web Resource** //(See Figure
Navigating SAP CPQ: 5 Hits
**, **Recently Viewed**, **Favorites** and **User Menu** icons are located in the right corner of the sh... ui_recently_viewed_icon.png?15}} opens a dropdown menu containing the last five items you have viewed. * Clicking **User Menu** {{:tutorials:gettingstarted:cpq_1902_ui_user_menu_icon.png?15}} opens a dropdown menu with your name and user group on top and various options including [[tutorials:gettings
Federation Settings: 5 Hits
t an existing identity provider from the dropdown menu. In order to appear in this menu, existing identi... to use with your identity provider. The dropdown menu lists all the certificates that your current envi... to use with your identity provider. The dropdown menu lists all the certificates that your current envi... d**. - In the **Sign out relay state** dropdown menu, select the tenant. \\ Only one tenant is display
Product Audit Trail: 4 Hits
ssages** section, which becomes accessible in the menu after clicking **Edit Product**. <note>You can ... and via SOAP API: * switch values in dropdown menu in layout template * switch values in dropdown menu in responsive design template. \\ Furthermore, SAP CPQ records the following changes made in ... acks the actions that users perform in the **User Menu > Manage Simple Products** and displays them in t
Salesforce Integration (Single Quote Method): 4 Hits
Setup (link is on the top of the page) * In the menu on the left, click ‘App Setup’ -> Develop - > Pa... ble to enter CPQ. * click on ‘Save’ * in the menu on the left, click on ‘App Setup’ - > Customize -... ated previously * click on Save * in the left menu click on ‘App Setup’ - > Customize - > ‘Opportuni... on ‘Edit’ * on the right you will see drop-down menu labeled ‘View’ . Choose ‘Opportunity Custom Links
Approval Process Administration: 4 Hits
choose "Workflow/approval", then "Approval rules" menu items to the left. Next we add new approval rule,... orkflow/Approval then **Workflow** actions in the menu to the left, so that we are now on the page that ... is important to owner/submitter. Now on the admin menu to the left click "Workflow/approval" then "Workf... need to set up "**Approve**" action: In the admin menu to the left we choose: "Workflow/Approval" -> "Wo
Setup Home: 4 Hits
_home.jpg?660}} \\ On the left side of the page, menu links for accessing the different administrative sections are available. Clicking on any menu link with this icon {{:adminhelp:administration:cpq_1905_dropdown_menu_setup.jpg?13}} expands the menu, displaying a number of sub-menu links. Main navigat
OBSOLETE FEATURES IN RESPONSIVE DESIGN: 3 Hits
st of pages that have been removed from the Setup Menu. * Setup/Top menu * Setup/Custom Categ... f the page in Responsive Design due to plans to create additional menu options on that spot. </note>
SAP CPQ and AdobeSign® Integration: 3 Hits
nant as an admin user. * In the main navigation menu access **Setup** > **Setup**. * In the menu on ... TRUE** in the **Integration turned on** drop-down menu. * Click **Save** to finish the integration pro
Products: 3 Hits
Enablement: 2 Hits
DRILLDOWN: 2 Hits
Sequences: 2 Hits
Markets: 1 Hits
Attributes: 1 Hits
Branding: 1 Hits
Define Table: 1 Hits
CTX Tags: 1 Hits
Categories: 1 Hits
Quote Layout: 1 Hits
Favorites: 1 Hits
Reports: 1 Hits
User Page: 1 Hits
Email Lists: 1 Hits
CRM Quote: 1 Hits
General: 1 Hits
Shipping: 1 Hits
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