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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 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 besides labels that is a common and standard view of Menu. On Admin side there is a new table which plenty... 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 CPQ Setup under section //UI design// there is a link //Top Menu//. The purpo... 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 **(CPQ Setup→Products→Product Import)**. From thi... 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
Navigating CPQ: 5 Hits
In addition, there are pages accessible from the menu under the logged user's name.\\ <note>CPQ does no... he main navigation bar. Clicking the name opens a menu that provides a quick access to managing user dat... tc. You can also choose to log out of CPQ in this menu. <note>The menu under the user's name contains op... te> ===== Main Navigation Bar ===== From the main menu, you can access the following: * **Quotes** - e
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
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
File Management: 4 Hits
Manager is displayed. \\ File Manager has two menu items – **Home** and **View**. You will use Home menu item to manipulate the image (upload image, rename it, delete it, preview it, download it…). Under the View menu some view options are displayed. \\ If you want to rename, download or delete a ... d then click on the appropriate action under Home menu. If you want to upload a new image, you should cl
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
Developer Console: 3 Hits
You can access the Developer Console from the top menu, under the **Setup** menu item. See Figure 1. \\ ... e question mark icon to view a keyboard shortcuts menu. {{:usersideinformation:eventloganddevelopercons
Products: 3 Hits
is administrative section from the Products admin menu displays a list of all existing products in the s... oduct Definition displays the **Current Product** menu items. This menu allows user to access administra
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>
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
Enablement: 2 Hits
DRILLDOWN: 2 Hits
Sequences: 2 Hits
Shipping: 1 Hits
Email Lists: 1 Hits
General: 1 Hits
User Page: 1 Hits
Attributes: 1 Hits
Define Table: 1 Hits
States: 1 Hits
Countries: 1 Hits
CRM Quote: 1 Hits
Markets: 1 Hits
Reports: 1 Hits
Branding: 1 Hits
Quote Layout: 1 Hits
Favorites: 1 Hits
sidebar: 1 Hits
Categories: 1 Hits
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