| Additional_EVLI_Fields_Field_Set__c |
Additional Vendor Line Item Fields |
Services CPQ April 2023 |
The API name of the field set that contains the additional fields displayed when creating or editing an estimate vendor line item.
|
Text(255) |
|
| Automatically_Adjust_Estimate_Dates__c |
Automatically Adjust Estimate Dates |
Services CPQ June 2022 |
If selected, editing the dates of a child record to outside the dates of the parent record will automatically adjust all parent records to include the dates. If deselected, editing the dates of a child record to outside the dates of the parent record will not affect the dates of any parent records.
|
Checkbox |
true |
| Copied_Role_Request_Override_Fieldset__c |
Copied Role Request Override Field Set |
Services CPQ Spring 2024 |
The API name of the field set that defines the fields whose original values can be overridden on copied role requests. Role requests can be copied by adding to an estimate from a template or when included in estimate products that are added to an estimate.
|
Text(255) |
'ffscpq__Copied_Record_Override_Fields' |
| Create_Estimate_Fieldset__c |
New Estimate Additional Fields |
Services CPQ June 2023 |
The API name of the field set that contains the additional fields displayed when creating a new estimate.
|
Text(255) |
|
| Create_Estimate_Filters_Field_Set__c |
Create Estimate Filters Field Set |
Services CPQ September 2023 |
The API name of the field set that defines the fields displayed in the filters panel when creating an estimate.
|
Text(255) |
'ffscpq__Create_Estimate_Filter_Fields' |
| Create_Estimate_Template_Fieldset__c |
New Estimate Template Additional Fields |
Services CPQ June 2023 |
The API name of the field set that contains the additional fields displayed when creating a new estimate template.
|
Text(255) |
|
| Create_Estimate_Template_Summary_Fields__c |
Create Estimate Template Summary Fields |
Services CPQ Summer 2023 |
The API name of the field set that contains the additional fields displayed in estimate template summaries when creating an estimate or estimate template.
|
Text(255) |
'ffscpq__Estimate_Template_Summary_Card_Fields' |
| Create_Project_From_Estimate_Fieldset__c |
Create Project from Estimate Field Set |
Services CPQ September 2022 |
The API name of the field set that defines the project fields that are editable when project details are displayed during creation of a project from an estimate.
|
Text(100) |
'pse__createProjectFromOppAndTempProjColumns' |
| Disable_Edit_of_Pushed_Estimate_Products__c |
Disable Edit of Added Estimate Products |
Services CPQ Spring 2023 |
If selected, estimate products that have been added to opportunity are not editable.
|
Checkbox |
false |
| Disable_Estimate_Phases__c |
Disable Estimate Phases |
Services CPQ Winter 2024 |
If selected, estimate phases will not be displayed in the Estimate Builder component.
|
Checkbox |
false |
| Disable_Estimate_Vendor_Line_Items__c |
Disable Estimate Vendor Line Items |
Services CPQ April 2023 |
If selected, vendor line items on estimates are disabled in Services CPQ. They are not included in any calculations and records are not created from them when creating a project from an estimate.
|
Checkbox |
false |
| Disable_Estimated_Expenses__c |
Disable Estimated Expenses |
Services CPQ Spring 2023 |
If selected, estimated expenses on estimates are disabled in Services CPQ. They are not included in any calculations and records are not created from them when creating a project from an estimate.
|
Checkbox |
false |
| Disable_Hours_Breakdown_and_Schedules__c |
Disable Hours Breakdown and Schedules |
Services CPQ Winter 2024 |
If selected, the Hours Breakdown view will not be displayed in the Estimate Builder component and schedules in Services CPQ are disabled.
|
Checkbox |
false |
| Disable_Milestone_Creation__c |
Disable Milestone Creation |
Services CPQ Winter 2023 |
If selected, milestones will not be created from estimate records when creating a project from an estimate or adding an estimate to a project.
|
Checkbox |
false |
| Disable_Milestone_RR_Lookup__c |
Disable Population of Milestone on RR |
Services CPQ Spring 2024 |
If selected, the milestone field on the Resource Request object will not be populated when creating a project. If deselected, the milestone field on the Resource Request object will be populated when creating a project. The created resource requests within the associated line sets will be consolidated.
|
Checkbox |
true |
| Disable_Multi_Currency_Estimates__c |
Disable Multi-Currency Estimates |
Services CPQ Winter 2024 |
If selected, estimates cannot contain estimate products of a different currency to the estimate.
|
Checkbox |
false |
| Disable_Opportunity_Line_Item_Creation__c |
Disable Opportunity Product Creation |
Services CPQ May 2022 |
If selected, opportunity products will not be created when pushing an estimate to an opportunity or creating a project from an estimate.
|
Checkbox |
false |
| Disable_Role_Request_Consolidation__c |
Disable Role Request Consolidation |
Services CPQ February 2022 |
If selected, when resource requests are created from an estimate, a resource request will be created for each estimate role request.
|
Checkbox |
false |
| Disable_Role_Request_Suggested_Resource__c |
Disable Role Request Suggested Resource |
Services CPQ October 2022 |
If selected, suggested resources on role requests are disabled in Services CPQ.
|
Checkbox |
true |
| Disable_Skills__c |
Disable Estimate Role Skills |
Services CPQ April 2022 |
If selected, estimate role skills are disabled in Services CPQ.
|
Checkbox |
false |
| Disable_Suggested_Resource_Cost_Rate__c |
Disable Suggested Resource Cost Rate |
Services CPQ September 2023 |
If selected, and a suggested resource is assigned to the role request, the average cost rate on the role request's associated rate card is used instead of the default cost rate on the selected suggested resource's contact card as the cost rate for the role request.
|
Checkbox |
false |
| ED_Estimate_Win_Rate_Prediction_Id__c |
Estimate Win Rate Prediction ID |
Services CPQ Spring 2024 |
The ID of the Estimate Win Rate Prediction from the Einstein Discovery model in the Services CPQ Advanced Analytics app.
|
Text(18) |
|
| Guided_Scoping_Flow_Identifier__c |
Guided Scoping Flow Identifier |
Services CPQ January 2024 |
The string that must be included in the description of active autolaunched flows that can be selected for guided scoping actions.
|
Text(255) |
'Guided Scoping' |
| Ignore_Work_Calendars_By_Default__c |
Ignore Work Calendars by Default |
Services CPQ Spring 2024 |
If selected, work calendars are ignored by default when scheduling in the Hours Breakdown in new estimates.
|
Checkbox |
false |
| Maximum_Daily_Hours_for_RR_Schedule__c |
Maximum Daily Hours for RR Schedule |
Services CPQ Spring 2023 |
The maximum numbers of hours per day for resource request schedules created from role requests.
|
Number(5,2) |
24 |
| Maximum_Sub_Task_Level__c |
Maximum Sub-Task Hierarchy Depth |
Services CPQ Winter 2024 |
The maximum sub-task hierarchy depth that can be added to a task.
|
Number(2,0) |
3 |
| Resource_Request_Recreation_Fields__c |
Resource Request Recreation Fields |
Services CPQ September 2023 |
The API name of the field set that contains the fields used to compare the existing resource request and the new resource request for discrepancies caused by edits to the associated role requests. If the fields in the field set have been edited, the original resource request is deleted and recreated when re-adding an estimate to opportunity. If the fields are not edited, the existing resource request is updated.
|
Text(255) |
|
| Role_Request_Consolidation_Field_Set__c |
Role Request Consolidation Field Set |
Services CPQ February 2022 |
The API name of the field set that contains the additional fields to be populated when consolidating estimate role requests into a resource request.
|
Text(255) |
|
| Role_Request_Rate_Card_Matcher_Field_Set__c |
Role Request Rate Card Matcher Field Set |
Services CPQ September 2023 |
The API name of the field set that contains the fields that, when edited, cause the rate card to be rematched for the role request.
|
Text(255) |
|
| Scoping_Session_Est_Prod_Filter_Fields__c |
Scoping Session Est Prod Filter Fields |
Services CPQ Spring 2024 |
The API name of the field set that defines fields displayed in the Filters panel when adding estimate products to a scoping session.
|
Text(255) |
'ffscpq__Scoping_Session_Est_Prod_Filter_Fields' |
| Scoping_Session_Estimate_Product_Fields__c |
Scoping Session Estimate Product Fields |
Services CPQ January 2024 |
The API name of the field set that defines the additional estimate product fields displayed when adding estimate products to a scoping session.
|
Text(255) |
'ffscpq__Scoping_Session_Estimate_Product_Fields' |
| Sync_Hours_Breakdown_Schedule_With_RR__c |
Sync Role Req Schedule with Resource Req |
Services CPQ Spring 2023 |
If selected, the role request's schedule is synced with the related resource request's schedule.
|
Checkbox |
false |
