Services_CPQ_Settings__c

Label: Services CPQ Settings

Contains settings that control the behavior of Services CPQ in your organization.

Field Name	Field Label	Created in Version	Description	Type	Default Value
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
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_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
Guided_Scoping_Flow_Identifier__c	Guided Scoping Flow Identifier	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'
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_Estimate_Product_Fields__c	Scoping Session Estimate Product Fields	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