SECTIONSSetting up the Services Estimator – Salesforce CPQ Connector
Before you can use the Services Estimator – Salesforce CPQ Connector, you must:
- Set up Services Estimator. For more information, see Setting up Services Estimator.
- Install and set up Salesforce CPQ. For more information, see the Salesforce Help.
- Assign the relevant permissions to your users.
- Enable the Services Estimator – Salesforce CPQ Connector feature.
- Add the Estimate Product field to the quote line editor.
- Assign the relevant page layouts.
- Disable the creation of opportunity products.
Data Model
For information about the relationship between objects in Services Estimator, see Permission Sets and Other Technical Documentation.
Services Estimator – Salesforce CPQ Connector Lightning Components
Certinia provides the following custom Lightning components for use with the Services Estimator – Salesforce CPQ Connector:
| Component Name |
Description |
Lightning Record Page |
Further Information |
|---|---|---|---|
| Services Estimator Actions: Quotes |
Contains an action to push an estimate to a Salesforce quote. |
Estimates | Syncing an Estimate with a Quote |
Permission Set Groups
You must assign the following permission set group to users for access to the Services Estimator – Salesforce CPQ Connector:
| Permission Set Group Name |
Description |
|---|---|
| Certinia - Services Estimator – Salesforce CPQ Connector - Estimator | Includes permission sets for job functions related to the estimator role. For a full list of the included permission sets, go to Permission Sets on this permission set group's detail page and click Permission Sets in Group. |
For more information about permission set groups, see PSA Functional Permissions Overview.
Permission Sets
You must assign the following permission set to administrators who need to configure Services Estimator – Salesforce CPQ Connector.
| Permission Set Name |
Description |
|---|---|
| Services Estimator – Salesforce CPQ Connector - Administrator | Configure Services Estimator – SF CPQ Connector. |
For more information about permission sets, see Permission Sets and Other Technical Documentation.
Feature Console
You must enable the Services Estimator – Salesforce CPQ Connector feature, which configures the connector by:
- Creating template content records for viewing related estimate information in Salesforce CPQ quote documents. For more information about creating quote templates in Salesforce CPQ and generating quote documents, see the Salesforce Help.
- Creating a custom action named Create Estimate in Salesforce CPQ and adding it to the quote line editor.
- Creating a custom action named Sync with Estimate in Salesforce CPQ and adding it to the quote line editor.
- Creating a custom action named Create Scoping Session in Salesforce CPQ and adding it to the quote line editor. For more information about guided scoping, see Setting up Guided Scoping.
For more information about enabling this feature, see Enabling and Disabling Features.
Assigning Page Layouts
The following table lists the page layouts in Services Estimator – Salesforce CPQ Connector, and the additional buttons, fields, and Lightning components that are added to them.
We recommend that you review the page layouts and assign them to the relevant users. For more information about assigning page layouts, see the Salesforce Help.
| Layout Name | Layout Type | Buttons | Fields | Lightning Components |
|---|---|---|---|---|
| Estimate Record Page (Services Estimator – SF CPQ Connector) | Lightning page | None | Quote | Services Estimator Actions: Quotes |
| Estimate Compact Layout (Services Estimator – SF CPQ Connector) | Compact layout | None | Quote | None |
| Services to Salesforce CPQ Integration Estimate Layout | Page layout | None | Quote | None |
| Services Estimator – SF CPQ Connector Scoping Session Layout | Page layout | Create Quote | Quote | None |
Adding Estimate Product to the Quote Line Editor
To view the estimate product that a product has been created from in the Salesforce CPQ quote line editor, add the Estimate Product field to the Line Editor field set on the Quote Line object.
Enable Disable Opportunity Product Creation
Salesforce CPQ creates opportunity products. You must therefore enable the Disable Opportunity Product Creation field in the Services Estimator custom setting. This avoids duplication of opportunity products when syncing a primary estimate with a primary quote or creating a project from an estimate. For more information, see Syncing an Estimate with a Quote and Services Estimator Settings.