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Set up CPQ X

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Set up CPQ X

  1. Last updated
    Jul 28, 2023
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After CPQ X is enabled, you must complete a sequence of configurations.

To take advantage of the latest features, we recommend that you configure and work with CPQ X in Salesforce Lightning Experience. The steps are all documented based on the Salesforce Lightning Experience. However, you can still configure and use CPQ X in Salesforce Classic.

Procedure

Take the following fundamental steps to configure CPQ X:

  1. Configure Opportunity, Account, and Quote layouts to enable access to the Quote Studio page.
  2. Customize field sets for CPQ X to tailor the fields displayed on the Quote Studio page.

Quote Studio user interface

The below articles will help you better understand how Quote Studio can streamline your quoting process, this article explains the different page components, icons, and additional UI actions you can leverage through Quote Studio.

  1. Quote Studio user interface
    1. Configure information on Quote Studio page
    2. Customize displayed action dates

What to do next

After CPQ X is set up, users can use CPQ X to create a new quote.

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