Setting up Services CPQ

Before you can use Services CPQ, you must:

Services CPQ Lightning Components

FinancialForce provides the following Services CPQ custom Lightning components for use on Lightning pages:

Component Name

Description

Lightning Record Page

 Further Information
SCPQ Estimate Related List Contains the Estimates related list. Opportunities Creating an Estimate
SCPQ Estimate Summary Bar Displays key information for the current estimate. Projects Configuring an Estimate
SCPQ Primary Estimate Summary Bar Displays key information for the primary estimate for the opportunity. Opportunities Creating an Estimate
SCPQ Task Manager View, edit, and add tasks to the estimate. Projects Configuring an Estimate

Customizing the SCPQ Task Manager Component

To display additional project task columns, in the Component Properties pane, select a field set in the Additional Project Task Columns Field Set field.

To display additional resource request columns, in the Component Properties pane, select a field set in the Additional Resource Request Columns Field Set field.

Permissions

You can assign the following permission set groups to users for access to Services CPQ:

Permission Set Group Name

Description
FF Group - SCPQ (CPQ Integration) - Estimator Includes the CPQ - Push Estimate to Quote permission set.
FF Group - SCPQ - Estimate Approver Includes the SCPQ - Approve Estimates permission set.
FF Group - SCPQ Estimator Includes the following Services CPQ permission sets: Add Tasks from Template, Create Estimates, Create Projects from Estimates, Edit Estimates, Edit Price and Cost, and Submit Estimates.

Salesforce Object Permissions Required for Permission Checks

Users assigned the permission sets listed in the table above will need Read access to Salesforce standard objects. For each permission set, the table below lists any fields that require field-level security access, and any additional access or permissions required.

Permission Set Name

Salesforce Object Permissions Required

Fields Requiring Read FLS Access

Notes
CPQ - Push Estimate to Quote Opportunity None  
SCPQ - Approve Estimates Opportunity None  
SCPQ - Create Estimate Opportunity

Account Name

Group

Practice

Region

  Set up a permission control with the Resource Request Entry permission selected.
SCPQ - Create Projects from Estimates None None
SCPQ - Edit Estimates Opportunity None
SCPQ - Edit Price and Cost Opportunity None  
SCPQ - Submit Estimate Opportunity None  

For more information about permission set groups, see Overview of Functional Permissions for PSA in the PSA Help.

Enabling Record Locking and Unlocking in Apex

Record locking and unlocking in Apex is required to ensure all related records are locked when an estimate is approved.

To enable this:

  1. From Setup, go to Process Automation | Process Automation Settings.
  2. Select the Enable record locking and unlocking in Apex checkbox, then click Save.

Setting up Page Layouts

To use Services CPQ, you must:

Note: The following page layouts only display when you are using the Services CPQ app.

Configuring the Opportunities Record Page

To create and view estimates from the Opportunities record page:

  1. In the Services CPQ app, click the Opportunities tab.
  2. From Setup, click Edit Page.
  3. On the page layout, click the Related tab.
  4. In the Properties Pane, click Add Tab.
  5. Select the new tab, then select Custom from the drop-down list.
  6. In the Custom Label field, enter "Services CPQ".
  7. Select the new tab, then drag the SCPQ Estimate Related List component onto the new tab.
  8. Click Save. You are prompted to activate the new page.
  9. Click Activate. If you are not prompted to activate the page, click Activation.
  10. Click Assign as Org Default.
  11. Select Desktop and phone, then click Next.
  12. Click Save.

Assigning the Estimate Project Page Layout

To assign the Estimate Project page layout to estimate records:

  1. Click the Feature Console tab.
  2. Enable the Services CPQ feature. For more information, see Enabling and Disabling Features in the PSA Help.

Activating the Estimate Record Page

To activate the Estimate Record Page:

  1. From Setup, click User Interface | Lightning App Builder.
  2. Do one of the following:
    • If you are not using the Services to Salesforce CPQ integration, click View next to Estimate Record Page.
    • If you are using the Services to Salesforce CPQ integration, click View next to Estimate Record Page (Salesforce CPQ Integration).
  3. Click Activation.
  4. Select the App, Record Type, and Profile tab.
  5. Click Assign to Apps, Record Types, and Profiles.
  6. Select the checkbox next to Services CPQ.
  7. Click Next.
  8. Select Desktop and phone, then click Next.
  9. Select the checkbox next to Estimate.
  10. Click Next.
  11. Select the checkbox next to the profiles that will be viewing estimates.
  12. Click Next.
  13. Review the assignments, then click Save.
  14. Click Save. The page layout for estimate records is now activated.

Setting up an Approval Process

Set up an approval process for the Project object. For more information, see "Approvals" in the Salesforce Help.

Customizing FinancialForce In-App Guidance

FinancialForce In-App Guidance uses Salesforce user engagement features to deliver FinancialForce content, such as tutorials and learning paths, directly from our products.

Services CPQ includes a docked prompt, which displays a FinancialForce video tutorial overview of the app on the Services CPQ workspace. You can control the visibility of prompts, activate and deactivate them, and clone and customize them.

To find out more about FinancialForce In-App Guidance, see the FinancialForce In-App Guidance Quick Start Guide - Fall 2021.

To find out more about Salesforce User Engagement, see the Salesforce Help.

Filter Out Estimates from Related Lists

On the Project object, add a filter so that projects with the record type Estimate are not included. This ensures your estimates will only appear in the Services CPQ app and not in the PSA app.