Before you can use the Services to Salesforce CPQ integration, you must:
- Set up Services CPQ. For more information, see Setting up Services CPQ.
- Assign the FF Group - SCPQ (CPQ Integration) - Estimator permission set to the users who will be using the integration.
- Create quote template records for viewing Services CPQ information in Salesforce CPQ documents.
FinancialForce provides the following custom Lightning components for use with the Services to Salesforce CPQ integration:
| Component Name |
Description |
Lightning Record Page |
Further Information |
|---|---|---|---|
| SCPQ Actions: Estimates | Contains estimate actions. | Projects | Adding Tasks to an Estimate |
Permissions
You must assign the following permission set group to users for access to the Services to Salesforce CPQ integration:
| Permission Set Group Name |
Description |
|---|---|
| FF Group - SCPQ (CPQ Integration) - Estimator | Includes the CPQ - Push Estimate to Quote permission set. |
For more information about permission set groups, see Overview of Functional Permissions for PSA in the PSA Help.
Create Quote Template Records
To create quote template records for viewing Services CPQ information in Salesforce CPQ quote documents:
- Click the Feature Console tab.
- Enable the Services to Salesforce CPQ feature. For more information, see Enabling and Disabling Features in the PSA Help.