Before you can use Services CPQ, you must:
- Assign Services CPQ licenses to your users.
- Install PSA November 2021 and assign PSA licenses to your users.
- Enable record locking and unlocking in Apex.
- Assign the relevant permissions to your users.
- Add the Estimates related list to the Opportunities record page layout.
- Set up an approval process.
- [Optional] Customize FinancialForce In-App Guidance.
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. | Estimates | Estimate Fields |
| 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. | Estimates | Adding Tasks to an Estimate |
| SCPQ Workspace Action Panel | Contains an action to create an estimate. | Workspaces | Creating an Estimate |
Customizing the SCPQ Task Manager Component
To display additional estimate task columns, in the Component Properties pane, select a field set in the Additional Estimate 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:
- From Setup, go to Process Automation | Process Automation Settings.
- Select the Enable record locking and unlocking in Apex checkbox, then click Save.
Configuring the Opportunities Record Page
To create and view estimates from the Opportunities record page, add the Estimates related list to the page layout. For more information, search for "Related Lists" in the Salesforce Help.
Setting up an Approval Process
Set up an approval process for the Estimate 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.