Some aspects of Services CPQ are controlled by custom settings. From Setup, go to Custom Code | Custom Settings. You must be signed in with system administrator permissions to change these settings.
See the Salesforce Help for information on how to maintain custom settings.
Services CPQ Settings
Use these settings to manage the behavior of Services CPQ.
| Field |
Description |
Default Value |
|---|---|---|
| Automatically Adjust Estimate Dates | If selected, editing the dates of a child record to outside the dates of the parent record will automatically adjust all parent records to include the dates. If deselected, editing the dates of a child record to outside the dates of the parent record will not affect the dates of any parent records. | true |
| Create Project from Estimate Field Set | The API name of the field set that defines the project fields that are editable when project details are displayed during creation of a project from an estimate. | pse__createProjectFromOppAndTempProjColumns |
| Disable Opportunity Product Creation | If selected, opportunity products will not be created when pushing an estimate to an opportunity or creating a project from an estimate. | false |
| Disable Estimate Role Skills | If selected, estimate role skills are disabled in Services CPQ. | false |
| Disable Role Request Consolidation |
If selected, when resource requests are created from an estimate, a separate resource request is created for each role request. If deselected, role requests are consolidated into resource requests according to the selected grouping criteria. |
false |
| Disable Role Request Suggested Resource | If selected, suggested resources on role requests are disabled in Services CPQ. | true |
| Role Request Consolidation Field Set |
The API name of the field set that contains the additional fields to be populated when consolidating estimate role requests into a resource request. For example, if the Bill Amount field is included in the specified field set, this field can be selected in the grouping criteria when pushing an estimate to an opportunity or creating a project from an opportunity. Role requests that have the same bill amount will then be consolidated into one resource request. For more information, see Creating a Project from an Estimate and Pushing an Estimate to an Opportunity. |