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.
- Enable the Services to Salesforce CPQ Integration feature.
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: Quotes |
Contains an action to push an estimate to a Salesforce quote. |
Estimates | Pushing an Estimate to a Quote |
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.
Feature Console
You must enable the Services to Salesforce CPQ Integration feature, which configures the integration by:
- Creating quote template records for viewing Services CPQ information in Salesforce CPQ quote documents.
- Creating a custom action named Create Estimate in Salesforce CPQ and adds it to the quote line editor.
- Overriding the New quick action for the Estimate object to include a lookup to a quote when creating an estimate.
For more information about enabling this feature, see Enabling and Disabling Features in the Foundations Help.