Services CPQ Lightning Components

FinancialForce provides Services CPQ custom Lightning components that you can add to Lightning pages. You can also customize these components. You need permissions to access and use FinancialForce Lightning components.

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

Services CPQ Lightning Components
Component Name

Description

Managed Locations

Supported Locations

Properties

SCPQ Actions: Estimates Contains actions to create a project from an estimate and push an estimate to an opportunity. Estimate Record Page Estimate record pages

SCPQ Actions Lightning Component Properties

SCPQ Actions: Estimate Products Contains an action to add estimate product items to an estimate product. Estimate Product Record Page Estimate Product record pages
SCPQ Actions: Projects Contains an action to add records from an estimate to a project. None Project record pages
SCPQ Estimate Builder View, edit, and add estimate products, line sets, tasks, and role requests to the estimate. Estimate Record Page Estimate record pages

Estimate Builder Lightning Component Properties

SCPQ Estimated Expenses Highlight Cards View summary details of the estimated expenses on an estimate. Estimate Record Page Estimate record pages None
SCPQ Estimate Variables View and edit the details of an estimate. Estimate Record Page Estimate record pages None
SCPQ Workspace Actions Contains an Actions accordion with actions to create an estimate or an estimate template. Services CPQ Workspace Lightning pages None