Managing Custom Settings from Setup

Some aspects of Services CPQ are controlled by custom settings. From Setup, go to Custom Code | Custom Settings. You must be signed in with 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
Additional Vendor Line Item Fields The API name of the field set that contains the additional fields displayed when creating or editing an estimate vendor line item. N/A
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 Edit of Pushed Estimate Products If selected, estimate products that have been pushed to opportunity are not editable. false
Disable Edit of Pushed Estimate Products If selected, estimate products that have been pushed to opportunity are not editable. false
Disable Estimate Role Skills If selected, estimate role skills are disabled in Services CPQ. false
Disable Estimated Expenses

If selected, estimated expenses on estimates are disabled in Services CPQ. They are not included in any calculations and records are not created from them when creating a project from an estimate.

Note:

To ensure estimated expenses are not displayed anywhere in Services CPQ, you must:

  • Remove the SCPQ - Manage Estimated Expenses permission set from the Certinia - SCPQ - Estimator permission set group.
  • Unassign the SCPQ - Manage Estimated Expenses permission set from any users.
  • Remove the estimated expense fields from the Estimate Additional Costs Highlights highlights configuration.
  • Remove the Estimated Expenses related list from the Estimate Page Layout.
 false
Disable Milestone Creation

If selected, milestones will not be created from estimate records when creating a project from an estimate or adding an estimate to a project.

Notes:
  • The Create Milestone checkbox will remain visible if the user has permission to view it.
 false
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 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
Disable Estimate Vendor Line Items

If selected, vendor line items on estimates are disabled in Services CPQ. They are not included in any calculations and records are not created from them when creating a project from an estimate.

Note:

To ensure vendor line items are not displayed anywhere in Services CPQ, you must:

  • Remove the SCPQ - Manage Estimate Vendor Line Items permission set from the Certinia - SCPQ - Estimator permission set group.
  • Unassign the SCPQ - Manage Estimate Vendor Line Items permission set from any users.
  • Remove the vendor line item fields from the Estimate Additional Costs Highlights highlights configuration.
  • Remove the Estimated Vendor Line Items related list from the Estimate Page Layout.
 false
Maximum Daily Hours for RR Schedule The maximum number of hours per day for resource request schedules created from role requests. 24
New Estimate Additional Fields The API name of the field set that contains the additional fields displayed when creating a new estimate. N/A
New Estimate Template Additional Fields The API name of the field set that contains the additional fields displayed when creating a new estimate template. N/A
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.

N/A
Sync Hours Breakdown Schedule with RR If selected, the role request schedule is synced with the related resource request's schedule. false

Services CPQ Templating Settings

Use these settings to control the behavior of templating in Services CPQ.

Field

Description

Default Value
Estimate Templating Fields The API name of the field set that defines the estimate fields to copy when adding records from a template or creating an estimate from a template. ffscpq__Copy_From_Template_Estimate_Fields
Estimated Expense Templating Fields The API name of the field set that defines the estimated expense fields to copy when adding records from a template or creating an estimate from a template. N/A
Estimate Line Set Templating Fields The API name of the field set that defines the estimate line set fields to copy when adding records from a template or creating an estimate from a template. ffscpq__Copy_From_Template_Line_Set_Fields
Estimate Role Request Templating Fields The API name of the field set that defines the estimate role request fields to copy when adding records from a template or creating an estimate from a template. ffscpq__Copy_From_Template_Role_Request_Fields
Estimate Role Skill Templating Fields The API name of the field set that defines the estimate role skill request fields to copy when adding records from a template or creating an estimate from a template. ffscpq__Copy_From_Template_Skill_Request_Fields
Estimate Task Templating Fields The API name of the field set that defines the estimate task fields to copy when adding records from a template or creating an estimate from a template. ffscpq__Copy_From_Template_Estimate_Task_Fields
Vendor Line Item Templating Fields The API name of the field set that defines the estimate vendor line item fields to copy when adding records from a template or creating an estimate from a template. N/A

Services CPQ Trigger Settings

Use these settings to disable Services CPQ triggers.

Warning: Contact Certinia Customer Support before modifying any of these settings to avoid potential corruption of created data.
Field

Description

Default Value
Bypass Estimate Product Instance Trigger If selected, disables the validation ensuring estimate product instances are only created using the Manage Products action. false