Salesforce CPQ Plugins

Salesforce CPQ Plugins
Javascript Quote Calculator Plugins
CPQ Product Search Plugin
External Configurator Plugins
Set Up an External Configurator to Launch from a Custom Action
Set Up a Web Application for Integration
Set Up External Configurators for Automatic Launch
Page Security Plugin
Salesforce CPQ Electronic Signature Plugin
PDF

Set Up an External Configurator to Launch from a Custom Action

Create a custom action that launches a non-Salesforce CPQ configurator.
Available in: Salesforce CPQ Winter ’16 and later

You may have to add the following layouts and values.
  • Add the Page and URL Target fields to the custom action page layout.
  • Add the Popup value to the custom action’s URL Target field.
  • Add a label that represents your external configurator’s name to the custom action’s Label field.
  1. From your Custom Actions tab, click New.
  2. From the Label field, choose GIS.
  3. From the Page field, choose Product Configurator.
  4. From the URL Target field, choose Popup.
  5. In the URL field, add a URL for a custom website that uses a secure https protocol.
  6. Save your changes.

We strongly recommend that you choose Dialog Window for the value of URL Target. Replace Window causes users to lose all their work when the external configurator loads.

Important