External Configurator Plugins
Developers can set up links to third-party web applications from within the configurator
or quote line calculator. You can open links through custom actions or with an automatic launch
through a pluggable configurator.
| Available in: Salesforce CPQ Winter ’16 and later |
Salesforce CPQ provides two ways to access an external configurator from the quote line editor.
- Create a custom action that launches a URL. When a sales rep clicks the custom action, Salesforce CPQ launches the external configurator.
- Define an external configurator in Salesforce CPQ package settings. Then, enable external configuration on any product that you want sales reps to use within that configurator. When a sales rep adds or configures that product in the quote line editor, Salesforce CPQ launches the external configurator. This feature is available as of Salesforce CPQ Summer ’17.