Salesforce CPQ Plugins

Salesforce CPQ Plugins
Quote Calculator Plugin
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
Legacy Quote Calculator Plugin
Legacy Page Security Plugin
Document Store Plugin
Salesforce CPQ Electronic Signature Plugin
PDF

Set Up External Configurators for Automatic Launch

Allow users to launch a non-Salesforce CPQ configurator automatically from within the quote line editor. Salesforce CPQ captures the external configurator’s values and applies relevant settings or changes back to the Salesforce CPQ configurator.
Available in: Salesforce CPQ Winter ’18 and later

  1. From Setup, enter Installed Packages, and then select Installed Packages.
  2. Find the Salesforce CPQ package and click Configure.
  3. Select the Additional Settings tab.
  4. In the External Configurator URL field, enter the URL for your external configurator.
  5. Optional: On the Additional Settings page, you can also select the Third Party Configurator field. When active, Salesforce CPQ launches the external configurator so it takes up your entire screen. Any action that closes the close the external configurator (cancel, save, clicking X on your screen) redirects to the page that launched the external configurator.
  6. Find the products that you want to launch the external configurator when a sales rep configures them.
    1. Select the Externally Configurable field on each product record.
    2. Make sure each product’s Configuration Type field has a value of Required.
      The external configurator launches when a user clicks the wrench next to a configurable bundle, or when the user adds a product where a configuration event is required. If you set the configuration type to Allowed, the external configurator launches only when a sales rep selects the wrench icon next to a configurable bundle.