Salesforce CPQ Plugins

Salesforce CPQ Plugins
Javascript 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
Product Configuration Intializer for Guided Selling
Document Store Plugin
Salesforce CPQ Electronic Signature Plugin
PDF

Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

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.