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.

Document Store Plugin

Use a CPQ document store plugin to store your quote documents as custom objects or in third-party integrations.
Available in: All Salesforce CPQ Editions

Table 1. storeDocument Method
Param Type Description
quote SObject (SBQQ__Quote__c) Quote record information from the Salesforce CPQ quote.
document SObject (SBQQ__QuoteDocument__c) The quote document record from Salesforce CPQ.
content Blob Represents the actual PDF or Word file contents.

Example

Here's a sample document store plugin.

1public class TestDocumentStorePlugin implements SBQQ.DocumentStorePlugin {
2
3   public void storeDocument(SObject quote, SObject document, Blob content) {
4       // Custom document saving logic goes here.
5   }
6
7   // Reserved for future use
8   public Boolean isQuoteDocumentSaved() {
9      return true;
10   }
11
12   // Reserved for future use
13   public SObject[] listDocuments(SObject quote) {
14      return null;
15   }
16
17}