FX CPQ Module Setup
Prerequisites
To setup and use FX CPQ module, you need to:
Have these permissions | Complete these tasks and review these topics before continuing |
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Step 1: Configure Layouts
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Go to https://login.salesforce.com.
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Log in as a user who has the System Administrator user profile.
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From Setup, enter
object
in the Quick Find box, then select Objects. -
Click Price Book.
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Complete the following:
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Under Page Layouts, click Edit next to a page layout for FieldFX Back Office.
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On the toolbar, click Related Lists.
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Drag Rules into the Related Lists section.
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Click Save.
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Repeat the above steps for additional page layouts.
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Continue with Step 2: Set Up the Rule Engine.
Step 2: Set Up the Rule Engine
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Set up the rule processor to ensure the required configuration of a rest endpoint; i.e. static resource.
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Continue with Step 3: Set Up Permissions & Licenses.