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

  • System Administrator permissions for Salesforce

Step 1: Configure Layouts

  1. Go to https://login.salesforce.com

  2. Log in as a user who has the System Administrator user profile

  3. Switch to Salesforce Classic

  4. From Setup, enter object in the Quick Find box, then select Objects

  5. Click Price Book

  6. Complete the following:

    1. Under Page Layouts, click Edit next to a page layout for FieldFX Back Office

    2. On the toolbar, click Related Lists

    3. Drag Rules into the Related Lists section

    4. Click Save

    5. Repeat steps a to d for additional page layouts as needed

Step 2: Set Up the Rule Engine

  1. Set up the rule processor to ensure the required configuration of a rest endpoint; i.e. static resource

  2. Add rules

Step 3: Set Up Permissions & Licenses

  1. Add FX CPQ permission sets

  2. Assign FX CPQ permission sets to users

  3. Assign FieldFX CPQ licenses to users

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