Every business is different. Therefore the way how the Sales People operate in those businesses is different as well. Of course there are some common elements. But the need to adjust the Quote Line Editor (QLE) in Salesforce CPQ is there and the implementation Partner has to respond to that.
So how can we change the user interface of the Quote Line Editor?
The Problem
We want to modify the user interface of the Quote Line Editor. There is a need to display various fields fro the Quote and Quote Lines.
The Solution
The below is what you can see just after installing Salesforce CPQ in your org.
And the below are the OOTB options we have:
- Display Quote fields above the Quote Line section, that are relevant to the process of preparing the offering.
- Choose what columns we see in the Qoute Line table
- Choose which Quote Lines fields are visible in the MDQ section.
- Choose what fields are visible in the Quote Line Drawer
Quote Fields at the top of Quote Line Editor
In order to define the visible fields at the top of the QLE go to:
Setup -> Object Manager -> Quote
Then click on the Field Sets, and select
Line Editor
Drag and drop the fields you want to display from the top panel into the field set. Please note, that QLE display those fields in 3 columns, and you can select maximum of 8 fields.
Quote Line Editor columns
In order to define the visible fields at the top of the QLE go to:
Setup -> Object Manager -> Quote Line
Then click on the Field Sets, and select
Line Editor
Drag and drop the fields you want to display as columns in the QLE.
Keep in mind that when having too many columns, your UX will suffer, because there will be a need to scroll the view horizontally.
MDQ visible Fields
In order to define the visible fields at the top of the QLE go to:
Setup -> Object Manager -> Quote Line
Then click on the Field Sets, and select
Segmented Line Editor
Drag and drop the fields you want to display when you configure products in the MDQ mode.
Quote Line Drawer
In order to define the visible fields at the top of the QLE go to:
Setup -> Object Manager -> Quote Line
Then click on the Field Sets, and select
Standard Line Item Drawer
Drag and drop the fields you want to display in the Quote Line Drawer.
At the moment of writing the article, there was no way to have different drawer layouts be set per different Quote Lines/Products. There is an Idea logged here that describes this need.
