CPQ Features

How to modify Quote Line Editor UI in Salesforce CPQ?

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?

Problem & Solution

Custom order of quote lines in QLE

The Problem

In Salesforce CPQ, you need to sort Quote Lines in the Quote Line Editor, in a custom way, automatically. You want it to happen without user action, always. In this example, we will assume that there are 2 products that always need to be at the bottom of the screen, below any other product in the QLE.