From the previous article, we have learned how to add a Price Book, Account, Product, Opportunity & Quote. Now, let us learn how to Edit the Quote for providing the Additional Discount, Required Quantity, Cloning of Products, Add the product to the Favourites or Delete the product selected.
Basically, the Page layout of QLE (Quote Line Editor) is divided into 2 parts, they are, Quote Line section Object, and the other is Header part, i.e., Quote Object.
As mentioned in the earlier article, after raising a Quote for the Product selection from the Price Book, the steps to Edit a Quote in Salesforce CPQ are as follows
Log in to Salesforce CPQ → Select the “Quotes”, from the menu bar available → New → Fill in the details required like Opportunity, Account, Price Book, etc. → Save → In the “Edit Quote” Screen → Click on “Add Products” → In the “Product Selection” Screen select the product services required → Click on the “Select” button → You will be redirected to the next screen.
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As explained in the earlier articles, we have a connection from,
Account → Opportunity → Quote → Quote Line Item → Product.
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Log in to Salesforce CPQ → Select the “Quotes”, from the menu bar available → Click on the “Existing Quote” → and click on the button “Edit Lines” → It directly re-directs to the “Edit Quote” where we can edit the Quote Line for Quantity, Additional Discount, Cloning, add to favourite & delete, etc.
In order to remove or add or rearrange the number of columns in the Quote Line, Edit(Quote Line Object) - Page Layout, we need to follow the below-mentioned steps.
Log in to Salesforce CPQ → SetUp → In the quick find search for “Objects” → Find the “Quote Line” Object → Click on the “Field Sets” → Click on “Line Editor” edit → Make the required changes → Save.
Log in to Salesforce CPQ → SetUp → In the quick find search for “Objects” → Find the “Quote” Object → Click on the “Field Sets” → Click on “Line Editor” edit → Drag and Drop the required fields or Make the required changes → Save.
Log in to Salesforce CPQ → SetUp → In the quick find search for “Installed Packages” → Click on the “Configure” button → Select the “Line Editor” Tab item → Check the “Enable Multi-Line Delete” → Save.
In the next topic, we will discuss in detail” ”. Keep following us for more info on Salesforce CPQ.
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Arogyalokesh is a Technical Content Writer and manages content creation on various IT platforms at Mindmajix. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Get in touch with him on LinkedIn and Twitter.