How To Initially Setup Configuration

(Doc ID 1998169.1)

Last updated on SEPTEMBER 09, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.

Goal

After installing the Configuration package1, assigning the permission sets2, and assigning licenses to your users3, administrators must add the Configurations and Features lists, add the New Quote Configuration and Clone buttons to the Quote object. Sales users cannot create configurations until these steps have been completed - This document outlines the steps necessary to implementing these features.


Prerequisites:

1 How To Install Express CPQ

2 How To Assign Permission Sets to a User

3 How To Assign Licenses to Users

 

Solution

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