How To Create, Edit, and Delete Configurations (Doc ID 1998187.1)

Last updated on JULY 24, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 16 and later
Information in this document applies to any platform.

Goal

When a sales rep is working an opportunity with a customer and they are ready to add products to a quote they will create a configuration. Once a configuration is started they will be taken into the configurator where they will be guided through the selling process.

After a configuration has been created the sales rep can reopen the configuration to make changes, add additional quantities, update selection and apply additional discounts.

If a configuration becomes out of date or was created in error it can be deleted.

Solution

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