Building Configuration Blueprints
(Doc ID 1998269.1)
Last updated on DECEMBER 03, 2019
Applies to:Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.
Before sales users can configure products onto quotes, administrators must first create a Configuration Blueprint which defines how the guided selling process will flow, what business rules must be followed and what products must be quoted.
Configuration Blueprints in Express CPQ Configuration are built by creating a series of fields that sales reps interact with and rules that govern these field values. Administrators then add these fields to the layout in the arrangement that is efficient for their users and define product rules which add fields based on the sales reps inputs.
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