Set Up Salesforce CPQ Summer ’18

After installing Salesforce CPQ Summer ’18, set up new features and layout changes in your org.

Once you’ve received your Salesforce CPQ package installation link, follow the steps in Install Salesforce CPQ. Then, use the following steps to get Salesforce CPQ up and running with CPQ Summer ’18 features and changes.

  1. Remove the Subscription Conversion field from the contract page layout.
  2. Add the Order Bookings field to the order page layout.
  3. Add the following picklist value to the order field Price Calculation Status.
    • Value: Not Needed
    • API Name: Not Needed