Using Mobileforce. CPQ with Salesforce

Using Mobileforce CPQ with Salesforce

Mobileforce CPQ works directly with Salesforce CRM, using the Opportunity object to create quotes.

To start with, log in to your Salesforce instance, and then from the App Launcher, select Sales
Now, select Opportunities --> Select a specific Opportunity.

Here, you'll see two tabs relating to Mobileforce CPQ.

* CPQ - Quotes/Proposals: a list view of all quotes created for this opportunity, by Mobileforce CPQ

* CPQ - New Quote/Proposal: a create view that lets you create a new quote, thus initiating the Mobileforce CPQ workflow

Some things to note:

You can also get a Mobileforce CPQ workflow to start from a Salesforce account (instead of an opportunity).

If you don't want to associate quotes with opportunities, you can go to the Quote UI Layout and make the Opportunity field not required. This is achieved by going to CPQ Admin --> Quote UI Layout --> Edit the specific Quote UI Layout --> Go to the "Form" tab --> Select " Details" from the right side, and scroll down to " Validation" where you set the " Required" property to No.
Then, to remove the CPQ workflow from an Opportunity, change the layout in the Opportunities object, in Lightning App Builder to remove the CPQ workflow.
Similarly, change the layout of the Account object, in Lightning App Builder to add CPQ to the default layout of Accounts. Here add the two tabs: for list view and create view of quotes.
Then use VisualForce Pages to create and add an iframe (specific for accounts) to the Account object.