Revenue Cloud

These templates only work with Salesforce CPQ (SBQQ) package installed.

Top Object: Account

Assets, Orders, Contracts and Subscriptions

CPQAssetsOrdersSubscriptions

JSON

{"childRelationships":"Account.Orders,Order.OrderItems,Order.SBQQ__Contracts__r,Contract.SBQQ__Subscriptions__r,Account.Assets","hideOutline":true,"hideParentRecord":false,"hideRelationshipCells":false,"direction":"Vertical","layoutName":"Tree","levelDistance":30,"nodeDistance":5,"readOnly":false,"vertexLabels":"OrderItem.Product2.Name,SBQQ__Subscription__c.SBQQ__ProductName__c","edgeLabels":"Order.Status,Contract.StartDate,OrderItem.TotalPrice,SBQQ__Subscription__c.SBQQ__SubscriptionType__c","colorFields":"","iconFields":"","filterFields":"","orderByFields":""}

Opportunities & Quotes

CPQOpportunties&Quotes

JSON

{"childRelationships":"Account.Opportunities,Opportunity.SBQQ__Quotes2__r,SBQQ__Quote__c.SBQQ__LineItems__r","hideOutline":true,"hideParentRecord":false,"hideRelationshipCells":false,"direction":"Vertical","layoutName":"Tree","levelDistance":30,"nodeDistance":5,"readOnly":false,"vertexLabels":"SBQQ__Quote__c.SBQQ__StartDate__c,SBQQ__QuoteLine__c.SBQQ__ProductName__c","edgeLabels":"Opportunity.CloseDate,SBQQ__Quote__c.SBQQ__Type__c,SBQQ__QuoteLine__c.SBQQ__ListTotal__c","colorFields":"","iconFields":"","filterFields":"","orderByFields":""}

Top Object: Product

Configure CPQ bundles

CPQBundle

Requirements

  • Custom field: Product2.IconURL__c text field (255)
  • Custom field: SBQQ__ProductFeature__c.IconURL__c text field (255)
  • Custom field: SBQQ__ProductOption__c.IconURL__c formala text field

SBQQ__Feature__r.IconURL__c

JSON

{"childRelationships":"Product2.SBQQ__Features__r,SBQQ__ProductFeature__c.SBQQ__ProductOptions__r","hideOutline":true,"hideParentRecord":false,"hideRelationshipCells":false,"direction":"Vertical","layoutName":"Tree","levelDistance":30,"nodeDistance":5,"readOnly":false,"vertexLabels":"SBQQ__ProductOption__c.SBQQ__ProductName__c","edgeLabels":"","colorFields":"","iconFields":"Product2.IconURL__c,SBQQ__ProductFeature__c.IconURL__c,SBQQ__ProductOption__c.IconURL__c","filterFields":""}

Top Object: Product Rule

Actions, Error Conditions and Configuration Rules

ProductRules

Requirements

  • Custom field: SBQQ__ErrorCondition__c.CustomLabel__c formala text field

SBQQ__TestedVariable__r.Name & TEXT(SBQQ__TestedField__c) & ' ' & TEXT(SBQQ__Operator__c) & ' ' & SBQQ__FilterValue__c

  • Custom field: SBQQ__ProductAction__c.CustomLabel__c formala text field

CASE(TEXT( SBQQ__Type__c), 'Default Filter', TEXT(SBQQ__FilterField__c) & ' ' & TEXT(SBQQ__Operator__c) & ' ' & SBQQ__FilterValue__c,SBQQ__Product__r.Name)

  • Custom field: SBQQ__ConfigurationRule__c.CustomLabel__c formala text field

SBQQ__Product__r.Name + SBQQ__ProductFeature__r.Name

JSON

{"childRelationships":"SBQQ__ProductRule__c.SBQQ__ErrorConditions__r,SBQQ__ProductRule__c.SBQQ__Actions__r,SBQQ__ProductRule__c.SBQQ__ConfigurationRules__r","hideOutline":true,"hideParentRecord":false,"hideRelationshipCells":false,"direction":"Vertical","layoutName":"Tree","levelDistance":30,"nodeDistance":5,"readOnly":false,"vertexLabels":"SBQQ__ProductAction__c.CustomLabel__c,SBQQ__ErrorCondition__c.CustomLabel__c,SBQQ__ConfigurationRule__c.CustomLabel__c","edgeLabels":"SBQQ__ErrorCondition__c.SBQQ__TestedObject__c,SBQQ__ProductAction__c.SBQQ__Type__c,SBQQ__ConfigurationRule__c.SBQQ__RuleType__c","colorFields":"","iconFields":"","filterFields":"SBQQ__ConfigurationRule__c.SBQQ__Active__c,SBQQ__ErrorCondition__c.SBQQ__ParentRuleIsActive__c","orderByFields":"SBQQ__ErrorCondition__c.SBQQ__Index__c"}
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