OneCPQ Quick Setup Guide
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Welcome
Welcome to the user guide for OneCPQ. This User Guide is meant to teach people in your organisati...
What's New
Installation & Settings
Overview
This configuration guide is designed to guide you through the necessary installation and configur...
Before You Begin
BizTBaa OneCPQ is a 100% Native Salesforce app designed for use with Salesforce CRM Developer Edi...
Prerequisites
Before you begin any implementation of BizTBaa OneCPQ, you will most likely need the following: ...
Custom Metadata Type Settings
Custom metadata types enable you to create your own setup objects whose records are metadata rath...
Basic Setup
After successful installation of OneCPQ, a few simple steps must be completed before you can begi...
1. App Launcher
App Tabs Relevant tabs are grouped together under two apps, one for the administrator and ano...
2. Price List
OneCPQ has its own Price List Custom object to maintain price of products or services that you s...
3. Product Page
Products are the items and services that you sell to customers. OneCPQ uses standard Salesforce P...
4. Opportunity Page
Opportunity Page Layout Setting You can either override your existing opportunity page with BizT...
5. Quote Page
Quote Page Layout Setting If your organization intends to use Salesforce Standard Quote Object f...
6. Cart Item Object
OneCPQ Cart Item Custom Object contains all fields that are required to be displayed in Cart Ite...
7. User Settings
OneCPQ is a 100% native Salesforce app and uses Salesforce's sharing settings to control access t...
8. Document Template
Document Templates allow the creation of templates for output documents. As OneCPQ document gener...