Custom Actions are user-created buttons in the Quote Line Editor and Configurator; these buttons can be configured to perform a variety of actions that streamline user workflows.
Certain Custom Actions are shipped with all installations of Salesforce CPQ and are present by default in the Quote Line Editor or Configurator. Default Quote Line Editor Custom Actions include:
While all Custom Actions can be viewed by selecting the Custom Actions tab>View All, native Salesforce CPQ Custom Actions can be identified by having a Display Order of 900 or greater.
The walkthroughs below will review how to create a new Custom Action and various methods of useful new Custom Action features.
Caution - For versions of SteelBrick CPQ prior to Spring '16: If you have at least one active custom action, then the standard buttons Add Products or Upgrade Assets will not appear on the Line Editor.
Tip: There is no limit to the number of line editor buttons you can create, but Salesforce CPQ best practices advise against creating more than 6-8. More than that could clutter the Quote Line Editor screen and create a diminished user experience.
Note: Field dependence between Target Object and Target Field are enabled in the managed package. Adding custom fields to the Target Field picklist will require an update to such dependencies.
The following table provides an explanation of the managed fields included in the Custom Action object:
|Action Name||Enter a name for the Action. Note: This does not represent the name that will appear on the button.|
|Label||Choose the label that will appear on the button. Note: You may need to add additional picklist values to the Label field.|
|Description||Enter a description that the user will see when they hover over the button.|
|Display Order||Enter the order in which this action should appear in the UI.|
|URL||Specify the URL to navigate to. See Custom URL for Custom Action for more information.|
|URL Target||Specify whether the action firing will cause a new popup page or replace the current the page.|
|Active||Select to activate the action so it appears in the UI.|
|Default||When checked, this Custom Action will automatically appear in its selected Page. See Setting a Default Custom Action for more information.|
Choose the behavior for your conditions:
|Target Object||Choose the Target Object:
Choose the page that you want the custom action to appear on:
Select where the action will be located on the page: (Spring 16)
Each option in this field will render the Custom Action as a different UI element: (Spring 16)
Select an Icon for this Custom Action. (Spring 16)
To create Line Editor Buttons :
At this point, you can create Search Filters that are initiated with the button you just created.
To create a Search Filter associated with a Line Editor Button:
To create a conditional action:
You can conditionally hide or show an action based on a defined set of criteria. For example, you only want the button to appear in the configurator if Product Code = ABC.
Administrators can set a Custom Action as the default Action when creating new Quotes. Previously, sales reps were directed to the Line Editor after creating a new Quote, requiring them to manually click an Action button in order to add Products.
Admins may need to modify the following page layouts:
Custom Actions Inheriting Brand Button Styling
By default, Custom Actions will inherit the Group Button styling assigned to Buttons in an active Theme. As of Salesforce CPQ 26.1, Custom Actions may inherit Brand Button (Primary Button before 26.1) styling instead. This can be changed by navigating to a Custom Action's record and checking the Brand Button checkbox field - when checked, all Custom Actions with the Type field set to Button will inherit the active Theme's Brand Button styling. This will only style un-nested Custom Actions.
Note: Admins may need to add the Brand Button field to the Custom Action page layout.