Customize page layouts in Salesforce CPQ

Steps

1. In Salesforce CPQ, open a page type you want to add to.
2. Select Edit Layout.
3. Select Fields or Buttons.
4. Drag the desired field or button to the detail section of the page (e.g., to the Account Detail section if you're adding to the accounts page type). The following are available after you install Connector for Salesforce CPQ:

   Page type	Fields	Buttons
   Accounts	Entity/Use code Exemption Number Business Identification Number Is Seller Importer Of Record	Validate Billing Address Validate Shipping Address Save to Avalara Add Customer(s) to AvaTax Exemption (in My Accounts view)
   Products	Avalara Tax Code (AvaTax uses the tax code in this field, not the Tax code field that is on the page by default)
   Quotes	AvaTax Message Calculate Tax Entity/Use Code Tax Calculation Status Sales Tax Amount Invoice Message Is Seller Importer Of Record	Calculate Tax Validate Bill To Address Validate Ship To Address
   Orders	AvaTax Message Tax Calculation Status Sales Tax Amount Invoice Message Is Seller Importer Of Record	Calculate Tax Validate Billing Address Validate Shipping Address
   Contract	AvaTax Message Tax Calculation Status Sales Tax Amount Calculate Tax Entity/Use Code Invoice Message Is Seller Importer Of Record	Validate Billing Address Validate Shipping Address
   Assets	Sales Tax Amount

5. To add line details on pages where they're available, select the wrench icon on the heading of the indicated section, select the indicated fields from the Available Fields list, and then select Add:

   Page	Section	Fields
   Quotes	Quote Lines	Sales Tax Amount Sales Tax Details Location Code
   Orders	Order Product	Sales Tax Amount Sales Tax Details Location Code
   Contract	Contract Line (subscription)	Sales Tax Amount  Sales Tax Details Location Code

Next

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