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Customize page layouts in Salesforce CPQ

This article applies to:Connector for Salesforce CPQ

After you install Connector for Salesforce CPQ, additional custom fields and buttons are available to add to Salesforce CPQ page types.

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
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