Menu
subscribe our youtube channel popup

Salesforce CPQ Quote Line Editor

The core of CPQ is Quote & Quote Lines. Quote Line Editor is the user interface Salesforce CPQ provides the Sales Reps to add or remove products, apply discounts and markups, and calculate prices for their quote.

This session will cover functions around using the quote line editor, adding columns to the quote line editor, using the quote line drawer, dynamically changing the quote line column headers, default buttons, guidelines for cloning quote lines, adjusting column width, and the Line editor package settings.

Salesforce CPQ Quote Line Editor

Here is the agenda of the session.

  • Using the Quote Line Editor
  • Adding Columns to the Line Editor
  • Quote Line Editor Drawer
  • Dynamically Change Quote line Editor Column Headers
  • Default Buttons
  • Groups
  • Guidelines for Cloning Quote Line
  • Adjust Column Width – Summer 20
  • Show Product Image Fields in the Quote Line Editor

Learn & Win

In addition to this, All Apex Hours CPQ attendees are eligible to win the following

  1. 10 Udemy course vouchers for Mastering Salesforce DX 
  2. 5 Lightning web components course Vouchers

Here is rule for our CPQ Training Contest.

Please bookmark our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training session details from here. Please help us to spread the words with #ApexHoursCPQ.

Further Learning

  • Link to Salesforce Help Article

If you missed the initial session then please check our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here. Please help us to spread the words with #ApexHoursCPQ

Please subscribe our YouTube channel to get notification for video upload.

Apex Hours
Apex Hours

Salesforce Apex Hours is a program of the community, for the community, and led by the community. It is a space where Salesforce experts across the globe share their expertise in various arenas with an intent to help the Ohana thrive! Join us and learn about the apex hours team.

Articles: 425

16 Comments

  1. Hello @Apex Hours,

    Attended todays session on CPQ – Quote Line Editor and it was very informative content that was delivered.

  2. Got very good understanding of QLE features and configurations to optimally use QLE.

    Thank you Apex Hours Team!

  3. Thanks team Apex Hours.

    Good to see the power of field sets in Quote and Quote line items page.
    Good to have Sudha again and with that successfully completed the third day session.

  4. Completed Quote Line Editor session. I love feature CPQ provides such as Add Groups, Favorite, Clone which will saves Sales people time when working with multiple deals and products.

    Thank you Apex team. very informative session.

Leave a Reply

Your email address will not be published. Required fields are marked *