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Open Industries CPQ Cart

In the Salesforce Classic (Aloha) interface, you can use the CPQ button to open the Industries CPQ Cart. In Salesforce Lightning, you can use the Configure or configureWithNamespace button.

Attention

Do not create an order by cloning a previous order. The Clone button in the Salesforce Classic (Aloha) interface is not intended to work with Vlocity orders and can cause serious errors.

  1. On an Order record detail page, click the relevant button: CPQ, Configure, or ConfigureWithNamespace.
    The CPQ button on the Order record page.
  2. To exit Industries Cart, click View Record, located in the upper right corner of the cart page.
    The View Record button in the cart.