Learn how to add and configure the CPQ X MSQ Details page on the Salesforce Lightning Quote Detail record page.

1. In Salesforce, navigate to the Quote object and open an existing Quote record.
2. Click and select Edit Page.
   You can also navigate directly through Setup to Lightning App Builder.
3. On the middle of the page, click on the blank space next to the Related and Details section.
4. On the right side, click Add tab and enter the names for Tab Label and Custom Label.
   
5. Click Done.

   You will now see a new tab appear.

   
6. Navigate to the newly created tab and add the custom component named CPQ_X MSQ Details to the desired place. You can find this on the left side, or you can use Salesforce Quick Search.
   
7. Define the Parent Quote Field Set(s) and Child Object Field Set(s). While defining Quote Object Field sets, the namespace prefix of the field set should match the API name exactly. For example, if it is a Zuora package field set, it should be prefixed with zqu__. If you create it, it may not have any prefix. You can define multiple field sets with comma separated.
   
8. Click Save and Activate.

   Note that the columns displayed for the products, such as Charge Name, List Price, Quantity, Discount, etc., are determined by the field set named "CPQX_Quote_Detail_Charge_Display_Fields" on the Quote Rate Plan Charge object. To adjust the columns shown, add or remove fields within the "CPQX_Quote_Detail_Charge_Display_Fields" field set.

   It is important to know that you are not required to include the CPQX_Quote_Detail_Charge_Display_Fields field set in the Quote Object Field Set(s) as stated in point 6. It is already present on this page by design.

   Note:

   Field set API names must match the API name exactly. Managed-package field sets must include the zqu__ namespace prefix. If you enter multiple field set names, separate them with commas and do not add spaces between the values.

   Note: At present, all the fields added in the Quote Detail page for CPQ X are not editable. We are actively working on making all the fields editable in the near future.