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Customize Quote Studio with Extensibility Framework

Learn how to enhance Quote Studio using the CPQ X Extensibility Framework by integrating custom Lightning web components or Aura components.

Lightning web components (LWC) and Aura components are the two Salesforce programming models, based on which you can build Lightning components. LWC and Aura components can coexist in an app and interoperate with each other.

The CPQ X Extensibility Framework feature enables you to include:

  • Your own LWC or Aura components in the Quote Studio sidebar. It can significantly improve the extensibility and usability of Quote Studio.

  • A headless component to execute your custom logic without a User Interface (UI). For more information, see Headless component - hooks Headless component - hooks.

  • For JS global method used in Extensibility Framework, see JS global method.
Note:

Starting with Quotes Version 10.50 onwards, if your Extensibility Framework code references the charge.originalQRPC property from quoteState, review your implementation to ensure that all required fields used in your code are included in the zqu__Original_QRPC field set. The following fields are included in this field set:

  • zqu__BillingPeriodAlignment_c

  • zqu_Quantity__c

  • zqu__EffectivePrice__c

Previously, the originalQRPC property was a direct copy of the charge.record property within quoteState.

The following image shows the Quote Studio sidebar component.

Quote Studio sidebar

The high-level steps to customize Quote Studio sidebar are:

  1. Create your own components.
  2. Register and dispatch events.
  3. Register a new component in CPQ X.