*The steps below are necessary on the Edit Quote screen in CPQ because a Visualforce page is being used*
Prerequisite: Create a new Topic and add the URLs for the Salesforce one.app and the Salesforce CPQ prefix
*Keep in mind the na111 portion of the URLs is specific to my example dev org so yours will be different*
Example: https://sbqq.na111.visual.force.com, https://na111.lightning.force.com/one/one.app
- From the Salesforce CPQ app
- From the CPQ Quote object (SBQQ__Quote__c)
1 ) Click to open a Quote Number (Example: Q-00000)
2 ) Click Edit Lines
3 ) Right-click in the white space on the page
4 ) Left-click View Frame Source
- A new web browser view-source tab will open
5 ) Highlight all the Visualforce URL that contains sbqq which is the pre-fix for the CPQ managed package
- In the example below, I highlighted from the start of https: all the way to the end past where the arrow is
This is not the URL you will use, this is just an example of what you must copy for this to work properly
https://sbqq.na111.visual.force.com/apex/sb?id=a0q3h000000RHF8AAO&tour=&isdtp=p1&sfdcIFrameOrigin=https://na111.lightning.force.com&sfdcIFrameHost=web&nonce=33d2d2c202989594ff42cfa9dab5b64beb94bbf4a879aa103dbccc027df2328f<n_app_id=06m3h000001Mj4qAAC&clc=0#quote/le?qId=a0q3h000000RHF8AAO
6 ) Open a new browser tab and paste the URL you just copied into the address bar and hit enter
- The Edit Quote screen will load up, however, all that is loading here is the actual Visualforce page
7 ) Open the Spekit Chrome extension
8 ) Click Settings (bottom right)
9 ) Click the slider for Domains Enable help text icon on
- The screen in the current tab will refresh
- Refresh the Edit Quote screen in CPQ
- Spekit icons will now appear next to the fields you opted to define and associate with the topic you created and linked to
