Setup Considerations: Salesforce Connector CPQ

You can use this topic to help make decisions when planning your configuration and use of Salesforce Connector CPQ. It explains:

Why to set it up.

How it fits into the rest of Workday.

Downstream impacts and cross-product interactions.

Security requirements and business process configurations.

Questions and limitations to consider before implementation.

Refer to detailed task instructions for full configuration details.

What It Is

The Contract Lifecycle Management integration with Salesforce CPQ (Configure, Price, Quote) allows you to either embed a dynamic table of quote information directly into a contract draft or append a CPQ generated quote document to the contract for e-signature. This integration works with quotes that have been finalized through the standard CPQ business rules and approval processes.

Business Benefits

Reduce errors and increase efficiency by automatically adding quote data to a contract without manual copy-pasting.

Ensure CPQ-generated quotes are legally binding by including them in the e-signature package.

Make merged documents fully searchable and ready for AI-powered data extraction within Contract Lifecycle Management.

Use Cases

This integration addresses the business problem of manually transferring quote details into a contract. You can:

Dynamically create a table in a contract draft using data from a Salesforce Quote record.

Automatically attach a CPQ-generated quote document (PDF or Word) to a primary contract document for e-signature.

Questions to Consider

Question	Consideration
What fields from the Salesforce Quote Lines view do you need to display in the generated document?	When rendering the quote data into the document, Contract Lifecycle Management uses the fields shown in the Quote Lines view in Salesforce. Contract Lifecycle Management supports these data types: Boolean Currency Double Integer Number String
Are you going to display the quote as a dynamically generated table or attach it as a separate document for e-signature?	If you need to conditionally suppress some rows while showing others, you will have to use CPQ templates, which support a variety of use cases. In this case, you would first generate the quote in CPQ, store it as a Quote file, then attach it to the ticket as a file attachment.

Recommendations

Before you begin the integration steps in Salesforce, create and configure a workflow in Contract Lifecycle Management.

Requirements

Install and configure the CPQ managed package in your Salesforce environment.

Install the

Evisort Contract Intelligence for Salesforce

package and configure it with the appropriate permissions.

To use the Quote Document integration, set the output format for the quote document to PDF or DOCX. The merge process doesn’t append other file types.

Limitations

You can only add 1 quote table to a single template document.

The table construct doesn’t support nested tables.

Contract Lifecycle Management can’t use a CPQ template. You must generate the quote document in CPQ and attach it as a file.

When a quote is longer than 1 page, the table header row only displays on the first page.

Connections and Touchpoints

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.