Salesforce CPQ is packed with powerful features, but not all of them get the spotlight they deserve. One such hidden gem is the ability to assign custom labels to groupings within your quote templates—without ever changing the template itself. This subtle feature can make your documentation clearer, better tailored to your organization’s needs, and even support more advanced customizations. Let’s dive into how it works and why you might want to leverage it.
By default, when grouping products in a Salesforce CPQ quote template—such as using the Product Family name—the displayed label is simply the field value itself. While this can suffice in many cases, there are times when you need more descriptive or client-friendly headings without overhauling your entire template structure.
To apply custom group labels, you can use a specific label field that CPQ recognizes. Here’s how you can set this up:
Product Family Name Label).Marketing Platform License to Marketing Platform License - Custom Label, Creativity Suite License to Creativity Suite License - Custom Label, and so on.[FieldName]Label (no extra underscores or spaces).Once set up, generate a quote document preview. Your custom group labels will appear in the headings, even though the underlying grouping criteria remain unchanged. This enables you to:
The utility of this feature extends even further. Salesforce documentation mentions that default line groupings are sorted based on the addition order to the quote. By leveraging custom label fields, you gain another lever to enhance grouping, sorting, and overall presentation. Furthermore, label fields support advanced sorting options and fine-tuned template control, even if Salesforce’s help docs offer only limited coverage on this topic.
This approach recently proved invaluable for a client needing hyper-specific template adjustments. With custom label fields, we achieved the desired outcome efficiently—no major template overhauls required.
While Salesforce CPQ documentation may not make a big deal of this feature, it’s a simple tweak that can have an outsized impact on both your workflow and the documents your customers see.
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