Overview of customizing the native quote management application
The native quote management application within Salesforce.com can be customized based on your business requirements. You can customize the UI components of the native application, as well as the Sterling™ Field Sales backend components.
You can make changes in the way information is displayed in the native application, which is an AngularJS based widget. For example, you can change the UI look-and-feel, create new widgets, override existing layouts, customize existing widgets, and so on. The native application uses the AngularJS framework for UI widget construction and request management between different widgets. Customizations can be performed by selectively overriding layouts and widgets.
Customizing UI components of the native quote management application
- Layouts — You can add new layouts or override existing layouts.
- Widgets — You can create new widgets or override existing widgets as per your business requirements.
- Modals — You can create new modals or override existing modals.
- Themes — Bootstrap CSS and image files pertaining to the native application UI's look and feel
are organized in a directory hierarchy. The CSS files pertaining to a theme are used in construction
of pages. You can create custom bootstrap styling for the UI widgets.
The default bootstrap CSS file, fieldsales.bootstrap.less, is present in the CPQ_UI\FieldSales_UI\web\styles directory.
Customizing backend components for the Sterling Field Sales application
For more information about customizing the Sterling Field Sales backend components, such as extending the database, making changes to the APIs and web services, extending transactions, extending master data upload, or customizing the search index, refer to the Developing customizations for Sterling Configure, Price, Quote documentation.