ServiceNow CPQ admin settings

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of ServiceNow CPQ Admin Settings

    ServiceNow CPQ admin settings allow administrators to control how the CPQ application integrates and interacts with the broader ServiceNow environment and connected Salesforce data. These settings are accessed via the ServiceNow CPQ Admin screen under the Utilities section, providing configuration options that impact UI appearance, product matching, data synchronization, and performance.

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    Key Features

    • Admin Version: Choose between the new Admin UI with improved navigation and theming or the Legacy UI. This setting is user-specific and helps administrators efficiently manage CPQ configurations.
    • Product Id Field: Defines the Salesforce product identifier used in product rules. Options include Product Code, Partner Id, or External Id. For easier migration across environments, Product Code or External Id is recommended.
    • Roll Up Partner Data: When enabled, aggregates pricing for items sharing the same partner ID in easyXDM payloads, ensuring each line is unique rather than individual.
    • BOM Types to Include in Save Request: Select which Bill of Materials (BOM) types (default are Sales and Manufacturing) are included in API save requests to customize configuration data transfer.
    • Push BOM and Config Data to Salesforce Objects: Enable creation of Salesforce LGK ConfigurationLineItemc and LGK ConfigurationFieldDatac records when saving configurations, facilitating data synchronization between ServiceNow CPQ and Salesforce.
    • Save Configurations Asynchronously: Controls whether saving configuration waits to complete before closing the session. Enabling this speeds workflows but disabling it ensures data integrity during high-volume edits.
    • Refresh Token Username: Specifies the ServiceNow CPQ user account for API syncing of configuration and product data. Resetting this username can resolve synchronization issues with Salesforce objects refreshed every 30 minutes.

    Benefits for ServiceNow Customers

    By configuring these admin settings, ServiceNow CPQ customers can optimize their quoting processes, ensure consistent product data mapping, and maintain efficient synchronization with Salesforce. The ability to customize UI themes, control data push to Salesforce, and manage save operations asynchronously allows administrators to tailor the CPQ experience to their organization’s workflow requirements and technical environment. These settings help improve performance, data accuracy, and administrative usability in managing complex product configurations.

    Explore the admin settings in ServiceNow CPQ.

    Several settings in ServiceNow CPQ control how ServiceNow CPQ interacts with the rest of your application. To get to the Settings page in ServiceNow CPQ, navigate to the ServiceNow CPQ Admin screen, select the arrow to expand the Utilities section, and then select the Settings tab near the bottom of the menu.

    Admin settings user interface

    1. Admin Version: Determines which UI theme is used for the Admin interface. The setting is maintained at the user level; each administrator can select their preference. If your ServiceNow CPQ environment contains both Configuration Manager and ServiceNow Quote Experience, we highly recommend you use the new Admin UI.
      • The new Admin UI introduces top-level navigation and color theming that helps administrators easily identify and access different administration areas.
      • The Legacy setting retains the administration platform UI used since the application’s inception.
    2. Product Id Field: Determines the field that ServiceNow CPQ uses to match products when using product rules. Select one of the following:
      • Product Code: Corresponds to the Product2.ProductCode field in Salesforce
      • Partner Id: Corresponds to the Product2.Id field in Salesforce
        Note:
        the value of this field will change between environments, such as a Salesforce sandbox org and a production org. For ease of migration across environments, consider using either Product Code or External Id.
      • External Id: Corresponds to the Product2.ExternalId field in Salesforce
    3. Roll Up Partner Data: When enabled, this option combines and averages the price for all items with the same partner ID when responding with easyXDM. This makes each line unique in the payload instead of representing the information individually.
    4. BOM Types to Include in Save Request: Choose BOM types to include in API request when saving the configuration. Select from the menu or type to enter custom BOM types. The default options are Sales and Manufacturing.

      The following video explains how to include multiple BOM types in API requests: Multi BOM Enhancements

    5. Push BOM Data to ServiceNow CPQ Salesforce Object: When enabled, ServiceNow CPQ creates records in Salesforce of the LGK ConfigurationLineItem_c object containing the BOM data when saving a configuration.
    6. Push Config Data to ServiceNow CPQ Salesforce Object: When enabled, ServiceNow CPQ creates records in Salesforce of the LGK ConfigurationFieldData_c object that contains the config data when saving a configuration.
    7. Save Configurations Asynchronously: When disabled, ServiceNow CPQ waits until the configuration is saved in the database before closing the session. When enabled, ServiceNow CPQ starts the save process and immediately closes the session. In most cases, enabling this setting leads to faster workflows, but if a high volume of configurations is being edited simultaneously, disabling this setting ensures that all configurations are saved when returning.
    8. Refresh Token Username: This is the user name that ServiceNow CPQ uses for API syncing of configuration line data, configuration data, and to populate the caches for Product2, pricebook, and pricebook entries.

      Salesforce objects are synchronized every thirty minutes. If you have an issue synchronizing product, pricebook, or pricebook entries, reset the user name and wait thirty minutes to see whether the issue has been resolved.