---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# ServiceNow CPQ admin settings

# ServiceNow CPQ admin settings {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
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## Summary of ServiceNow CPQ Admin Settings

ServiceNow CPQ admin settings control how the CPQ application integrates and interacts with your broader ServiceNow environment and external systems like Salesforce.
Administrators can configure these settings via the ServiceNow CPQ Admin screen under the Utilities section, specifically within the Settings tab.
These settings enable customization of the admin interface, product matching, data synchronization, and save behaviors to optimize performance and integration.
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## Key Features

* **Admin Version:** Allows administrators to choose between the new Admin UI and the Legacy UI. The new UI offers enhanced navigation and theming for easier access and identification of different admin areas, recommended especially when both Configuration Manager and ServiceNow Quote Experience are in use.
* **Product Id Field:** Defines which Salesforce product field is used to match products in product rules. Options include Product Code, Partner Id, or External Id. For smoother environment migrations, using Product Code or External Id is advised since Partner Id values differ between Salesforce orgs.
* **Roll Up Partner Data:** When enabled, aggregates pricing for all items with the same partner ID into a single unique line in the easyXDM payload, simplifying data representation.
* **BOM Types to Include in Save Request:** Lets you specify which Bill of Materials (BOM) types to include in API requests when saving configurations, with default options such as Sales and Manufacturing plus support for custom types.
* **Push BOM and Configuration Data to Salesforce:** Options to create Salesforce records for BOM data (LGK ConfigurationLineItemc object) and configuration data (LGK ConfigurationFieldDatac object) upon saving configurations, ensuring data synchronization between ServiceNow CPQ and Salesforce.
* **Save Configurations Asynchronously:** Controls whether the system waits for configurations to fully save before closing the session. Enabling this setting generally improves workflow speed, though disabling it ensures data integrity during high concurrency.
* **Refresh Token and API Sync User:** The configured username is used by ServiceNow CPQ for syncing configuration and pricing data with Salesforce every thirty minutes. Resetting this user can resolve synchronization issues.

## Practical Implications for ServiceNow Customers

By properly configuring these settings, customers can tailor the administration experience, optimize integration with Salesforce, and control how configuration data is saved and synchronized. Selecting the appropriate Admin UI improves usability, while choosing the correct Product Id field enhances consistency across environments. Aggregating partner data reduces payload complexity, and defining BOM types ensures relevant data is transmitted during saves. Asynchronous saving can speed up configuration workflows, but may require adjustment based on volume. Monitoring and resetting the API sync user helps maintain reliable data synchronization.  
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.

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.
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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
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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](https://www.youtube.com/watch?v=arAYgupt9eU)

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.
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