ServiceNow CPQ admin settings

  • Release version: Zurich
  • Updated November 4, 2025
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of ServiceNow CPQ Admin Settings

    The ServiceNow CPQ Admin settings provide key configurations that influence how the application interacts with other parts of your system. Access these settings from the ServiceNow CPQ Admin screen by navigating to the Utilities section and selecting the Settings tab.

    Show full answer Show less

    Key Features

    • Admin Version: This setting allows each administrator to choose their preferred UI theme. The new Admin UI offers enhanced navigation and visual clarity, recommended for environments using both Configuration Manager and Transaction Manager.
    • Product Id Field: This setting determines how products are matched using product rules, with options including Product Code, Partner Id, and External Id. It is advisable to use Product Code or External Id for easier migration across environments.
    • Roll Up Partner Data: When enabled, this feature averages prices for items with the same partner ID, resulting in unique payload lines.
    • BOM Types to Include in Save Request: You can select which BOM types to include in API requests when saving configurations, with default options of Sales and Manufacturing.
    • Push BOM Data to Logik Salesforce Object: This setting creates records in Salesforce for BOM data when saving configurations.
    • Push Config Data to Logik Salesforce Object: This allows the creation of records for configuration data in Salesforce upon saving.
    • Save Configurations Asynchronously: Enabling this option allows faster workflows by starting the save process and closing the session immediately. Disabling ensures all configurations are saved before closing.
    • Refresh Token Username: This is the user name used for API syncing of configuration data, with synchronization occurring every thirty minutes. Resetting the username may resolve sync issues.

    Key Outcomes

    By configuring these settings, ServiceNow customers can enhance the efficiency of their CPQ processes, ensure accurate data synchronization with Salesforce, and optimize the overall user experience for administrators. Adjusting these parameters allows for tailored functionality that aligns with specific business needs and workflows.

    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, click the arrow to expand the Utilities section, and then click 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 Transaction Manager, 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 Logik 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 Logik 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.