Configurator Settings

ConfiguratorSettings__mdt is the singleton custom-metadata record (the Default record) that holds Pinion’s org-wide behavior. You edit it through the Pinion Admin UI, which reads and writes it via ConfiguratorSettingsService / ConfiguratorAdminController. This page covers the mode, grouping, tuning, and theme fields; the Kill Switches and Lifecycle Defaults live on the same record and have their own pages.

Target object — Opportunity vs Quote mode

Pinion is object-agnostic: it writes line items to either OpportunityLineItem or QuoteLineItem, decided by one field.

FieldMeaning
TargetObject__cThe line object the configurator writes to. Blank/OpportunityLineItem → Opportunity mode; QuoteLineItem → Quote mode.
ParentGroupingField__cThe field used to group / segment lines in the Product Display and Product Manager surfaces.

Performance & tuning knobs

These bound the engine’s work. The defaults are safe; change them only to address a specific limit or latency issue.

FieldDefaultWhat it does
MaxBundleNestingDepth__cunlimited (0 / null / negative)Caps how deep bundles may nest; enforced at save in BundleService.
MaxRuleCascadeIterations__c50Caps rule-cascade loops (a rule whose output re-triggers another rule).
RuleEvaluationDebounceMs__c0 (no debounce)Client-side debounce window for live rule evaluation as the rep types.
DiscountTierCacheEnabled__coffMemoizes discount-tier lookups in the client pricing engine.
MultiCadenceEnabled__coffEnables multi-cadence MDQ pricing behavior (Pinion+ MDQ cadences).

Appearance

FieldDefaultWhat it does
DefaultTheme__cblank → SystemThe org-wide UI theme for Pinion surfaces. Blank/System follows the platform’s light/dark preference; set Light or Dark to force one.

You set this in the Appearance section of the configurator admin UI (it’s persisted separately from the other settings on save). Pinion has no brand-color or logo configuration — theming is limited to the light / dark / system choice.