Migrating CPQ to Advanced Calculator and JSQCP
3 likes2,977 views
The document discusses a webinar focused on migrating Salesforce CPQ to the advanced calculator and implementing JSQCP, highlighting key functionalities such as product and price rules, the difference between legacy and advanced calculators, and migration considerations. It covers technical aspects for developers, including changes required for formula references and the use of javascript for complex calculations. Additionally, the webinar emphasizes the importance of user engagement, questions, and feedback from attendees.
![Promises
var promises = [];
promises.push(
conn.sobject("opportunity")
.select("*")
.where({ Id: quoteModel.opportunityid})
.execute(
function(err, records){
if (err) {
return Promise.reject (
new Error('Error querying dataâ)
);
}
return records;
Promise.resolve();
}
)
);](https://image.slidesharecdn.com/final-girikoncpqwebinarppt-20190121-190125165727/85/Migrating-CPQ-to-Advanced-Calculator-and-JSQCP-18-320.jpg)
![Calling multiple promises at once
Promise. All(promises).then((data) => {
console.log(data[0]);
console.log(data[1]);
});](https://image.slidesharecdn.com/final-girikoncpqwebinarppt-20190121-190125165727/85/Migrating-CPQ-to-Advanced-Calculator-and-JSQCP-20-320.jpg)
Migrating CPQ to Advanced Calculator and JSQCP
- 1. Migrating CPQ to Advanced Calculator and JSQCP January 25, 2019 | 11:00 a.m. IST Satya Sekhar Developer Evangelist, Salesforce Awanish Shukla Lead Architect, Girikon Solutions Sonika Tomar Salesforce Consultant, Girikon Solutions
- 2. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include â but are not limited to â risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 3. Go Social! Salesforce Developers Salesforce Developers Salesforce Developers The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded! @salesforcedevs
- 4. Have Questions? âą Donât wait until the end to ask your question! âą Technical support will answer questions starting now. âą Respect Q&A etiquette âą Please donât repeat questions. The support team is working their way down the queue. âą Stick around for live Q&A at the end âą Speakers will tackle more questions at the end, time-allowing âą Head to Developer Forums âą More questions? Visit developer.salesforce.com/forums
- 5. Agenda ĂŒ Introduction to Salesforce CPQ ĂŒ What is quote application? ĂŒ Product and Price Rules ĂŒ CPQ calculators ĂŒ Migration to advance calculator ĂŒ Quote calculator and page security plugin ĂŒ Demo
- 6. Quote process without Salesforce CPQ
- 7. How Salesforce CPQ helps? ĂŒ Increase quotation speed to win more sales ĂŒ Eliminate errors while create quote ĂŒ Do not need to remember anything(inventory) while creating the quote ĂŒ Auto generated document
- 8. What is CPQ? Salesforce CPQ is a software by Salesforce for companies to provide accurate pricing with any given product configuration scenario. Add Product Calculate Price + Quantity + Discount Generate Quote CPQ=
- 9. CPQ process
- 10. Product Rule Ensures right product / package selected by Sales rep. Types of product rules: ĂŒ Validation Rules ĂŒ Selection Rules ĂŒ Filter Rules ĂŒ Alert Rules
- 11. Price Rule ĂŒ Price rules automatically do calculation and update quote line fields ĂŒ Price rules updates a field on quote or quote line with a static value, field value, or summary variable. ĂŒ Price rules are activated during quote creation by clicking Save or Calculate
- 12. CPQ Calculators Legacy Calculator: â Runs calculation in Apex â âWorkflow Rulesâ and âProcess Buildersâ to update Quote Line fields on Quote line creation with the Legacy Calculator Advance Calculator: â Runs in JavaScript & calls Heroku application to run the calculation â Quote-line data exists in memory â Fast calculations
- 13. Migration to advance calculator ĂŒ Price rules consideration (https://help.salesforce.com/articleView?id=cpq_price_rule_considerations.htm&type=5) ĂŒ Create the following picklist values for "Calculator Evaluation Event" on the Price Rule object (For older versions) On Initialization, Before Calculate, On Calculate, After Calculate ĂŒ Create picklist value "Formula" on Price Condition object's "Filter Type" ĂŒ Look into the price rules and apply proper calculator evaluation event ĂŒ For more complex logic, we have an option to write JSQCP ĂŒ Move logic from workflow rules & process builders to price rules ĂŒ Review formula ĂŒ Review the profile settings https://help.salesforce.com/articleView?id=000270195&type=1&language=en_US Preparation
- 14. Migration: Formula Level Changes Supported: ĂŒ Formula references to the Quote object ĂŒ Relationship from the Quote object Non-Supported: ĂŒ Formulas like DISTANCE(),GEOLOCATION(),GETSESSIONID(), Global variables (variable beginning with $) ĂŒ Relationship from the Product object ĂŒ Third level reference field ( for example: quote>opportunity>contract.field__C) ĂŒ Standard fields on standard objects
- 15. Getting Started with JSQCP JavaScript quote calculator plugin(JSQCP): ĂŒ Moving complex logic to JSQCP ĂŒ Workflow & process builder field update logic to price rule or JSQCP ĂŒ Page security plugin
- 16. Things to know before starting with JSQCP ĂŒ JSFORCE ĂŒ Calculation sequence of advanced calculator ĂŒ Working with promises JSForce https://jsforce.github.io/start/ Calculation Sequence https://help.salesforce.com/articleView?id=cpq_quote_calc_process.htm&type=5 References
- 17. Javascript Quote Calculator Plugin (JSQCP) ĂŒ onInit ĂŒ onBeforeCalculate ĂŒ onBeforePriceRules ĂŒ onAfterPriceRules ĂŒ onAfterCalculate
- 18. Promises var promises = []; promises.push( conn.sobject("opportunity") .select("*") .where({ Id: quoteModel.opportunityid}) .execute( function(err, records){ if (err) { return Promise.reject ( new Error('Error querying dataâ) ); } return records; Promise.resolve(); } ) );
- 19. Adding more promises promises.push( conn.apex.post("/api", body, function(err, res) { if (err) { console.error(err); return Promise.reject(err); } return res; Promise.resolve(); }) );
- 20. Calling multiple promises at once Promise. All(promises).then((data) => { console.log(data[0]); console.log(data[1]); });
- 21. Page Security Plugin export function isFieldEditable(fieldName, line){ if(fieldName == SBQQ__AdditionalDiscount__c) { return false; } return null; }
- 22. Demo Requirement 1: If product quantity >50 then apply 50 % discount Requirement 2: Page security plugin implementation Requirement 3: Flat 10% discount for new customer
- 23. Q & A Try Trailhead: trailhead.salesforce.com Join the conversation: @salesforcedevs Join Trailblazer Community Group: bit.ly/webinarinapac
- 24. Survey Your feedback is crucial to the success of our webinar programs. Please fill out the survey at the end of the webinar. Thank you!