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Migrating CPQ to Advanced Calculator and JSQCP

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Migrate legacy Salesforce CPQ to Advanced Calculator with the help of JSQCP. With Advanced Calculator, you can boost the runtime of quote creation. Join this webinar to learn what is required for migration - we’ll also walk through JSQCP.

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Migrating CPQ to Advanced Calculator and JSQCP

  1. 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. 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 – but are not limited to – 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. 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. 4. Have Questions? • Don’t wait until the end to ask your question! • Technical support will answer questions starting now. • Respect Q&A etiquette • Please don’t repeat questions. The support team is working their way down the queue. • Stick around for live Q&A at the end • Speakers will tackle more questions at the end, time-allowing • Head to Developer Forums • More questions? Visit developer.salesforce.com/forums
  5. 5. Agenda ü Introduction to Salesforce CPQ ü What is quote application? ü Product and Price Rules ü CPQ calculators ü Migration to advance calculator ü Quote calculator and page security plugin ü Demo
  6. 6. Quote process without Salesforce CPQ
  7. 7. How Salesforce CPQ helps? ü Increase quotation speed to win more sales ü Eliminate errors while create quote ü Do not need to remember anything(inventory) while creating the quote ü Auto generated document
  8. 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. 9. CPQ process
  10. 10. Product Rule Ensures right product / package selected by Sales rep. Types of product rules: ü Validation Rules ü Selection Rules ü Filter Rules ü Alert Rules
  11. 11. Price Rule ü Price rules automatically do calculation and update quote line fields ü Price rules updates a field on quote or quote line with a static value, field value, or summary variable. ü Price rules are activated during quote creation by clicking Save or Calculate
  12. 12. CPQ Calculators Legacy Calculator: ✓ Runs calculation in Apex ✓ ‘Workflow Rules’ and ‘Process Builders’ to update Quote Line fields on Quote line creation with the Legacy Calculator Advance Calculator: ✓ Runs in JavaScript & calls Heroku application to run the calculation ✓ Quote-line data exists in memory ✓ Fast calculations
  13. 13. Migration to advance calculator ü Price rules consideration (https://help.salesforce.com/articleView?id=cpq_price_rule_considerations.htm&type=5) ü 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 ü Create picklist value "Formula" on Price Condition object's "Filter Type" ü Look into the price rules and apply proper calculator evaluation event ü For more complex logic, we have an option to write JSQCP ü Move logic from workflow rules & process builders to price rules ü Review formula ü Review the profile settings https://help.salesforce.com/articleView?id=000270195&type=1&language=en_US Preparation
  14. 14. Migration: Formula Level Changes Supported: ü Formula references to the Quote object ü Relationship from the Quote object Non-Supported: ü Formulas like DISTANCE(),GEOLOCATION(),GETSESSIONID(), Global variables (variable beginning with $) ü Relationship from the Product object ü Third level reference field ( for example: quote>opportunity>contract.field__C) ü Standard fields on standard objects
  15. 15. Getting Started with JSQCP JavaScript quote calculator plugin(JSQCP): ü Moving complex logic to JSQCP ü Workflow & process builder field update logic to price rule or JSQCP ü Page security plugin
  16. 16. Things to know before starting with JSQCP ü JSFORCE ü Calculation sequence of advanced calculator ü 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. 17. Javascript Quote Calculator Plugin (JSQCP) ü onInit ü onBeforeCalculate ü onBeforePriceRules ü onAfterPriceRules ü onAfterCalculate
  18. 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 data’) ); } return records; Promise.resolve(); } ) );
  19. 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. 20. Calling multiple promises at once Promise. All(promises).then((data) => { console.log(data[0]); console.log(data[1]); });
  21. 21. Page Security Plugin export function isFieldEditable(fieldName, line){ if(fieldName == SBQQ__AdditionalDiscount__c) { return false; } return null; }
  22. 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. 23. Q & A Try Trailhead: trailhead.salesforce.com Join the conversation: @salesforcedevs Join Trailblazer Community Group: bit.ly/webinarinapac
  24. 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!

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