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.
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
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This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any
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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
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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
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3. Go Social!
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The video will be posted to YouTube & the
webinar recap page (same URL as registration).
This webinar is being recorded!
@salesforcedevs
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. 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
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. 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=
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. 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. 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. 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. 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. 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. 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. Javascript Quote Calculator Plugin (JSQCP)
ü onInit
ü onBeforeCalculate
ü onBeforePriceRules
ü onAfterPriceRules
ü onAfterCalculate