Salesforce cpq external configurator Generate Quote Document API Creates and saves a CPQ quote document. Logik. Nov 14, 2024 · CPQ Configuration API Use the Salesforce CPQ Configuration API to configure and price product bundles. General Information. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. When a sales rep adds or configures that product in the quote line editor, Salesforce CPQ launches the external configurator. Feb 4, 2022 · CPQ external configurator won't load in QLE with Enhanced Domains enabled Revenue / Salesforce CPQ. Configuration Type and Configuration Event Sample JSON of initial configuration data recieved from Salesforce CPQ. Any action that closes the external configurator, such as clicking cancel or save, redirects to the page that launched the external configurator. In the External Configurator URL field, enter the URL for your external configurator. Click o From Setup, enter Installed Packages, and then select Installed Packages. Edit: Salesforce CPQ uses the bundle’s default layout and bypasses the configuration page when you add a product. Attempting to set min/max options with the external configurator can result in errors. 0, so Salesforce CPQ Summer '21 uses Salesforce API version 51. Select fewer filters to broaden your search. Feb 4, 2022. Jan 2, 2024 · IntroductionAn external configurator, in the context of Salesforce CPQ (Configure, Price, Quote), is a tool or application that extends the capabilities of Salesforce CPQ by allowing organizations to manage complex product configurations and pricing scenarios seamlessly. We can't load the page. Last Updated. Check the spelling of your keywords. Solution Deployed. Please click Refresh. This addition significantly enhances the efficiency and effectiveness of the quote-to-cash process. Legacy Quote Calculator Plugin. . Optional: On the Additional Settings page, you can also select the Third Party Configurator field. Then, enable external configuration on any product that you want sales reps to use within that configurator. We do not have an external system for storing the products, we use CPQ product data. Example Your top-level product in a bundle is a customizable laptop, where the first level of options lets you select the brand of hard drive for the laptop. Available in: Salesforce CPQ Winter ’16 and later Sep 3, 2024 · When a Nested Bundle product in Salesforce CPQ has the field SBQQ__ExternallyConfigurable__c set as True, clicking the configuration wrench in the quote line editor launches the CPQ Configurator rather than the External Configurator. Product Selector LWC interface is free! Create a custom action in the configurator that links to an internal or external URL. External Configurator Parameters Salesforce CPQ passes configuration information to your custom configurator in JSON format. Configure Salesforce CPQ to Use the External Configurator. It then displays the configuration data Min/Max options aren’t supported with the external configurator. While creating the mock-up for CPQ we encountered three issues that have a negative impact on our decision to proceed with the Enable sales reps to create quotes that incorporate your product's unique attributes, bundle configuration, and other information. You can choose whether functional and advertising cookies apply. Here are some search tips. ObjectifOur objective is External Configurator URL: Salesforce CPQ opens this URL when a sales rep configures a product marked as externally configurable. Salesforce CPQ gives admins the option to choose when and how bundles are configured throughout the sales process. Duplicate dynamic options are supported. ServiceRouter is a global Apex class serving as a single entry point for all API calls. It then displays the configuration data Nov 14, 2024 · For example, Salesforce Summer '21 uses Salesforce API version 52. io: Salesforce CPQ External Configurator . Service Router SBQQ. Use more general search terms. CPQ features to Configure Price Quote in Salesforce Sales Cloud include product configurator, guided upsell, contracted pricing, volume pricing, bundles, subscription billing & renewals, automated addons & more. Create two sets of features on each hard drive brand so you can set the brand’s memory size and warranty after a user selects it in the laptop bundle. Define an external configurator in Salesforce CPQ package settings. json. Modify the and return the information to Salesforce CPQ. External Configurator Example This example shows how to initialize the easyXML library and create Send and Cancel buttons. Salesforce CPQ passes configuration information to your custom configurator in JSON format. Find the products to configure with the external configurator. Sample JSON of configuration data recieved from Salesforce CPQ after reconfiguring a bundle product. We use three kinds of cookies on our websites: required, functional, and advertising. That is, you can add the same option to a bundle multiple times. 0. CPQ Contract API Use CPQ Contract API to amend and renew CPQ quotes. A CPQ external configurator replaces the CPQ product configurator for the specified products, while still allowing you to use other Salesforce CPQ features such as price calculations and product rules. Refresh Salesforce CPQ Plugins / External Configurator Plugins / Set Up an External Configurator to Launch from a Custom Action Note: This release is in preview. Example Product Setup: Bundle Product A (SBQQ__ExternallyConfigurable__c = True OR False) How to Implement a Custom Configurator in Salesforce CPQ - wolff1029/external-configurator Event and Visualforce page for a demo external configurator in Use External Data to Verify Caller Identity in Manufacturing Cloud Translate Custom Field Labels for Global Users in Manufacturing Cloud Use Setup Assistant to Get Up and Running with Identity Verification Configure Salesforce CPQ to Use the External Configurator. You can also choose how bundles appear and behave in the Quote Line Editor, and what happens when you select more than one bundle to configure at a time. When active, Salesforce CPQ launches the external configurator so it takes up your entire screen. configSampleReconfigure. Created. Multiple Bundles View Jun 25, 2019 · While Salesforce CPQ has an awesome Configurator, sometimes a use case comes along that requires a custom app, component, or even external software required We want to implement the External Configurator for CPQ to improve filtering functionality and how products are displayed. Product Configuration Initializer for Guided Selling. Required Editions Available in: Salesforce CPQ Spring ’14 and later Configure Salesforce CPQ to Use the External Configurator. ; Find the Salesforce CPQ package and click Configure. 3 If you need to reference entities or fields Salesforce API version that's newer than what you're using in Salesforce CPQ, use the JSforce When active, Salesforce CPQ launches the external configurator so it takes up your entire screen. ; Navigate between the setting area tabs to change your settings. Hide Features with Hidden Options: When a product with Option Selection Method Click has a feature with only hidden options, remove the warning No visible options in feature (X). Min/Max options are directed to the Salesforce CPQ configurator. By providing an easy-to-manage, flexible, centralized solution for managing how products can and should be sold, businesses can accelerate their GTM agility, reduce system administration costs, and increase selling effectiveness across channels. This feature is available as of Salesforce Enable sales reps to create quotes that incorporate your product's unique attributes, bundle configuration, and other information. Feb 6 Add: Salesforce CPQ shows Configure Products only when you add a bundle product to a quote. You can’t reconfigure the bundle from its quote line. sbkxgzuq wndjwm whfts bfriuc ixssu ssuwl zbbxu ozfl emkn faduq yub jun urimu vxjk vvuk