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

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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. Quote process without Salesforce CPQ

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=

9. CPQ process

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

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. 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
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