This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
06 SEP 2017
Created initial document.
This guide outlines the information you need to know about functionality in this release.
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It allows sales reps to access CPQ Cloud seamlessly from either the new Salesforce Lightning Experience or the Salesforce Classic UI. It allows for Single Sign-On (SSO) and secure communication between your Salesforce environment and your CPQ Cloud site without middleware.
In Lightning mode, it replaces the standard CPQ Transaction UI with a new Lightning UI built on the Lightning framework that looks and acts like a native Salesforce app without the platform limitations that come with Force.com. It is the most advanced and powerful Lightning enabled CPQ solution on the market today.
The Winter 18 Release of Oracle Adapter requires Oracle CPQ Cloud 2017 R2.
Lightning quotes become more intuitive for users and support more CPQ Cloud features with these new UI components and enhancements.
- File Attachments in Lightning
- HTML Attributes in Lightning
- Rich-Text Attributes in Lightning
- Approvals in Lightning
- Price Score in Lightning
- Error Messages in Line Item Grid
- Show/Hide Reconfigure and Delete Actions in Line Item Grid
- Show/Hide Line Item Grid Cells
File Attachment attributes are commonly used in CPQ Cloud to hold data sheets, images, and related content that will be merged into a document and the proposals and contracts which are ultimately generated by the Document Designer or Doc Engine.
The Winter 18 release adds read-only support for the File Attachment attribute type in the Lightning UI. Lightning users can see links to attachments with the document name and then open those files from both the Transaction document and Transaction Line subdocument (when they are included in the page layout).
HTML attributes allow administrators to display heavily formatted information on the Quote layout. This gives sales reps a way to quickly review and consume information about the customer, a Quote Summary or Order Details in a glance. These attributes can also include images and links to external content providing additional guidance or education for your users.
The Winter 18 release adds read-only support for HTML attribute types in the Lightning UI. Lightning users will see the HTML formatted text on both the Transaction document and Transaction Line subdocument when they are included in the page layout.
Rich-Text attributes can contain text may be an informal greeting to the customer that’s included on a proposal or step-by-step instructions for the sales rep provided by the administrator. This formatted copy is a simple way to contextual information about a quote that’s easy to consume.
The Winter 18 release adds read-only support for Rich-Text attribute types in the Lightning UI. Lightning users will see this formatted rich text on both the Transaction document and Transaction Line subdocument when they are included in the page layout.
An efficient approvals process is critical to both the velocity of deals and the maximization of profits. Approvals in CPQ Cloud helps keep deals moving by allowing for quick communication between both requesters and approvers. Additionally, Approvals help to provide a clear indication of where and with whom a request sits in a given process. This process also protects margins by ensuring visibility into and accountability for discounting and preventing late-cycle modifications to already reviewed quotes.
In the Lightning UI for CPQ, the sales user can now:
- Submit quotes for approval and immediately see the Reason(s) why a given quote needs a review.
- Provide a Comment before submitting that deal for review to help the approver understand the reason for the request.
- Revise an already submitted quote in the event a mistake occurred at any time.
Similarly, once an Approver is notified of a pending approval, he or she can:
- Open the Transaction in the Lightning UI and view the My Approval(s) attribute.
- Provide a Comment to send back to the sales rep upon the Approve or Reject action for the request.
Once a quote is in an approval process, both the sales rep and approver can monitor the status of a quote approval by viewing the Approval Status and Approval History attributes if they are on the page layout.
This Approvals process supports simple approvals as well as, multiple serial or parallel approvers.
Sales users and approvers need to know how profitable the current pricing is in order to guide their decisions to increase, decrease, or remove the discount. Since most administrators choose not to reveal direct cost or margin information to their sales reps, a smart Price Score metric can be used to provide this guidance.
The Price Score metric may display on the Transaction document, the Transaction Line subdocument, and within the Line Item Grid itself. The style of these metrics will match the Lightning UI.
Error messages are one of the most crucial elements of the guided selling experience. They ensure that the data entered is accurate, preventing companies from the liability of the costs associated with invalid orders and incorrect pricing.
With the Winter 18 release, cell-specific error messages can now appear in the Line Item Grid when a user either selects an incorrect option or triggers a constrained attribute value.
Not all rows in the Line Item Grid are created equal; they contain different types of items such as Models, Mandatory Line Items, and Recommended Line Items which behave differently from each other. In this new Winter 18 release, the Lightning UI can show or hide Reconfigure and Delete actions based on the type of item in that row.
Customers often want to show or hide individual cells in the Line Item Grid. Some attributes are relevant for Models but they are not relevant for Line Items and sometimes certain Product Families will have attributes that are special. In other scenarios, the criteria for a Hiding Rule may be true for one Line Item but not for another, resulting in some hidden and some visible cells.
Cell-level hiding allows the Lightning UI to remove cells and their data from the display. Administrators can hide fields by changing the settings on the Mapping Tab in Transaction Line Attributes or by defining a Hiding Rule that will hide Transaction Line Attributes.
Salesforce users can better manage their CPQ Cloud quotes in both Lightning and Classic UIs with the following new features:
- Clone Quotes
- Move Quotes
No one likes repeated data entry, and for that reason, Cloning Quotes is a great productivity feature for sales reps. It allows them to take a quote that they previously created and duplicate it with a single click. The duplicated quote can be used to make a revision to the first quote for a customer or as a starting point for a new quote, each reducing the amount of data entry the user needs to perform. When combined with the Move Quote feature, this new feature also allows a sales rep to take a favorite or common quote and reuse it on a new account or opportunity which is a huge time saver.
Whether you are using the new Lightning UI or still using the Classic UI, users will now see a new Clone button available at the Oracle Quotes related list. By selecting the new Clone button, a duplicated quote will be created in both Salesforce and CPQ Cloud. The user is then navigated directly to this new quote record.
Quoting processes are often fluid. For instance, a sales reps may want to create a new Account or a new Opportunity and move an existing quote from an old record into the new one. Also, one might have cloned a quote from another account and want to reuse it on a different account. In either case, moving a quote is now faster and simpler than having to recreate it from scratch.
Both Lightning UI and Classic UI users will see a checkbox next to their Oracle Quotes along with a new Move button allowing a user to select a quote and attach it to a new record. Once the sales rep clicks Move, the user is prompted to choose a new parent record. This new feature is especially powerful because quotes can now be moved from a Lead to an Opportunity or from an Account to a Case (or anywhere else a quote can live).
Setting up the Oracle Adapter for Salesforce Lightning (or Oracle Adapter) just got a little easier for installers and partners.
Administrators no longer need to preinstall the Salesforce Lightning Design System when they initially install the packages. The Oracle Adapter now leverages the static Lightning resources that are already provided in every customer’s Salesforce organization today.
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