Configure Steelbrick CPQ Package-Level Settings

by Community Manager on ‎08-12-2015 12:35 PM - edited on ‎09-16-2016 11:05 AM by Community Manager

This walkthrough explains customization options for Steelbrick CPQ package-level settings within your organization.

 

ADMINISTRATION

Navigate to: Setup | Develop | Installed Packages | Configure SteelBrick CPQ in order to manage all package-level settings for your organization.  Configuration Settings are organized into the following tabs:

 

CPQSettings.png

 

DOCUMENTS TAB

Use these settings to configure package-level behavior with regard to document output.  

 

DocSettings.png

 

Field Name

Description

Document Folder Choose the folder where quote documents will be placed once generated.
Attachment Target

Choose a Target Object: 

  • Document Only: Quote document will only be available in the chosen Salesforce Documents Folder.
  • Quote: Quote document will be saved in the chosen Documents Folder as well as in Notes and Attachment to the Quote.
  • Opportunity: Quote document will be saved in the chosen Documents Folder as well as in Notes and Attachments to the Opportunity.
Post to Feed? Select if you would also like to post the document to the Chatter feed associated with the Quote or Opportunity Attachment Target.  If you delete the quote document, the Chatter feed will show that the document is no longer available.  
Allow Output in Different Languages Select to allow sales reps to generate a quote document in one of your supported languages.  This will add a Locale picklist to the Generate Documents Page.  Note:  You must have translated values stored in the language they select.  2015-12-18.png
Document Service Endpoint Specifies the endpoint of a Document Web Service used in DocuSign and EchoSign integrations.  Do not change unless instructed by SteelBrick Support.  
Full Page Preview  Select to preview the quote document in a full window instead of an iFrame.  
Hide Document Name  Select to hide the name of the generated quote document(s). Example: you want to prevent users from changing the default file name.
Mass Document User Name See Batch Document Generation for Renewal Quotes for more information.  
Request Authentication See Batch Document Generation for Renewal Quotes for more information.  

 

GROUPS TAB

Use these settings to configure package-level behavior for line editor groups. 

 

CPQGroups.png

 

Field Name

Description

Solution Groups Enabled

Select to enable Solution Groups.  Solution Groups allow users to group a set of quote line items together that can be subtotaled separately. If your organization has a well-defined standard set of quote item groupings, setting up a master list of solution groups for these sets is a great time saver.

 

See Solution Groups for more information.  

Caution: If you enable Solution Groups, users will not be able to create their own ad-hoc groups manually on the quote.  

 

Object Name

This option is only available when Solution Groups are enabled.  

 

Choose the Object to use as the basis of your Solution Group. Solution Groups is selected by default, but you can choose from any SteelBrick CPQ object.  

Name Field

This option is only available when Solution Groups are enabled.  

 

Choose the Name that you want to use for the Solution Group.  You can choose from any SteelBrick CPQ field that is associated with the Object you've chosen.   

Description Field

This option is only available when Solution Groups are enabled.  

 

Choose the Description field that you want to use for the Solution Group.  You can choose from any SteelBrick CPQ field that is associated with the Object you've chosen. 

Require Group Name Select to require users to enter a group name on the Edit Lines page.

 

Field Name

Description

Hide Renewal Assets When Editing

Select this option to hide renewal assets on the Edit Lines page for renewal quotes. Use this setting to only display maintenance that is being renewed. Example: for users who might not need to also see licenses.

Visualize Product Hierarchy

Select this option to indent the Product Names by level for the components of a product bundle, including nested bundles. This will create some visual differentiation between parents and components for the user.  

 

Note: Users must have the Product Name field within the line editor field set, otherwise components will not be indented.

Preserve Bundle Structure

Select to maintain bundle hierarchy on renewal quotes.   See Preserve Bundle Structure on Renewal Quotes for more information.

Keep Bundle Together Select to include components when using drag-and-drop to move a bundle within the Line Editor.
Actions Column Placement

Choose where to place all Line Item Actions:

  • Left: Choose to display all actions in the left-most column of the Line Editor.  This is typically considered a best practice for usability.  
  • Right: Choose to display all actions in the right-most column of the Line Editor. This is best for organizations where actions like Clone, Reconfigure, and Favorites are not often used.  
Enable Multi-Line Delete Choose to give users the ability to delete multiple lines at one time.  

Enabling this setting will create checkboxes next to each line eligible for deletion, a Select All checkbox and a Line Editor button called Delete Lines.  DeleteLines.png 

Product Configuration Initializer Enter the name of a custom Visualforce page that will be invoked on every configurable product to initialize the options.  
Enable Asset Upgrades Select to enable asset upgrades by adding the Upgrade Assets button to the Line Editor.

Use these settings to configure the package-level behavior of pricing and calculations.  

 

CPQPricing.png

 

 

Field Name

Description

Currency Symbol

Enter the default currency symbol for the org.  

Unit Price Scale

Enter the number of decimal places SteelBrick CPQ should round up to when calculating unit prices.  

Enable Quick Calculate

Select to improve performance on quote calculations that meet all the following conditions:

  • Price rules are NOT used
  • Rollup Summary Fields are not displayed in the Line Editor
  • Line-level formula fields that depend on parent relationships are not displayed.

 

Use Legacy Calculator Select to use the legacy quote calculator.  This is set by default for customers who are upgrading from versions that are pre-24.x.  
Use Inactive Prices

Select to enable users to include inactive products in quotes that are not visible in Salesforce. By default, the application only includes active products in product lookup results and options for bundles.

Calculate Immediately

Disables the real-time calculations on the Edit Lines page, performing all calculations on Save. See Disabling Real-Time Calculations for more information.

Disable Background Calculation Refresh Select checkbox to disable the auto refresh of standard object pages upon the completion of its background quote calculation triggered during a save. Auto refresh is always disabled in the Lightning UI or SalesForce1.
Run Calculator in Background When using the legacy calculator, run calculations in a separate thread.
Allow Non-Consecutive Custom Segments Select checkbox to allow non-consecutive custom segments for custom price dimensions. If this checkbox is unchecked, the start date of each segment must be the day after the previous segment's end date.

 

SUBSCRIPTIONS AND RENEWALS TAB

Use these settings to configure the package-level behavior of Subscriptions and Renewal quotes. 

 

CPQSubs.png

 

 

Field Name

Description

Disable Add Subscriptions

Select to disable the Add Subscriptions button the Edit Lines page of a renewal quote. Users will not be able to display any subscriptions for the contracts on the account.

Subscription Term Unit

Choose from Month or Day as the default length used for subscriptions. 

Include Net-New Products in Maintenance

When checked, net-new products added to a Renewal or Amendment will be included when calculating the price of any Percent of Total Subscriptions being renewed or amended. For additional information, review Percent of Total Renewals.

Allow Renewal Quotes Without Assets Select to treat all non-Subscription lines on Renewal Quotes as renewed Products. This option essentially disables add-ons on Renewal Quotes, since all non-subscription lines will have their prices reduced to zero.
Subscription Prorate Precision

Choose default prorate precision for subscriptions: 

  • Month: Calculates subscriptions in full months. 
  • Day: Calculates subscriptions in days.  
  • Month + Day: Calculates subscriptions in full months and then prorates additional days based on a fraction of the remaining month.  
Contract in Foreground

Select to create contracts in the foreground rather than a background process.  Running in the foreground increases the risk of a CPU timeout during processing.  

 

QUOTE TAB

Use these settings to configure the package-level behavior of the Quote object. 

 

CPQQuote.png

 

Field Name

Description

Disable Initial Quote Sync

Select to prevent default behavior of adding standalone product line items on an opportunity as quote line items to initial quote created from that opportunity.

Disable Quote Contact Defaulting

Select to prevent default behavior of adding the primary contact role on the opportunity as the quote contact.

Allow Option Deletion

Select to allow product options used on prior quotes to be deleted.

Disable Quote Address Defaulting

Select to disable default behavior of storing the addresses for the account on the quote.

Primary Quote Keeps Opportunity Products

Select to keep opportunity products created by a primary quote after that quote loses primary status.

Default Quote Validity (Days)

Set the default number of days before quotes should expire. This is editable on individual quotes.

 

PLUGINS TAB

Use these settings to store Plugins.  

 

CPQPlugin.png

 

 

Field Name

Description

Page Security Plugin

Specify implementation of PageSecurityPlugin interface to override field security in custom pages.

 

Billling Plugin

Specify an Apex class-implementing BillingPlugin interface.    

Legacy Quote Calculator Plugin

Specify an Apex Class for further customizng quote calculations.  This class must implement the Quote Calculator plugin. Note: In order for the Legacy Quote Calculator Plug-in to calculate properly, any fields it references that aren't included in the Line Editor field set must be added to an additional field set called ReferencedFields.

Quote Calculator Plugin Name of the custom script object that contains the JavaScript Quote Calculator plugin.  
Electronic Signature Plugin

Specify the name of Apex class-implementing ElectronicSignaturePlug-in interface.

Product Search Plugin

Specify the name of Apex class that supplies customization of Search functionality in Product lookup. This class must implement SBQQ.ProductSearchPlugin interface.

Document Store Plugin Specify the name of the Apex class that integrates to your preferred Document Management provider. For more information on integrating to SpringCM, click here.  

 

ADDITIONAL SETTINGS TAB 

Use these settings to configure additional package-level behavior and run any Post-Install Scripts.  

 

CPQAdd.png

 

 

Field Name

Description

Triggers Disabled

Select this option to temporarily disable all triggers for a data migration or other processes that you do not want to execute all SteelBrick CPQ triggers. Remember to re-enable triggers after this process so that the application can perform as expected.

 

Quantity Scale

Enter the number of decimal places SteelBrick CPQ should round up to when calculating quantities.  This can be over-ridden at the product-level.      

Product Description Field

Choose a field from the Product Object to use as the Product Description. Product Description is the default selection.  This needs to be set if you want to use Rich-Text Product Descriptions.  

Sort Products in Memory

Select to improve performance in the product lookup by sorting products in memory. This is helpful for orgs that have large price books.  

 

When enabled, Products will not appear until the filter is used.

Product Results Group Field Name

Choose a field from the Product Object that will be used to group product search results.  

Close Search Filter by Default

Select this option if you'd like to have the Filter panels in Product Lookup and Configuration closed by default.  

Renewal Model

Choose a renewal model for your org: 

  • Asset-Based: Renewals will be based off of an account's Asset(s).  
  • Contract Based: Renewals will be based off of Subscription(s) created from a quote.  This is the default renewal method for all customers. 

You can override this package-level setting by choosing the Renewal Method on individual Accounts.  

Post Install Script Click Execute to execute theSteelBrick migration scripts that normally run during installation and upgrade of the package.  

Caution: This is only necessary if scripts failed during configuration.  

Comments
by Community Manager
on ‎02-18-2016 09:55 AM

"Specify an Apex Class implementing BillingPlugin interface" is ambiguously worded. Is that supposed to mean:

  • Specify an Apex Class, which will implement the BillingPlugin interface
  • Specify an Apex Class-implementing BillingPlugin interface [IE, clarifying that the BillingPlugin interface uses Apex Classes

I'm assuming it's the latter?

by Community Manager
on ‎02-18-2016 09:57 AM

Should the C in Apex Class be capitalized?

by Community Manager
on ‎06-13-2016 09:30 AM

Changed explanation of Disable Initial Quote Sync from "Select to prevent default behavior of adding all product line items on an opportunity as quote line items to any quotes created from that opportunity" to "Select to prevent default behavior of adding standalone product line items on an opportunity as quote line items to initial quote created from that opportunity."

by nitingharat
on ‎11-29-2016 04:08 AM

On executing script under Additional Setting tab of package configuration, we are getting "Attempt to de-reference a null object" error. Also, following mail is triggered:

The Salesforce CPQ package installed correctly but the post-install script failed. Please review the error messages, make the necessary adjustments and go to our Configuration/Additional Settings tab. Click Execute to run, or retry, the post-install process to finish your installation.

Org: Global Payments [00D2C0000000vzdUAA]

To: 26.0

Aggregate query has too many rows for direct assignment, use FOR loop
External entry point (SBQQ)

 

Can someone help us on this. Thanks in advance.

by axella
2 weeks ago

Is this article going to be updated? I notice that there are new configuration items that are not listed in this article like "Exclude Hidden Lines in Group Totals"