Oracle Express CPQ for Salesforce.com. What s New in Summer 15

Transcription

1 Oracle Express CPQ for Salesforce.com What s New in Summer 15 8 June 2015

2 TABLE OF CONTENTS OVERVIEW... 3 Give Us Feedback... 3 POST-UPGRADE REQUIREMENTS... 3 PRE-UPGRADE TESTING... 4 RELEASE FEATURE SUMMARY... 5 BASIC... 6 BigMachines Express Setup Page... 6 CONFIGURATION... 7 Blueprint Groups... 7 PRICING Custom Pricing Input QUOTING A4 Paper Size Multi-language Proposal Output Custom Headings for Provided Sections Template Groups Enhanced Rich-Text Editor Rich-Text Footer REVISION HISTORY

3 OVERVIEW This document provides a detailed overview of the new and improved functionality of the Summer 15 update for Oracle Express CPQ for Salesforce.com, formerly BigMachines Express. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. Note: To manually upgrade your sandbox or production environment, follow the instructions in the online help article called How to Upgrade Express CPQ. This update will be pushed to all customer production environments in the coming months. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback to Express CPQ. POST-UPGRADE REQUIREMENTS IMPORTANT READ ME: This update introduces new components such as custom fields, buttons, classes and pages. Immediately following the upgrade, Express CPQ customers must update their profiles and/or permission sets to include the appropriate access to these new components if they do any of the following: use the Quoting module, grant access to CPQ pages and features using profiles, or grant access to CPQ pages and features using custom permission sets. Failure to do so may result in Insufficient Privileges errors for administrators and users who are unable to quote. This process is simple and should require no more than 30 minutes. Documentation and stepby-step instructions are available in the following My Oracle Support (MOS) article: How to Update Permission Sets after Upgrade (Doc ID ) Additionally, you should refer to the following MOS article for a detailed list of these new components and their required access and security settings: Components and Metadata and their required permissions (Doc ID ) NOTE: Customers who grant user and administrator access using the included BigMachines Express permission sets can skip these steps. These included permission sets are automatically updated during upgrade. It is always recommended that administrators use the included permission sets when possible.. 3

4 PRE-UPGRADE TESTING REMINDER: As a standard practice all administrators should test all upgrades in a full-data sandbox prior to the planned update to your production environment. A full-data sandbox is required to confirm that the new packages are tested under load with production scale data. This provides the highest degree of confidence. Customers with access to full-data sandboxes should: 1. Create or refresh a full-data sandbox from your production environment. 2. Request a sandbox upgrade from My Oracle Support (see below). 3. Manually upgrade to the newest release into the sandbox environment. 4. Update security settings for new components and metadata. 5. Create a series of test quotes with configurations and proposals. These test quotes should: 6. follow the most common use cases. 7. follow the most complex use cases. 8. test all of the CPQ features you have adopted. 9. be performed while logged in as a sales user. 10. be validated against pre-upgrade sample quotes. Steps for Requesting a Sandbox Upgrade 1. Log into the BigMachines Express Support Center and create a Service Request (SR) by clicking the Service Requests tab. 2. Click the Create Service Request button from the Service Requests section or tab, and fill in this information: 3. Problem Description Service Type: Oracle BigMachines Express CPQ Cloud Service for Salesforce.com Problem Type: Any Problem Summary: Sandbox Upgrade Description: Requesting package passwords for sandbox upgrade testing. Severity: 4 - No loss of service 4. Confirm that your contact information and method is correct. 5. Skip the Additional Details section. 6. Confirm and Submit. NOTE: If you do not have a full data sandbox (or even if you do), you can enroll in our complimentary Automated User Acceptance Testing (UAT) program instead. Please contact Customer Support for details.. 4

5 RELEASE FEATURE SUMMARY Some new features are automatically visible to users after an update and some require action from a company administrator to enable. In this release, several new features must be enabled by the administrator. The table below offers a brief summary of the new Summer 15 features and a quick reference for the actions required to enable them. Action Required to Enable Feature Features Automatically Available to Users Automatically Available to Admins Administrator Set Up Required Basic BigMachines Express Setup Page This page has been updated to include quick links to resources for administrators. Configuration Blueprint Groups This feature allows an administrator to create blueprint groups to organize and control access to configurators for their sales users. Pricing Custom Pricing Input This feature allows organizations to use currency fields other than List Price as the input to their Pricing Rules. Quoting A4 Paper Size Administrators can now create proposal templates that print to A4 sized paper. Multi-language Proposal Output Administrators can now translate proposal templates into languages other than English. Custom Headings for Provided Sections Administrators can now replace or translate the standard labels on provided sections. Template Groups This feature allows an administrator to create template groups to organize and control access to proposal templates for their sales users. Enhanced Rich-Text Editor This feature gives administrators greater control over the layout and format of the text used in provided and custom sections on proposal templates. Rich-Text Footer This new option allows footers to be formatted as rich text to improve the look and feel of proposal templates.. 5

6 BASIC The Basic package update is Version This package can be installed from the App Exchange at: BIGMACHINES EXPRESS SETUP PAGE The tab formerly labeled as BigMachines Express Basic (Setup) has been renamed BigMachines Express Setup and now contains quick links to support resources and installation guides. SAMPLE USE CASES This updated setup page can help administrators by providing shortcuts to: Basic, Configuration, Pricing, Quoting and Renewals listings in the AppExchange. Step-by-step instructions for both installing and upgrading BigMachines Express. My Oracle Support (MOS) website and hotline. BigMachines Express Support Center and Release Notes archive. SETUP This new feature does not require any configuration.. 6

7 TIPS AND CONSIDERATIONS Access to the Support Center, Release Notes, instructions and other support articles requires an Oracle SSO account associated with a registered and approved Support Identifier. Please contact My Oracle Support if you need assistance. CONFIGURATION The Configuration package update is Version 3.21 This package can be installed from the AppExchange at: This update provides a new feature allowing the set up and configuration of blueprint groups. BLUEPRINT GROUPS A new Blueprint Groups administration tab is now part of Configuration. With this new feature, administrators can create groups of blueprints that contain some or all active blueprints, each with a unique sort order. By grouping and sorting blueprints, administrators can simplify the selection of blueprints for users to increase adoption, prevent errors, and reduce clicks. Once a blueprint group is defined, administrators can use workflow to dynamically set the active group on a given quote, based on almost any set of conditions or criteria. Once the active group is set, the sales user may choose from the blueprints that are part of that group.. 7

8 Optionally, administrators can set a dynamic error message using workflow that appears to the sales rep if no blueprints are available. This error message communicates to the user why no blueprints are available and provides instructions on how to resolve the issue. SAMPLE USE CASES Create empty groups that prevent users from creating configurations until certain entry criteria are met (e.g., approval status or opportunity stage). Only allow special configurators when quoting to certain account types or industries. Restrict access to advanced configurators by making a blueprint group for sales engineers, sales ops users, or managers. Create blueprint groups for different regions, product lines, or sales channels. Set specific blueprints based on the deal type (e.g., new business, add-on, or renewal). Sort blueprints so that the most popular or default configurator is at the top of the picklist. SETUP - USE CASE 1 Setting up blueprint groups is a multi-step process. Of the many use cases that this feature enables, we cover two below. In Use Case 1, users should see different lists of Blueprints at different times. For example, you can create a picklist called Region with picklist values of North America, Central America, and Europe. Then you can assign blueprints that are only eligible in those regions to those three groups. As a result, if a quote is assigned to the region Central America, only the configurations in that group will be available to the user. First you must create the fields that control the blueprint groups and then define those groups. 1. Navigate to Setup > Customize > Quotes > Fields. 2. From the Quote Custom Fields & Relationships section, click the New button. The New Custom Field screen appears. 3. Create a new picklist field and set the picklist values. These picklist values define the blueprint groups. The picklist value chosen on the Quote sets the active group. For this use case, the picklist field label is Region and has three picklist values: North America, Central America, and Europe. a. Once created, the picklist field will appear on the Blueprint Groups page as an available Blueprint Group Field (see Part 2). 4. (Optional) Create a new text field on the Quote that will be used to provide a customized error message if an empty group with no blueprint is set. a. Once created, the text field will appear on the Blueprint Groups page as an available Error Message Field (see Part 2). Now that you have created the custom fields on the Quote object, you can designate them on the Blueprint Groups administration page. Then you can add the corresponding blueprints to the groups. 1. Navigate to the Blueprint Groups tab.. 8

9 2. Select the picklist field created in Part 1 from the Blueprint Group Field. 3. Once you select the Region field, its picklist values will appear in the Blueprint Groups menu as available groups. 4. Select the text field you created in Part 1 from the Error Message Field picklist.. 9

10 Note: If no error message is selected, a default error message is used which states that there are no available templates. 5. From the Blueprint Group picklist, make a selection. This picklist displays the values created for the Blueprint Group field (see Part 1). 6. From the Available Blueprints box, select the blueprints you wish to add to the group. Only these blueprints will be available to the user when the group is set on the Quote. 7. Click the Add button. 8. Click Quick Save. 9. You can repeat Steps 4 through 7 for each blueprint group you wish to configure. Once the fields have been assigned and blueprints have been added to their corresponding groups, you may want to automatically set the active group on Quotes. This can be done by setting the value of the Blueprint Group Field using Salesforce Workflow. SETUP - USE CASE 2 In this use case, blueprints are sorted by relevance, not alphabetically (which is the default). First you must create the fields that control the blueprint groups and define these groups. 1. Navigate to Setup > Customize > Quotes > Fields. 2. From the Quote Custom Fields & Relationships section, click the New button. The New Custom Field screen appears.. 10

11 3. Create a new picklist field and set the picklist values. These picklist values define the blueprint groups. The picklist value chosen on the Quote sets the active group. For this use case, you will only have one group and it will be set as the default. a. Once created, the picklist field will appear on the Blueprint Groups page as an available Blueprint Group Field (see Part 2). Now that you have created the custom field on the Quote object, you can designate it on the Blueprint Groups administration page. Then you can add all the blueprints to the group and sort them. 1. Navigate to the Blueprint Groups tab. 2. Select the picklist field created in Part 1 from the Blueprint Group Field picklist. 3. Select the default picklist value (Blueprint Group menu) defined in Part From the Available Blueprints box, select all the blueprints.. 11

12 5. Click the Add button. 6. Sort the blueprints in the order you want them displayed using the Up and Down buttons. The order in which they appear in the list is the order in which they will be presented to the user. 7. Click Quick Save. Note: For help with additional use cases, please log an SR through My Oracle Support. TIPS AND CONSIDERATIONS By default, the Blueprint Group and Error Message fields are set to None. This means that users will be able to select from all blueprints just as before the update. You can only save one blueprint group at a time. If you deselect the currently saved Blueprint Group field and click Quick Save, your previously saved group settings will no longer be selected. KEY RESOURCES For help creating picklists or text fields, refer to Salesforce documentation called Edit Fields. For help creating a workflow, refer to Salesforce documentation called Creating Workflow Rules.. 12

13 PRICING The Pricing update is Version This package can be installed from the AppExchange at: This update gives you the ability to change the currency input to Pricing Rules. Note: The navigation menu no longer uses a Go button to activate a selection. Instead, the navigation selection is triggered immediately upon selection. CUSTOM PRICING INPUT You can customize the input to your existing Pricing Rules by selecting a new currency field from the Pricing Administration tab. In the section called Configure Pricing Input, a Pricing Input picklist appears. This picklist presents all currency fields on the Quote Line Item object that are not reserved as part of BigMachines Express managed packages.. 13

14 SAMPLE USE CASES This feature allows organizations to use currency fields other than List Price as the input to their Pricing Rules. Organizations may want to: Apply a volume discount or account specific discount to the configured price of a product. Apply a custom pricing rule to a product s annual recurring revenue or total contract value. SETUP This feature may be configured by an administrator by first creating the custom currency field on the Quote Line Item and then selecting it from the Pricing Rules administration page. 1. Navigate to Pricing Rules tab > Pricing Administration. 2. From the Configure Pricing Input section, select a new Quote Line Item currency field as the new Pricing Input in the corresponding picklist. 3. Click Quick Save to finish. Discounts are now applied to the selected field instead of the List Price.. 14

15 TIPS AND CONSIDERATIONS By default, Pricing Rules use List Price but you can change this to use a custom Quote line Item currency field instead. You can use the configured price as the input by creating a new currency field on the Quote Line Item and mapping the configured price to that field using Line Item Fields. When the Pricing Input source field is null or empty, List Price is automatically used. Additionally, Maintenance and Optional Maintenance rules that were linked to the List Price will now use the new Pricing Input field value from the parent product. Associated Product rules always reference List Price. KEY RESOURCES Refer to Salesforce online documentation called Adding Fields for help with creating new fields. QUOTING The Quoting update is Version This package can be installed from the AppExchange: New Quoting features include: A new paper size option to including A4 and US Letter. The ability to generate proposals in multiple languages is now supported. Editable section labels for provided sections. The ability to set up proposal template groups. An enhanced rich-text editor for provided and custom sections. An option to use rich-text footers on proposal templates. READ ME FOR ALL QUOTING MODULE UPDATES! For all customers who use Quoting, after an upgrade you must update your permission sets to include the new metadata. Failure to do so will result in errors. Refer to the My Oracle Support (MOS) article for these new components called Components and Metadata and their required permissions. A4 PAPER SIZE Upon installation of the new Quoting package, all proposal templates will have a new Paper Size option on the Layout tab. This setting allows administrators to create templates that render and print properly to A4 paper sizes.. 15

16 SAMPLE USE CASES Organizations with business in regions that do not use the North American standard letter paper sizes (8.5 x11 ), can now print proposals to A4 paper sizes (210 x 297 mm). SETUP To use this feature: 1. Navigate to the Proposal Templates tab. 2. Select the Proposal Template to edit. 3. From the Layout tab, select the Paper Size picklist to choose a default paper size for this template (Letter or A4).. 16

17 4. Click Quick Save. KEY RESOURCES Refer to the MOS article called How To Update Permission Sets After Upgrade. Refer to the MOS article called Components and Metadata and their required permissions. MULTI-LANGUAGE PROPOSAL OUTPUT Organizations expanding their business into non-english speaking markets can now generate proposals in multiple languages. Administrators can assign a language to each proposal template using a new Language setting on the Layout tab. By designating a language for each template, proposals will display pre-translated labels for standard Salesforce objects and fields and Administrators can supply their own translated labels to custom fields, static text, headings and rich-text.. 17

18 Translated text for proposal templates is supplied in several different ways. Labels for standard Salesforce fields and objects are pre-defined and included automatically. Labels for custom fields and objects are supplied by a translating administrator using the Translation Workbench. Custom labels for static text on a template are supplied using custom labels provided in this release. Standard section headings can now be overridden with custom section headings for each template. See Custom Headings for Provided Sections for more details. Rich-text used in Template sections, Provided sections and Custom sections can be translated and inserted into each template. SAMPLE USE CASES Sales reps working non-english speaking territories can select a template that has been translated into other languages. SETUP By default, all templates print in English unless configured otherwise by an administrator. There are several parts needed to appropriately configure the multi-language proposal output feature. Enable the Translation Workbench Add Languages to the Translation Workbench Manually Translate Custom Fields Manually Translate Custom Labels Assign the Language to the Template Manually Translate Custom Sections Labels. 18

19 ENABLE THE TRANSLATION WORKBENCH In order to work with Salesforce.com s Translation Workbench it must first be enabled through the following steps. 1. Navigate to Setup > Translation Workbench. 2. Click Enable. Once the feature is enabled, the following Translation Workbench screen appears. ADD LANGUAGES TO THE TRANSLATION WORKBENCH Once you enable the Translation Workbench, you can select additional languages for the proposal template generator and assign translators for each language. 1. Click the Add button. 2. From the Select Language picklist, select the language.. 19

20 3. Add the user name from the Available List to the Selected List for any user who may provide translations to this language. Refer to the Salesforce online document called Setting up the translation workbench for more detailed information on the Translation Workbench. MANUALLY TRANSLATE CUSTOM FIELDS. 20

21 Custom fields on the Quote and Quote Line Item object can be translated using the Translation Workbench. The features of this tool are detailed in the online help file called Entering Translated Terms. 1. Navigate to Setup > Translation Workbench > Translate. The Translate page appears. 2. Begin by selecting the language you wish to translate to. 3. Then select the Setup Component. 4. Choose the Object (e.g., Quote or Quote Line Item). 5. Select an Aspect (e.g., Field Label). 6. Double click into the Field Label Translation box for the item you wish to translate. 7. Enter the translated text. 8. Repeat for every field label you wish to translate. 9. Click Save. Note: You can continue to translate in this way for every aspect or repeat these steps for another object.. 21

22 MANUALLY TRANSLATE CUSTOM LABELS Most fields (e.g., Total, Date) already have a standard translation assigned to the chosen language. However, static text labels like those found in the footer (e.g., Page X of Y) will need to be manually translated by an administrator to match the new language. The following steps demonstrate how to modify an example static label (like the word Page in the footer). Note: A user must be added to the list of translators, as shown here, to provide any translations in the following steps. 1. Navigate to Setup > Create > Custom Labels. 2. Select the Footer Page custom label. The Footer_Page screen appears. 3. Click the New Local Translations/Overrides button. The New Translation screen appears.. 22

23 4. Select the language for this new translation from the Language picklist. This picklist is driven by the languages which are enabled in the Translation Workbench (refer to Multi-language Proposal Output). 5. Enter the new text in the Translation Text box. 6. Click Save. 7. Repeat Steps 2 through 6 for every custom label.. 23

24 Local Translations/Overrides is a new section that appears in the Custom Label page. This section displays all translations applied to this label. ASSIGN THE LANGUAGE TO THE TEMPLATE If you have already enabled the translation workbench and added languages to it, you can now assign a language to a specific proposal template. 1. Navigate to the Proposal Templates tab. 2. Select the Proposal Template to edit. 3. From the Layout tab of the Proposal Templates screen, select the Language picklist to assign a language to this template. Note: In order for a translation to work, you must have already enabled it in the translation workbench as demonstrated here. MANUALLY TRANSLATE CUSTOM SECTIONS LABELS By default, the boilerplate section labels that come with Quoting like General Information or Line Items will need to be manually translated to match the language of the proposal. 1. Navigate to the Proposal Templates tab. 2. Select the Proposal Template to edit. 3. From the proposal template, click the Provided Section tab. 4. Enter the translation text into the Section Label text box for the labels you want to change.. 24

25 5. Click Quick Save. For the sales user, no additional actions are required apart from selecting the correct template from the Template picklist when creating a new Proposal. TIPS AND CONSIDERATIONS More information about the translation of Section Labels is provided in the Section called Custom Headings for Provided Sections. KEY RESOURCES Please refer to the Salesforce online document called Setting up the translation workbench for more information on the Translation Workbench. Refer to the MOS article called How To Update Permission Sets After Upgrade. Refer to the MOS article called Components and Metadata and their required permissions.. 25

26 CUSTOM HEADINGS FOR PROVIDED SECTIONS Administrators can override the standard section labels for Provided Sections including General Information, Quote Totals, Line Items, Terms and Conditions and Quote Acceptance Information. This allows translated or custom section headings to be printed on proposals. SAMPLE USE CASES Administrators may want to: Replace the standard section headings with translated headings for non-english templates. Provide industry-specific section labels for line items (e.g., products, licenses, bill of materials). Replace the quote acceptance information heading with a call to action (e.g., sign below, sign and return). SETUP Section Label text entry fields are located on the Provided Section tab, Custom Sections tab (if available), and the Related Lists tab. 1. Navigate to the Proposal Templates tab. 2. Select the Proposal Template to edit. 3. Select the Provided Sections tab.. 26

27 4. For every provided section in the tab (i.e., General Information, Line items, Quote Totals, Terms and Conditions, Product Terms, and Quote Acceptance Information), you can enter text into the corresponding Section Label text box. For example, you can change the General Information label to display Summary instead. 5. Click Quick Save. 6. Repeat Step 3 for the Related Lists tab as shown in the following screen shot. 7. Click Quick Save.. 27

28 KEY RESOURCES Refer to the MOS article called How To Update Permission Sets After Upgrade. Refer to the MOS article called Components and Metadata and their required permissions. TEMPLATE GROUPS A new Template Groups administration tab is now part of Quoting. With this new feature, administrators can create groups of templates that contain some or all active templates, each with a unique sort order. By grouping and sorting templates, administrators can simplify the selection of templates for users to increase adoption, prevent errors, and reduce clicks. Once a template group is defined, administrators can use workflow to dynamically set the active group on a given quote, based on almost any set of conditions or criteria. Once the active group is set, the sales user may choose from the templates that are part of that group. Optionally, administrators can set a dynamic error message using workflow that appears to the sales rep if no templates are available. This error message communicates to the user why no templates are available and provides instructions on how to resolve the issue.. 28

29 SAMPLE USE CASES Create empty groups that prevent users from creating templates until certain entry criteria are met (e.g., approval status or opportunity stage). Only allow special templates when quoting to certain account types or industries. Restrict access to advanced templates by making a template group for sales engineers, sales ops users, or managers. Create template groups for different regions, product lines, or sales channels. Set specific templates based on the deal type (e.g., new business, add-on, or renewal). Sort templates so that the most popular or default template is at the top of the picklist. SETUP - USE CASE 1 Setting up template groups is a multi-step process. Of the many use cases that this feature enables, we cover two below. In Use Case 1, users should see different lists of templates at different times. For example, you can create a picklist called Region with picklist values of North America, Central America, and Europe. Then you can assign templates that are only eligible in those regions to those three groups. As a result, if a quote is assigned to the region Central America, only the templates in that group will be available to the user. First you must create the fields that control the template groups and then define those groups. 1. Navigate to Setup > Customize > Quotes > Fields. 2. From the Quote Custom Fields & Relationships section, click the New button. The New Custom Field screen appears. 3. Create a new picklist field and set the picklist values. These picklist values define the template groups. The picklist value chosen on the Quote sets the active group. For this use case, the picklist field label is Region and has three picklist values: North America, Central America, and Europe. a. Once created, the picklist field will appear on the Template Groups page as an available Template Group Field (see Part 2). 4. (Optional) Create a new text field on the Quote that will be used to provide a customized error message when no template is available for the user to choose from. a. Once created, the text field will appear on the Template Groups page as an available Error Message Field (see Part 2).. 29

30 Now that you have created the custom fields on the Quote object, you can designate them on the Template Groups administration page. Then you can add their corresponding templates to the groups. 1. Navigate to Template Groups tab. 2. Select the picklist field created in Part 1 from the Template Group Field picklist. 3. Once you select the Region field, its picklist values will appear in the Template Groups menu. 4. Select the text field you created in Part 1 from the Error Message Field picklist.. 30

31 Note: If no error message is selected, a default error message is used which states that there are no available templates. 5. From the Template Group picklist, make a selection. This picklist displays the values created for the Template Group field (see Part 1). 6. From the Available Templates box, select the templates you wish to add to the group. Only these templates will be available to the user when the group is set on the Quote. 7. Click the Add button. 8. Click Quick Save. 9. You can repeat Steps 4 through 7 for each Template Group you wish to configure. Once the fields have been assigned and templates have been added to their corresponding groups, you may want to automatically set the active group on Quotes. This can be done by setting the value of the Template Group Field using Salesforce Workflow.. 31

32 SETUP - USE CASE 2 In this use case, templates are sorted by relevance, not alphabetically (which is the default). First you must create the fields that control the template groups and define these groups. 1. Navigate to Setup > Customize > Quotes > Fields. 2. From the Quote Custom Fields & Relationships section, click the New button. The New Custom Field screen appears. 3. Create a new picklist field and set the picklist values. These picklist values define the template groups. The picklist value chosen on the Quote sets the active group. For this use case, you will only have one group and it will be set as the default. a. Once created, the picklist field will appear on the Template Groups page as an available Template Group Field (see Part 2). Now that you have created the custom field on the Quote object, you can designate it on the Template Groups administration page. Then you can add all the templates to the group and sort them. 1. Navigate to the Template Groups tab. 2. Select the picklist field created in Part 1 from the Template Group Field picklist. 3. Select the default picklist value (Template Group menu) defined in Part From the Available Templates box, select all the templates.. 32

33 5. Click the Add button. 6. Sort the templates in the order you want them displayed using the Up and Down buttons. The order in which they appear in the list is the order in which they will be presented to the user. 7. Click Quick Save. Note: For help with additional use cases, please log an SR through My Oracle Support. TIPS AND CONSIDERATIONS By default, the Template Group and Error Message fields are set to None. This means that users will be able to select from all templates just as before the update. You can only save one template group at a time. If you deselect the currently saved Template Group Field and click Quick Save, your previously saved group settings will no longer be selected. KEY RESOURCES For help creating picklists or text fields, refer to Salesforce documentation called Edit Fields. For help creating a workflow, refer to Salesforce documentation called Creating Workflow Rules.. 33

34 ENHANCED RICH-TEXT EDITOR Administrators can now work with a full-featured rich text editor when editing sections in a proposal template. This enhanced rich-text editor makes it easier for administrators to create formatted dynamic text using images, tables, and font styles in proposal documents. The enhanced rich-text editor is available in the following section types: Template Sections - Cover Page, Header & Footer Provided Sections - Terms and Conditions Custom Sections - Admin Only SAMPLE USE CASES Layout text on a template using tables with borders and cell alignment. Include hyperlinks and formatted font using styles, sizes, colors, superscript, subscript and symbols. Insert and align images and wrap text around them. Copy and paste text from Word or other rich-text editors. SETUP No configuration is required.. 34

35 TIPS AND CONSIDERATIONS The enhanced rich-text editor is not available in the sales user-facing proposal template. The enhanced rich-text editor is powered by a third-party vendor called CKEditor and is supplied as-is. Express CPQ will make every attempt to test and document CKEditor functionality, but there may be limitations or issues outside of our control. Always test thoroughly in multiple browsers and all versions of Word used in your organization. Some known issues are detailed here: o Image Functionality: When you add an image using the CKEditor button, HSpace, VSpace, and Border fields are displayed. These have been deprecated and might not work with modern browsers. Additionally, CKEditor s Left or Right image alignment does not work in Word o Link Functionality: It is also important to note that when you use the Link feature, you can create and insert an hyperlink. This feature does not work consistently with merge fields. You can set the address to a merge field successfully. However, if you insert a merge field into the Subject or Body field, it either won't show up at all (PDF) or the merge field will not be parsed (DOC).. 35

36 KEY RESOURCES Express CPQ will make every attempt to test and document CKEditor functionality. For comprehensive documentation on CKEditor, please refer to the CKEditor website at: Refer to the MOS article called How To Update Permission Sets After Upgrade. Refer to the MOS article called Components and Metadata and their required permissions. RICH-TEXT FOOTER The Proposal Template administration page provides an option to enable rich-text in the footer section.. 36

37 SAMPLE USE CASES If enabled, an administrator can now format a footer to contain rich text features using CKEditor-like linked images, font color, font style and size selection. SETUP 1. Navigate to the Proposal Templates tab. 2. Select the Proposal Template to edit. 3. Select the Cover Page & Header/Footer tab. 4. Scroll down to the Footer section and click the Rich Text Footer checkbox. 5. Add formatted rich text into the text box. For example, you can insert Page X of Y and make it blue and bold, as shown in the screen shot above and described in the following steps. 6. Type Page. 7. Click the Select Merge Field button and navigate to find the {!proposal.pagenumber} merge field.. 37

38 8. Copy the field and click paste into the footer. 9. Type of. 10. Click the Select Merge Field button and navigate to the {!proposal.pagetotal} merge field. 11. Copy the field and click paste into the footer. 12. Select all the text and click the Bold icon. 13. Click the Font color icon and choose a blue color option. 14. Click Quick Save. TIPS AND CONSIDERATIONS When editing a footer to contain content, be sure to set a value in the PDF Footer Height field. By default the value is 0 which causes any footer contents not to appear in a PDF when generated. KEY RESOURCES For detailed information on CKEditor (such as the user guide), visit the CKEditor web site at or click the Help? icon. Refer to the MOS article called How To Update Permission Sets After Upgrade. Refer to the MOS article called Components and Metadata and their required permissions.. 38

39 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date What s Changed Notes. 39

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