Oracle CPQ Cloud for Salesforce.com What's New in Summer 14 11 July 2014
TABLE OF CONTENTS TABLE OF CONTENTS... 2 OVERVIEW... 3 RELEASE FEATURE SUMMARY... 4 UPDATING PERMISSION SETS... 5 STEP BY STEP INSTRUCTIONS... 5 NEW METADATA... 11 CONFIGURATION... 11 PRICING... 11 QUOTING... 13 RENEWALS... 13 CONFIGURATION... 14 EASIER ADMINISTRATION... 14 INLINE QUANTITIES & DISCOUNTS... 16 BUNDLING ENHANCEMENTS... 18 PRICING... 19 CUSTOM PRICING RULES... 19 MASS CREATE PRICING RULES... 21 QUOTING... 24 CUSTOM COLORS... 24 RELATED LISTS... 25 ADDITIONAL INFORMATION... 27 BROWSER SUPPORT... 27 DISCLAIMER... 27 REVISION HISTORY... 27 2
OVERVIEW This guide outlines the information you need to know about new or improved functionality in the Summer 14 update for Oracle CPQ Cloud 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. IMPORTANT NOTE This update introduces new metadata including custom objects, custom fields, classes and pages. Immediately following the update administrators must update all custom permission sets for users and admins to include access to this new metadata. Failure to do so can restrict your users ability to quote. All Quoting customers, all Renewals customers and Configuration or Pricing customers using custom permission sets must follow the steps detailed under Updating Permission SetsUpdating Permission Sets beginning on page 5 in order to ensure users have uninterrupted access to BigMachines Express. 3
RELEASE FEATURE SUMMARY Some of the new Summer 14 features are automatically visible to users after the update and some require action from company administrator to enable. The table below offers a brief summary of the new Summer 14 features and a quick view of the actions required to enable them. Action Required to Enable Feature Features Automatically Available Administrator Action Required Configuration Easier Administration Enhancements which make creating and maintaining blueprints faster and easier Inline Quantities & Discounts Allows sales reps to adjust quantities and enter discounts while configuring products Bundling Enhancements Bundles can contain up to 25 features and are available on dynamic product rules Pricing Custom Pricing Rules Rules can be created which discount products when businessspecific criteria are met Mass Create Pricing Rules Create large numbers of custom pricing rules by copying and pasting a table from a spreadsheet into the browser Quoting Custom Colors Choose colors for a proposal template using a hex code Related Lists Print a table on the proposal which lists the records in any related list available on a quote 4
UPDATING PERMISSION SETS After updating BigMachines Express administrators must take the following steps to add the new metadata to any custom permission sets. This will enable access to all the necessary end user pages, setup pages and settings and prevent error messages for end users. These steps are required for both manual upgrades and automatic push upgrades. NOTE: These steps are not required for the permission sets packaged with the Basic, Configuration and Pricing modules. These permission sets will be automatically updated. Packaged permission sets are identified by having a namespace prefix of BMXB, QConfig or BMXP. STEP BY STEP INSTRUCTIONS These step-by-step instructions are general instructions and the images may not directly correlate to the permissions which need to be added with this update. For that detail please reference the New Metadata section below. STEP 1: Navigate in Salesforce to: Username > Setup > Manage Users > Permission Sets NOTE: Depending on your Salesforce UI settings the Setup link may be under the user name drop down menu or to the right of your username. STEP 2: Select a permission set to edit. This will need to be done for all custom permission sets. Each permission set is specific to one module. 5
STEP 3: On the Permission Set Overview page, you will need to edit the following settings: Object Settings, Apex Class Access and Visualforce Page Access. Select Object Settings. 6
STEP 4: Select the BigMachines Express Object that you need to grant access to. See the New Metadata section below for a complete list of objects which must be updated. 7
STEP 5: On each object you must update the Object Permissions and/or the Field Permissions. Click Edit. For new Objects assign the appropriate Object Permissions (CREDVM) and Field Permissions (Read, Edit) for each user type. For new Fields assign the appropriate Field Permissions (Read, Edit) for each user type, object permissions for existing objects do not need to be changed. See the New Metadata section below for specific detail on which permissions are required for each user type. Save the changes. Repeat Steps 4 and 5 for each new object and field. 8
STEP 6: Return to the Permission Set overview page (see Step 3). Select Apex Class Access. Click Edit. Select the Apex classes which belong to the module associated with this permission set. Enable the selected Apex classes by clicking Add and Save. In most cases, each permission set will contain all the Apex classes that begin with that module s namespace. See the New Metadata section below for specific detail on which Apex classes are new for each module. 9
STEP 7: Return to the Permission Set overview page (see Step 3). Select Visualforce Page Access. Click Edit. Select the Visualforce pages which belong to the module associated with this permission set. Enable the selected Visualforce pages by clicking Add and Save. See the New Metadata section below for specific detail on which Visualforce pages are new for each module and which user type should have them enabled. Return to Step 2 and repeat for each custom permission set. 10
NEW METADATA These tables outline the access and permissions required for each module, user type and component. CONFIGURATION The following metadata is new in the Summer 14 update of the Configuration module. FIELDS Object Field User Type Read Edit Product Rule Quantity Default Admin Quantity_Picklist Admin Quantity_Type Admin Quantity Default Sales User Quantity_Picklist Sales User Quantity_Type Sales User PRICING The following metadata is new in the Summer 14 update of the Pricing module. OBJECTS Object User Type CREDVM Pricing Rule Definition Admin CRED Pricing Rule Detail Admin CRED Rule Definition Meta Admin CRED Pricing Rule Definition Sales User R Pricing Rule Detail Sales User R Rule Definition Meta Sales User R 11
FIELDS Object Field User Type REad Edit Pricing Rule Pricing Rule Definition Admin Pricing Rule Definition Description Admin Unique Name Admin Pricing Rule Detail Pricing Rule Admin Rule Definition Meta Admin Value Admin Rule Definition Meta API Mergefield Admin API Object Admin Index Admin Operator Admin Pricing Rule Definition Admin Pricing Rule Pricing Rule Definition Sales User Pricing Rule Definition Description Sales User Unique Name Sales User Pricing Rule Detail Pricing Rule Sales User Rule Definition Meta Sales User Value Sales User Rule Definition Meta API Mergefield Sales User API Object Sales User Index Sales User Operator Sales User Pricing Rule Definition Sales User CLASSES Class BMXP.CustomTypePricingPlugin BMXP.DefineRuleTypeCtrl BMXP.CustomTypePricingPlugin BMXP.DefineRuleTypeCtrl BMXP.PricingMassAdminCtrl BMXP.PricingNavCtrl BMXP.TestDefineRuleTypeCtrl BMXP.ValidationUtils BMXP.testCustomPricingRules User Type Admin, Sales User Admin, Sales User Admin, Sales User Admin, Sales User Admin, Sales User Admin, Sales User Admin, Sales User Admin, Sales User Admin, Sales User PAGES Page BMXP.DefineRuleType BMXP.PricingMassAdmin User Type Admin Admin 12
QUOTING The following metadata is new in the Summer 14 update of the Quoting module. FIELDS Object Field User Type REad Edit Proposal Template Color Admin Color Sales User CLASSES Class BMXQ.ColorUtil User Type Admin, Sales User PAGES Page BMXQ.Quote_Related_List BMXQ. Quote_Related_List_DOC User Type Admin Admin RENEWALS The following metadata is new in the Summer 14 update of the Renewals module. CLASSES Class BMXR. renewalsassettriggerhandler BMXR. renewalsopptytriggerhandler User Type Admin, Sales User Admin, Sales User 13
CONFIGURATION EASIER ADMINISTRATION Enhancements to the configuration blueprint setup pages make it faster and easier for administrators to create, edit and maintain configuration blueprints. New features include: Save and Clone Fields: quickly make copies of configuration fields Save and Clone Configuration Rules: quickly make copies of configuration rules including their conditions and actions Search Blueprints: keyword search within a blueprint to quickly locate fields and rules Improved Pagination: jump to any page of fields or rules within a blueprint Quick Links in Error Messages: field delete error messages contain quick links to rules blocking deletion SETUP & USE Save and Clone Fields Administrators can now quickly duplicate fields using the new Save & Clone button on the field Edit page. This allows users to create sets of similar fields and replace existing fields with fewer clicks. Cloned fields have the word Copy appended to the original field s label and name. NOTE: Cloned fields are not automatically saved, you must save the new field before continuing. Save and Clone Configuration Rules Administrators can now also quickly duplicate configuration rules using the new Save & Clone button on the configuration rule edit page. This allows users to quickly copy rules along with their conditions and actions. This is particularly useful when creating mutually exclusive rules. 14
Cloned rules have the word Copy appended to the original rule s name. NOTE: Cloned rules are not automatically saved, you must save the new rule before continuing. Search Blueprints Administrators can now quickly locate fields, configuration rules and product rules within a configuration blueprint. This search box is located on the configuration blueprint detail page and helps users more easily manage complex blueprints with large numbers of fields and rules. The blueprint filter will filter on field label, configuration rule name, product and product rule name. The filter does not filter against conditions, actions or operators. Clicking the Clear button clears the filter and returns all items in the blueprint. 15
Improved Pagination Administrators can now quickly jump to any page in the list of fields, configuration rules or product rules on the configuration blueprint detail page. This makes it easier for users to navigate to items in large blueprints. Quick Links in Error Messages Administrators can now jump to configuration rules and product rules via quick links in the field delete error message displayed on the configuration blueprint detail page. Clicking on the quick link opens the rule blocking the deletion of a field in a new tab allowing the user to edit the rule and resolve the error more quickly. INLINE QUANTITIES & DISCOUNTS Sales reps can now edit the quantity of individual line items and enter discounts while configuring products. This reduces clicks and makes quoting more intuitive for end users by consolidating this functionality into a single user interface. It also simplifies blueprints by eliminating the need for additional fields to capture simple product quantity inputs. This functionality can be selectively enabled by the administrator. New features include: Inline Quantities: sales reps can enter or change the quantity value of line item using a number or a pick list Inline Discounts: sales reps can enter a discretionary discount on line items using a percentage SETUP & USE Inline Quantities Sales reps can now change the quantity of line items directly in the configurator using a value or a pick list of numbers. An input field appears in the line item grid in place of the quantity value when enabled by the administrator. 16
Administrators can enable this functionality on individual product rules. This gives administrators the ability to control which line item quantities can be changed and use rule conditions to only allow changes when specific business rules are met. Administrators activate this feature by modifying the new quantity type field on the product rule edit page. Value: Static number set by the admin Field: Static value set to the value of a number field Editable Value: User editable number with a default set by the admin Editable Picklist: User editable numeric picklist with a default set by the admin NOTE: By default all product rules remain not editable after update. Bundled features cannot have editable quantity values. Inline Discounts Sales reps can now add a percent discount to line items directly in the configurator. An input field appears in the line item grid in new discount column when enabled by the administrator. This reduces clicks for the sales rep by reducing reliance on the standard Salesforce Edit Line Items page. Administrators can enable this feature on the Edit Layout page. 17
Located below the tabs and sections grid on the Edit Layout page a new section for adding additional columns to the line item grid is available. Checking the Discount column enables the discount column for all line items in the configurator. NOTE: By default the discount column is unchecked and inline discounts are not available to sales reps after update. Bundled features cannot have additional discounts. BUNDLING ENHANCEMENTS Bundling functionality has been expanded to allow for bundles with more conditional features (25) to support more complex systems or more variable scenarios. Features and pricing formulas are now also available for use with dynamic product rules. New features include: 25 Features per Product Rule: product rules can have up to 25 features with conditions Features on Dynamic Product Rules: products added using dynamic product rules can now have features Price Formulas on Dynamic Product Rules: administrators can now define the price of a dynamic product using a formula SETUP & USE 25 Features per Product Rule Administrators can now have up to 25 features on a product rule. This enhancement is immediately available on update and requires no action. Features on Dynamic Product Rules Administrators can now include features on dynamic product rules. This allows administrators to dynamically add bundles to configurations when the bundle s parent product s name matches a formula defined by the administrator. This enhancement is immediately available on update and requires no action. Price Formulas on Dynamic Product Rules Administrators can now set the price of a dynamic product using a price formula. This enhancement is immediately available on update and requires no action. NOTE: Bundling, Dynamic Product Rules and Price Formulas were introduced in the Spring 14 update. For more information on their use please reference the Spring 14 release notes or the knowledge articles in My Oracle Support. 18
PRICING CUSTOM PRICING RULES Administrators can define new pricing rule types using their own criteria. These conditions can refer to standard or custom fields on the opportunity, quote, product, account or user. Customers can now create unique pricing rules which are tailored to their sales strategy. Examples include, but aren t limited to: Regional Pricing: discount specific products or product groups on quotes to accounts in a specific country, state or geographic region Promotional Pricing: discount specific products or product groups on quotes issued between a given time frame Partner Pricing: discount specific products or product groups on quotes that are created by specific partner users or for partner account types Tiered Account Pricing: create simple layered pricing scenarios where certain account types (strategic, government) use a different volume discounting structure than other account types (commercial, general). SETUP & USE Custom Pricing Rules Administrators can now define new pricing rule types using a table-based system in which each column correlates to a Salesforce field and the value of that field is a condition which must be met in order for the pricing rule to execute. Administrators begin by clicking Define New Rule Type on the pricing rules setup page. Each rule type is given a label and a unique name. The rule label will be displayed as the price source to sales reps on the configuration page and as a field on the quote line item. Custom pricing rules types are then given up to 5 conditions. 19
Each pricing rule condition will contain a Salesforce object, a field on the selected object and an operator. The Salesforce objects available for use in custom pricing rules are: Account Contact Product Opportunity Quote Quote Line Item User Once a new custom pricing rule type has been created it will appear as a selection in the pricing rule navigation menu. Selecting your new rule and clicking Go will allow you to add pricing rules to your new custom pricing rule type. When creating a new pricing rule, the user will choose values for each condition, which will cause the rule to be triggered. The user will also set the discount and discount type to apply. 20
In this example pricing rule, any account in Illinois that is part of a New Business opportunity type containing a product in the Software product family will receive a 25% discount. NOTE: Once a pricing rule type has been created and rules have been saved for it, the conditions can only be changed by deleting all of the conditions or creating a new rule type. MASS CREATE PRICING RULES Create large numbers of custom pricing rules by copying and pasting a table from any spreadsheet or database software into the custom pricing rule setup page within the browser. By preparing pricing rule tables offline using traditional office applications like Microsoft Excel or Google Spreadsheets, administrators and product managers can create large amounts of data programmatically, collaborate, and/or leverage existing data to build new pricing rules in the Pricing module. SETUP & USE Mass Create Pricing Rules Administrators can now create large numbers of custom pricing rules in bulk by copying a table from a spreadsheet and pasting it into the new Mass Create page. Once a user has created a new custom pricing rule type, a Mass Create button is available on the pricing rule type page. 21
On the mass create page the user is given a blank table. Using spreadsheet software like Microsoft Excel, the administrator or other stakeholders can prepare a table of pricing rules, highlight up to 800 rows and paste them into the web browser. 22
NOTE: Once you have mass created and saved pricing rules, there are two ways to edit or delete them: 1. Edit or delete each pricing rule individually 2. Delete the custom pricing rule type, recreate that pricing rule type, and then mass create a new set of pricing rules As such, care should be taken to validate spreadsheet data prior to loading it to prevent administrators from having to repeat work. 23
QUOTING CUSTOM COLORS Administrators can choose a custom color for the provided style templates in the Quoting module. Customers can now select the proposal style they d like and match it to corporate branding using a color hex code. SETUP & USE Custom Colors Administrators can now define the color used by each of the provided style templates by entering a 6 character color hex code. This setting is available on the layout tab of the proposal template page. Users can select from any of the style templates provided and enter the desired color code. The hex code for the new color will replace the primary color of the provided style. A secondary color for the template will be inferred from the primary color. NOTE: The hex code must be preceded by the # symbol as shown. The Standard style contains color and the hex code entered will have no effect. 24
RELATED LISTS Proposals can now contain additional related lists other than line items. Additional related lists can be used to detail for the buyer renewed assets, contacts, partners or other miscellaneous information stored on the quote that may be relevant. SETUP & USE Related Lists Administrators can now add additional sections to proposal templates which include many standard and custom related lists on the quote object. Each related list can be customized to include up to 8 columns and given a custom section header name. The available related lists on the quote will be shown in the proposal section selector on the layout tab. Each included related list will appear on the proposal as a new section if it has records. All related lists will use the same style as the line item grid for the chosen style template. A new tab is available on the proposal template page for related lists. 25
On the related lists tab users will define how each available related list will be displayed when included on a proposal. Each related list can be given a section label which will display as the heading All fields on the related object are shown as available fields and up to 8 can be selected and ordered The records of the related list can be sorted by any available field 26
ADDITIONAL INFORMATION BROWSER SUPPORT In most cases, when using standard functionality, BigMachines Express Summer 14 is compatible with all browsers supported by Salesforce. For more information, see this article. The new Mass Create page relies on modern web technologies including HTML5 and CSS3 and as such, requires modern browsers that support those web technologies. Mass Create supported browsers: IE9+, Chrome 31+, Firefox 26+, Safari 7 Word Output is supported on the latest two releases of Microsoft Word for Windows only. Word Output supported versions: Microsoft Word 2010 for Windows, Microsoft Word 2013 for Windows DISCLAIMER These Release Notes are provided for high-level informational purposes only and are not intended to function as a specification or to replace the Product Help and/or User Guide. 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 August 8 th, 2014 Added Updating Permission Sets These changes outline important required steps for and New Metadata Sections administrators following update. IMPORTANT: Please note it is possible that not every change has been covered in this document. The Revision History section, found above, will be utilized to rectify and recognize these instances. Please refer to the Product Help available in My Oracle Support for the most up-to-date documentation, detailed instructions, and use cases. 27
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