Oracle Express CPQ for Salesforce.com Spring 16 Release Content Document January 2016 1
TABLE OF CONTENTS REVISION HISTORY... 3 OVERVIEW... 4 GENERAL... 4 Quote Paths... 4 CONFIGURATION... 5 Lightning Design for Configurations... 5 Hyperlink Function... 6 Image Function... 6 Line Break Function... 7 Line Item Sorting... 7 PRICING... 8 Line Item Editor... 8 QUOTING... 9 Lightning Design for Proposals... 9 Quoting Permission Set Builder... 10 2
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 15 JAN 2016 Initial Document Creation 3
OVERVIEW This document provides a preview of the new and improved functionality coming in the Spring 16 update for Oracle Express CPQ for Salesforce.com, formerly BigMachines Express. GENERAL This section summarizes the general enhancements you can expect to see in the Express CPQ Suite. QUOTE PATHS The new Quote Paths feature uses the Lightning Experience to direct your sales reps through a prescribed quoting process that increases adoption and reduces error by visually representing each step from the quote. Sales reps can see and follow the quote process graphically on the quote, as a series of completed, current, and next steps. Each step is a clickable chevron that will navigate to the page necessary to complete the step. The sales rep will be visually guided until the quote process is complete. Administrators will define the process or steps with the Quote Paths builder. Any picklist field on the quote (such as Status) may be selected as the basis for defining a quote path. A different quote path may be created and saved for each value of the selected picklist (i.e., Draft, Review, and Accepted). 4
CONFIGURATION This section summarizes the changes you can expect to see in the Configuration module. LIGHTNING DESIGN FOR CONFIGURATIONS The configuration page for sales users has been redesigned with the Lightning Design System. This new look will increase the engagement of your sales reps by modernizing the user experience while creating configurations. Your sales reps will find the new look to be more refined and attractive with modern styles. The new design is available in the Classic UI and is Lightning ready. 5
HYPERLINK FUNCTION The usage of hyperlinks in configurations will help your sales team to quickly access additional information about features and products, or retrieve more detailed instructions about potential configuration options. Sales reps will be able to access important links to external resources directly from within the configuration screen. IMAGE FUNCTION The embedding of images into a configuration layout will visually help your sales team understand what products are being configured and what information is required when selecting and configuring solutions. Images can be placed on the configuration layout and within each line item for sales reps to see. 6
LINE BREAK FUNCTION By using the Line Break function, lengthy instruction fields or notes that are included in a configuration will appear more legible and organized. For the sales rep, reading text fields with a lot of information will be easier with the use of line breaks. Administrators can create line breaks by using the BR() function within text formulas or strings surrounded by concatenation operators. LINE ITEM SORTING This new feature allows the sorting of Line Item columns in a configuration. Sorting by columns such as Product Type, Price, or Quantity makes more complex configurations easier to read and understood by your sales reps. The default sort order handles your Line Items when they are initially added to a configuration however, the sales rep can then re-sort these items by any column in the Line Item grid. Sorting will apply to both standard and custom Line Item columns. 7
PRICING LINE ITEM EDITOR The new Line Item Editor is an engaging and modern feature that will save your sales reps time when adding discounts, modifying start dates, and editing Line Items. Sales reps can now view all Line Items directly on the Quote page and perform inline edits without having to load a new page or page through long item lists. This feature can be embedded on the Quote page or launched to full screen view when managing large lists of items. Administrators may configure the default behavior for the way in which Quote Line Item columns are ordered, grouped by, discounted, and subtotaled. 8
QUOTING This section summarizes the changes you can expect to see in the Quoting module. LIGHTNING DESIGN FOR PROPOSALS The proposal creation pages for sales users have been redesigned with the Lightning Design System. This new look will increase the engagement of your sales reps by modernizing the user experience when they create proposals. Sales reps will notice more refined, modern, and attractive proposal creation pages. Proposal Selection Screen Proposal Creation Screen The new design is available in the Classic UI and is Lightning ready. It will not affect the proposal page layout, template styling, or document layout. 9
QUOTING PERMISSION SET BUILDER This new feature will make the initial setup and upgrade of Express CPQ Quoting simpler and faster for your administrators. The new Quoting Settings page allows administrator to create or update permission sets by clicking a single button. This button will display varying labels: Create Permission Sets: Creates both permission sets for admin and sales user. Create & Update Permission Sets: Creates one set and updates the other. Update Permission Sets: Updates both permission sets. --- 10
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