Quote line unique IDs
Summarize
Summary of Quote line unique IDs
This feature enables ServiceNow CPQ customers to assign unique identifiers to quote lines in Salesforce. By passing a product’s unique ID from ServiceNow CPQ to the Unique Line ID field on the Salesforce quote line, users can distinctly track and reference each quote line, even when multiple identical products exist on a quote. This capability supports more precise quoting and data management workflows.
Show less
Key Features
- Unique Line ID Field Integration: ServiceNow CPQ populates the Unique Line ID field (LGKUniqueIdc) on Salesforce quote lines with a unique product identifier from CPQ.
- Support for Simple and Advanced Product Actions: Unique IDs can be assigned through product actions in ServiceNow CPQ, either by setting the unique identifier directly in simple actions or via scripting for advanced actions.
- Extended Data Handling: When multiple identical products are added to a quote, unique IDs allow extended product data to be accurately written to the correct quote line in Salesforce, resolving issues with identical BOM data being applied across lines.
Prerequisites
- ServiceNow CPQ Extension for CPQ package version 2.2 or later must be installed in the Salesforce org.
- The Unique Line ID field must be added to the quote line page layout in Salesforce.
- Unique identifiers must be assigned to products in ServiceNow CPQ using product actions.
How to Use
- For simple product actions, assign the unique identifier directly in the product action configuration.
- For advanced product actions, assign the
ProductList.uniqueIdentifierproperty in your product action script, for example by combining product codes with set indices to create distinct IDs.
Use Cases
- Ramping Deals: Subscription pricing scenarios where discounts vary by contract year can leverage unique IDs to differentiate identical products by year.
- Multiple Identical Products: When quoting multiple copies of the same product with differing extended data, unique IDs ensure each line’s data is tracked and managed independently.
- Accurate Extended Data Mapping: By customizing the out-of-the-box Salesforce flow to include a unique ID condition, extended product data (BOM Data field) is correctly assigned to each unique quote line, avoiding data duplication.
You can assign unique IDs to quote lines in Salesforce.
ServiceNow CPQ passes the unique identifier of a product in ServiceNow CPQ back to the Unique Line ID field on the quote line in Salesforce, allowing users to assign unique IDs to specific quote lines in Salesforce. This allows users to reference the Unique Line ID field (LGK_UniqueId_c) after the quote line has been created if a unique identifier was included in the product action in ServiceNow CPQ.
Prerequisites
Have the ServiceNow CPQ Extension for CPQ package version 2.2 or later installed on the org.
Add the Unique Line ID field to the quote line page layout through Setup>Object Manager>Quote Line>Page Layouts.
Assign a unique identifier to a product in ServiceNow CPQ using a simple or advanced product action.
How to use
For simple product actions, assign the product unique identifier in the product action. (See the screenshot above.)
For advanced product actions, assign the ProductList.uniqueIdentifer in your product action script. For example, if using a set, you can leverage the set index in order to assign a unique ID to each product added from the set:
ProductList.id ="<yourProductCodeOrId>";
ProductList.uniqueIdentifier = cfg.<yourSetFieldForProduct> + set.<yourSetVariableName>.index;
return ProductList;Use cases include ramping deals, such as subscription-based pricing that applies discounts based on the length of the contract. Although the same product, discounts are applied in year 2 or 3 with a
unique ID for the same product name. Another use case would be multiple copies of the same product on quote, with different product extended data.Use case: Adding extended data to identical product code products in SFDC using flows
Out of the box, the Configuration Line Item to Quote Line flow created by ServiceNow CPQ is set up to write the extended information of each product to its respective quote line in the BOM Data field.
As configured, the flow checks only whether the configuration ID and the product ID match and return only the first record. This causes the BOM data for the child lines to be identical if the product IDs are identical.
If you are using the unique ID attribute, you can add another condition to the "Get Records" section of the flow that checks for the Configuration Line Item field "LGK_UniqueId_c" being equal to the unique line ID object on the quote line:
This correctly writes the BOM data to each unique child line with the correct extended information.