Use case: Configuration line item to quote line flow
Summarize
Summary of Use case: Configuration line item to quote line flow
This guide explains how ServiceNow customers using the CPQ Extension package (version 1.8 or later) can map extended configuration information from configuration line items to quote lines in Salesforce CPQ without using a Quote Calculator Plugin (QCP) script. It replaces the previous requirement to write custom scripts by adjusting a provided flow template, streamlining data integration between ServiceNow CPQ and Salesforce quotes.
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Key Features
- Extended Info Parsing: Extended configuration information (e.g., freight details) can be added as JSON via
ProductList.extendedand mapped directly to custom fields on configuration line items and quote lines. - Custom Field Setup: Users must create corresponding custom fields (suffix
c) on both configuration line item and quote line objects, preferably using Schema Builder for efficiency. - Flow Template Adjustment: Customers edit the “Configuration Line Item to Quote Line” flow in Salesforce Setup, specifically updating the “Update Fields” element to include their new custom fields for mapping.
- Field Accessibility and Security: Field-level security must be configured to ensure visibility and editability of the custom fields by relevant profiles so that flows can update them successfully.
- Flow Management: It is recommended to save changes as a new flow version to preserve the original template for future reference.
- UI Visibility: Custom fields should be added to configuration line item and quote line layouts to display the mapped values clearly to users.
Key Outcomes
- Eliminates the need for complex QCP scripting to parse and map extended configuration data.
- Enables seamless transfer of detailed configuration information (e.g., freight costs) from ServiceNow CPQ configurations to Salesforce CPQ quotes and quote lines.
- Improves maintainability and clarity by leveraging declarative flow configuration instead of custom code.
- Ensures that custom extended information is visible and usable across CPQ objects, enhancing quoting accuracy and transparency.
By making a few adjustments to a flow template includes with the CPQ Extension package version 1.8 or later, you can parse the extended information from a configuration and map it to custom fields without using a QCP script.
By default, if you add any extended info to a line item (using ProductList.extended), it will be added as a JSON to the corresponding configuration line item object created as the following:
Before this flow was created, the only way to parse the individual keys and map them to custom fields on the configuration line items or their corresponding Quote Lines was to write a QCP script to do so. This guide will show you how to achieve the same result by making a few adjustments to a flow template included with our CPQ Extension package starting versions 1.8 or later.
Letʼs take the case of the first custom field in the screenshot above. A product is added using an advanced product rule and the freight information is entered as extended info, for this example we will be using SG_Freight so adjust as necessary for your extended info name:
ProductList.extended = {};
ProductList.extended.SG_Freight = cfg.sRFreight; You must create a SG_Freight_c field on the configuration line item and Quote Line objects (if you just enter “SG_Freight,” SFDC will automatically add the _c). It is recommended to do so with the Schema Builder since
itʼs much faster. If you do choose to add them through the Object Manager, make sure to check the Field Accessibility settings for the created fields so that the flows are able to modify them. Be sure to set the field-level security
on the custom field to be visible for any profile that will be using them.
Next, in SFDC, go to Setup > Process Automation > Flows. Look for the “Configuration Line Item to Quote Line” flow and click it. It should look like this:
Select the Update Fields flow element and click Edit Element. This will open a popup window:
Click + Add Field, and then in the Field column, enter the SFDC field name as below (autocomplete should help you type it in):
If the data is entered correctly, you should see the value for the created field change to the same format as the value above it:
Save the flow and activate. Itʼs recommended to save the flow as a a new flow instead of as a new version, so that youʼll always have the original template to go back to if needed.
Add your fields to the configuration line item and quote line layouts in order to see these values where they belong: