ServiceNow CPQ and Salesforce base package overview
Summarize
Summary of ServiceNow CPQ and Salesforce base package overview
The ServiceNow CPQ and Salesforce base package enables seamless integration between Salesforce and ServiceNow CPQ. It allows Salesforce Product2 records to function as configurable products within ServiceNow CPQ, provides administrative access from Salesforce, and supports embedding the ServiceNow CPQ UI in Salesforce environments. This package installs essential components and configurations to facilitate interaction between the two platforms.
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Key Features
- Configurable Products Integration: Custom fields added to Salesforce Product2 records enable them as configurable products in ServiceNow CPQ. Users can launch the ServiceNow CPQ Admin directly from Salesforce on enabled Product2 records.
- Embedded UI: The ServiceNow CPQ configuration interface can be embedded into other Salesforce pages or applications using Visualforce, expanding usability beyond the core CPQ environment.
- API Access: ServiceNow CPQ admin APIs can be accessed through Salesforce tokens, leveraging a Salesforce-connected app for authentication to streamline integration tasks.
- Product2 Integration: The package adds a "ServiceNow CPQ Enabled" checkbox and a dynamic link to the CPQ Admin page on Product2 records when enabled, facilitating product management.
- Configuration Line Item Field Mapper: A flow compares custom fields on configuration line items with Extended Information and Pricing Information fields, synchronizing matching data to Salesforce fields regardless of case or "c" suffix variations.
- Configuration Data Objects:
- Configuration Line Items (LGKConfigurationLineItemc): Stores product bill of materials and ties configurations back to ServiceNow CPQ sessions. These records are written by ServiceNow CPQ but not read back, meaning edits in Salesforce do not affect the original CPQ configuration.
- Configuration Field Data (LGKConfigurationFieldDatac): Stores all field values from configurations, including blank or null entries, linked to configuration sessions. Similarly, these records are written to Salesforce but not read back.
- Configuration Tenant (LGKConfigurationTenantc): Manages integration settings such as admin and runtime URLs for the ServiceNow CPQ instance. A single org-wide record should be created. The Runtime Client Token field is deprecated for security reasons.
- Installation Control: The package includes a checkbox to skip CPQ post-install scripts to control product updates during installation of the CPQ extension package.
Practical Benefits for ServiceNow Customers
This base package equips ServiceNow customers using Salesforce with the foundational tools to manage configurable products efficiently across both platforms. It simplifies administration by allowing direct access to ServiceNow CPQ from Salesforce, ensures configuration data is synchronized and accessible within Salesforce records, and supports embedding of configuration UIs to enhance user workflows. The integration components and flows reduce manual data entry and enable consistent product configuration management, improving accuracy and operational efficiency.
The ServiceNow CPQ and Salesforce base package lets the user use Salesforce Product2 records as configurable products in ServiceNow CPQ, launch the ServiceNow CPQ Admin from Salesforce, and integrate the two applications in other useful ways.
- Enable Salesforce Product2 records to be a ServiceNow CPQ configurable product through custom fields added to the Product2 record. For detailed steps, see Configurable products.
- Launch the ServiceNow CPQ Admin from Salesforce, from enabled Product2 records
- Embed the ServiceNow CPQ configuration UI in other Salesforce pages or applications outside CPQ using Visualforce. See Use case: Embed ServiceNow CPQ UI in a Salesforce VisualForce page.
- Access ServiceNow CPQ admin APIs using Salesforce tokens. For detailed steps, see Admin APIs: Authentication using a Salesforce-connected app.
Product2 integration
The base package includes the ServiceNow CPQ Enabled checkbox and a link View ServiceNow CPQ Setup that will be populated with a link to the ServiceNow CPQ Admin page when the ServiceNow CPQ Enabled checkbox is checked.
Configuration line item field mapper
A flow is available that checks for user-created custom fields on the configuration line item (LGK_ConfigurationLineItem_c), and compares it to data in the Extended Information and Pricing Information fields on the record. If there are name matches, write the data from the Extended Information or Pricing Information to the custom fields.
Name comparisons ignore case sensitivity, and the "_c" suffix on field names is optional. For example, both "StartDate" and "startDate_c" in Extended Information or Pricing Information will be considered a match for a Salesforce field named "StartDate_c". If the map contains the same name both with and without the "_c" suffix, the Salesforce will save the value of the field with the suffix.
If the same field names exist in both Extended Information and Pricing Information, the value in Extended Information is written to the custom field.
Configuration line items
LGK__ConfigurationLineItem__c stores the product data (bill of materials) that comes out of a configuration. (See below for a complete list of fields.)
The record stores the unique ServiceNow CPQ configuration ID that ties the data back to a specific ServiceNow CPQ configuration session and can be referenced in other flows or triggers in Salesforce.
Quote line fields can be populated with information from a ServiceNow CPQ configuration using records of this object. For additional information, see the following video: Populate Quote Line Custom Fields
ServiceNow CPQ writes the configuration line item objects when a ServiceNow CPQ configuration is saved. The setting in ServiceNow CPQ Admin must be enabled.
Configuration field data
LGK__ConfigurationFieldData__c stores the field values set in a configuration and contains the unique ServiceNow CPQ configuration ID. (See below for a complete list of fields.)
Creates records for every field from a configuration, even if it has a blank or null value.
Writes the configuration Field Data objects when a ServiceNow CPQ configuration is saved. The setting in ServiceNow CPQ Admin also needs to be enabled.
Configuration tenant
LGK__ConfigurationTenant__c controls aspects of the ServiceNow CPQ integration with Salesforce.
A single record for org-wide defaults should be created and populated with the Administration URL and Runtime Configuration URL values of your ServiceNow CPQ instance.
For security reasons, the Runtime Client Token field is deprecated. The Skip CPQ Post Install Script checkbox disables product updates that run while installing ServiceNow CPQ's CPQ extension package.