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 integration between Salesforce Product2 records and ServiceNow CPQ, allowing Salesforce products to be used as configurable products within ServiceNow CPQ. It supports launching the ServiceNow CPQ Admin directly from Salesforce and embedding the CPQ configuration UI into other Salesforce pages using Visualforce. This package includes essential components and configurations to facilitate seamless interaction between the two platforms.
Show less
Key Features
- Configurable Products: Custom fields added to Salesforce Product2 records enable these products to function as configurable products in ServiceNow CPQ.
- Admin Access: Users can launch the ServiceNow CPQ Admin interface from enabled Product2 records within Salesforce.
- UI Embedding: The ServiceNow CPQ configuration UI can be embedded into other Salesforce pages or applications through Visualforce, enhancing integration flexibility.
- Admin API Access: Integration supports accessing ServiceNow CPQ admin APIs using Salesforce authentication tokens, facilitating secure API usage.
- Product2 Integration Elements: Includes a "Logik Enabled" checkbox and a "View ServiceNow CPQ Setup" link on Product2 records to connect Salesforce products to the CPQ admin page.
- Configuration Line Item Field Mapper: A flow maps custom Salesforce fields on configuration line items to data from Extended Information and Pricing Information fields, using flexible name matching rules.
- Configuration Line Items (LGKConfigurationLineItemc): Stores product bill of materials from configurations, linking data to unique ServiceNow CPQ configuration sessions. These records enable populating quote line fields but are write-only from ServiceNow CPQ (changes in Salesforce do not update CPQ configurations).
- Configuration Field Data (LGKConfigurationFieldDatac): Stores all field values from configurations, including blanks, tied to unique configuration IDs. Like line items, data is written from ServiceNow CPQ but not read back.
- Configuration Tenant (LGKConfigurationTenantc): Controls integration settings with Salesforce, requiring creation of a singleton record containing URLs for your ServiceNow CPQ instance. Includes security updates such as deprecation of the Runtime Client Token field.
- Installation Controls: A checkbox to skip post-install scripts prevents automatic product updates during package installation, allowing controlled deployment.
Practical Implications for ServiceNow Customers
This base package empowers customers to leverage Salesforce product data within ServiceNow CPQ configurations, improving product management and sales quoting processes. The integration supports embedding configuration capabilities directly in Salesforce, streamlining user workflows. By mapping configuration data to Salesforce custom fields and storing detailed configuration records, customers can maintain alignment between Salesforce and ServiceNow CPQ product and quote data. The package’s API authentication features facilitate secure, automated operations between the platforms. Proper setup of the Configuration Tenant record and enabling relevant settings in ServiceNow CPQ Admin are essential steps to activate full functionality.
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 Logik Enabled checkbox and a link View ServiceNow CPQ Setup that will be populated with a link to the ServiceNow CPQ Admin page when the Logik 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 from Logik
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.