Set up CPQ parameters in Salesforce.com

You can create and manage the custom parameters that are required to successfully integrate Sterling™ Field Sales with Salesforce.com. You can configure these customer parameters using the Custom Settings screen of Salesforce.com.

About this task

Note: You can configure multiple parameters, but only the record with the parameter name as "Active" is used for integration.

To configure CPQ parameters in Salesforce.com:

Procedure

  1. Log in to your Salesforce.com account.
  2. Navigate to Custom Settings page.
  3. In the Custom Settings page, click the Manage action link next to the CPQ Parameters label.
  4. The CPQ Parameters page is displayed. Click the New button.
  5. The CPQ Parameters Edit page is displayed. Enter a value for each parameter, as described in the following table:
    Parameter Description
    Name Enter a name for this CPQ parameter set.
    Note: Only the parameter set with the name "Active", which is case sensitive, is used for integration.
    Configurator Organization Code Enter the Configurator organization if it is different from Sterling Field Sales organization.
    Note: This field is only for IBM® Sterling Omni-Configurator setup and hence applies only when native application is selected
    Configurator Backend URL Enter the URL of the configurator backend server to which CPQ connects for configuration requests.
    For example: 
    https://<IP address>:<secure port>/configurator
    Enable Inventory Reservation This parameter is disabled by default. Select the check-box to enable the Check Availability feature in SalesForce.com.
    Enable UI Customization This parameter enables you to customize the UI components of the native quote management application that is embedded within Salesforce.com
    Enterprise Code This parameter specifies the enterprise used for all interactions with the IBM system, such as creating or opening objects in Sterling Field Sales. The default value is DEFAULT.

    Enter the enterprise code. For example: Enterprise-B
    Quotes Tab iFrame Height Specifies the height of the iFrame that is used to display Sterling Field Sales from the Quotes tab of Salesforce.com. The default value is 600 pixels.
    Reservation Expiration Time (in hours) If inventory reservation is enabled, specify the time in hours after which the reservation should automatically expire.
    Server URL This parameter is used when constructing the URLs for the Salesforce.com iFrames. The URL indicates where the Sterling Field Sales application is deployed.

    Enter the URL prefix for Sterling Field Sales. For example:

    https://<IP address>:<secure port>/sfs/sfs/container/
    Note: The Sterling Field Sales system must be inside the DMZ and accessible from Salesforce.com.
    Show Sidebar in Quotes Tab This parameter is used to show or hide the sidebar in the Quotes screen. If the check box for this parameter is clear, the sidebar will be hidden. If the check box for this parameter is selected, the sidebar will be displayed.
    Use Native Application This parameter allows the Sterling Field Sales application to be used as an embedded native quote management application within Salesforce.com instead of being used as an iFrame. The embedded application communicates with Sterling Field Sales in the backend and enables users to manage quotes.
    User Sync: All Updates This parameter is used to control whether user synchronization from Salesforce.com to the IBM system is performed for all user updates or for only the initial creation of users.

    If the check box for this parameter is clear (the default), user synchronization will be performed for only the initial creation of users. If the check box for this parameter is selected, user synchronization will be performed for all user updates, including the initial creation of users.
    User Sync: Enabled This parameter is used to control whether to enable user synchronization from Salesforce.com to the IBM system.

    If the check box for this parameter is clear (the default), the user synchronization functionality is not enabled. If the check box for this parameter is selected, the user synchronization functionality is enabled.
    User Sync: Service Endpoint URL This parameter specifies the URL of the IBM user synchronization Web service. For example the URL for WebSphere® and WebLogic is:

    http://127.0.0.1:80/SIXBeanXapiJaxWS/SFDCIntgJaxWSService

    Note: This parameter setting is not mandatory, but user synchronization will only occur if the UserSyncEnabled check box is selected, and the UserSyncEndpoint and UserSyncQuery parameter fields are populated.
    User Sync: Pre-validate Query This parameter is used to control whether a pre-query is used in determining when a synchronization is required. By default, the check box is selected.

    In most cases, the default setting of selected, which ensures that the query will return at least one result before issuing a Web service call, can be used to eliminate unnecessary Web service calls. You should clear the check box only if the querying logic on the IBM side has been modified and, therefore, no longer matches the pre-query.
    User Sync: Query This parameter enables you to specify a query to be used for user synchronization.
    Note: You do not need to include the scpq__CurrentInCPQSystem__c != true clause in the query, because this implicit clause is added by IBM.

    This parameter setting is not mandatory, but user synchronization will only occur if the UserSyncEnabled check box is selected, and the UserSyncEndpoint and UserSyncQuery parameter fields are populated.
    User Sync: Service Timeout (ms) Specifies the timeout value for the IBM user synchronization Web service call. If you do not specify a value, the Salesforce.com default timeout value will be used.
    Validate Opportunity Account Change This parameter is used to determine if an opportunity's AccountId can be changed when the opportunity contains associated quotes. It controls whether or not the ValidateOpportunityUpdate trigger performs a validation for the presence of associated quotes when an attempt is made to update the AccountId of an opportunity. If the check box for this parameter is clear (the default), no validation for the presence of associated quotes is performed and the update is allowed. If the check box for this parameter is selected, validation for the presence of associated quotes is performed. When the validation detects associated quotes, an error message is displayed and the opportunity is not updated.
    Validate Opportunity Delete This parameter is used to determine if an opportunity can be deleted when it contains associated quotes. It controls whether or not the ValidateOpportunityDelete trigger performs a validation for the presence of associated quotes when an attempt is made to delete an opportunity. If the check box for this parameter is clear (the default), no validation for the presence of associated quotes is performed and the opportunity is deleted. If the check box for this parameter is selected, validation for the presence of associated quotes is performed. When the validation detects associated quotes, an error message is displayed and the opportunity is not deleted.
    Note: A valid value must be entered for each parameter.
  6. Click Save. The parameter set will appear in the CPQ Parameters page.