Oracle CPQ Cloud for Salesforce .Summer 14 update for Oracle CPQ Cloud for , formerly

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  • Oracle CPQ Cloud for Salesforce.com

    What's New in Summer 14

    11 July 2014

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    TABLE OF CONTENTS

    TABLE OF CONTENTS .............................................................................................................................................. 2

    OVERVIEW ............................................................................................................................................................. 3

    RELEASE FEATURE SUMMARY ................................................................................................................................ 4

    UPDATING PERMISSION SETS ................................................................................................................................ 5

    STEP BY STEP INSTRUCTIONS ............................................................................................................................................ 5

    NEW METADATA.................................................................................................................................................. 11

    CONFIGURATION ......................................................................................................................................................... 11

    PRICING ..................................................................................................................................................................... 11

    QUOTING ................................................................................................................................................................... 13

    RENEWALS ................................................................................................................................................................. 13

    CONFIGURATION ................................................................................................................................................. 14

    EASIER ADMINISTRATION .............................................................................................................................................. 14

    INLINE QUANTITIES & DISCOUNTS .................................................................................................................................. 16

    BUNDLING ENHANCEMENTS .......................................................................................................................................... 18

    PRICING ............................................................................................................................................................... 19

    CUSTOM PRICING RULES ............................................................................................................................................... 19

    MASS CREATE PRICING RULES........................................................................................................................................ 21

    QUOTING ............................................................................................................................................................. 24

    CUSTOM COLORS ........................................................................................................................................................ 24

    RELATED LISTS ............................................................................................................................................................ 25

    ADDITIONAL INFORMATION ................................................................................................................................ 27

    BROWSER SUPPORT ..................................................................................................................................................... 27

    DISCLAIMER ............................................................................................................................................................... 27

    REVISION HISTORY ............................................................................................................................................... 27

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    OVERVIEW

    This guide outlines the information you need to know about new or improved functionality in the

    Summer 14 update for Oracle CPQ Cloud for Salesforce.com, formerly BigMachines Express. Each

    section includes a brief description of the feature, the steps you need to take to enable or begin using

    the feature, any tips or considerations that you should keep in mind, and the resources available to help

    you.

    IMPORTANT NOTE

    This update introduces new metadata including custom objects, custom fields, classes and pages.

    Immediately following the update administrators must update all custom permission sets for users and

    admins to include access to this new metadata. Failure to do so can restrict your users ability to quote.

    All Quoting customers, all Renewals customers and Configuration or Pricing customers using custom

    permission sets must follow the steps detailed under Updating Permission SetsUpdating Permission Sets

    beginning on page 5 in order to ensure users have uninterrupted access to BigMachines Express.

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    RELEASE FEATURE SUMMARY

    Some of the new Summer 14 features are automatically visible to users after the update and some

    require action from company administrator to enable. The table below offers a brief summary of the

    new Summer 14 features and a quick view of the actions required to enable them.

    Features

    Action Required to Enable Feature

    Automatically Available

    Administrator Action Required

    Configuration

    Easier Administration Enhancements which make creating and maintaining blueprints faster and easier

    Inline Quantities & Discounts Allows sales reps to adjust quantities and enter discounts while configuring products

    Bundling Enhancements Bundles can contain up to 25 features and are available on dynamic product rules

    Pricing

    Custom Pricing Rules Rules can be created which discount products when business-specific criteria are met

    Mass Create Pricing Rules Create large numbers of custom pricing rules by copying and pasting a table from a spreadsheet into the browser

    Quoting

    Custom Colors Choose colors for a proposal template using a hex code

    Related Lists Print a table on the proposal which lists the records in any related list available on a quote

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    UPDATING PERMISSION SETS

    After updating BigMachines Express administrators must take the following steps to add the new

    metadata to any custom permission sets. This will enable access to all the necessary end user pages,

    setup pages and settings and prevent error messages for end users. These steps are required for both

    manual upgrades and automatic push upgrades.

    NOTE: These steps are not required for the permission sets packaged with the Basic, Configuration and

    Pricing modules. These permission sets will be automatically updated. Packaged permission sets are

    identified by having a namespace prefix of BMXB, QConfig or BMXP.

    STEP BY STEP INSTRUCTIONS

    These step-by-step instructions are general instructions and the images may not directly correlate to the

    permissions which need to be added with this update. For that detail please reference the New

    Metadata section below.

    STEP 1:

    Navigate in Salesforce to: Username > Setup > Manage Users > Permission Sets

    NOTE: Depending on your Salesforce UI settings the Setup link may be under the user name drop down

    menu or to the right of your username.

    STEP 2:

    Select a permission set to edit. This will need to be done for all custom permission sets. Each permission

    set is specific to one module.

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    STEP 3:

    On the Permission Set Overview page, you will need to edit the following settings: Object Settings, Apex

    Class Access and Visualforce Page Access.

    Select Object Settings.

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    STEP 4:

    Select the BigMachines Express Object that you need to grant access to.

    See the New Metadata section below for a complete list of objects which must be updated.

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    STEP 5:

    On each object you must update the Object Permissions and/or the Field Permissions. Click Edit. For

    new Objects assign the appropriate Object Permissions (CREDVM) and Field Permissions (Read, Edit) for

    each user type. For new Fields assign the appropriate Field Permissions (Read, Edit) for each user type,

    object permissions for existing objects do not need to be changed.

    See the New Metadata section below for specific detail on which permissions are required for each user

    type.

    Save the changes.

    Repeat Steps 4 and 5 for each new object and field.

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    STEP 6:

    Return to the Permission Set overview page (see Step 3). Select Apex Class Access. Click Edit.

    Select the Apex classes which belong to the module associated with this permission set. Enable the

    selected Apex classes by clicking Add and Save. In most cases, each permission set will contain all the

    Apex classes that begin with that modules namespace.

    See the New Metadata section below for specific detail on which Apex classes are new for each module.

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    STEP 7:

    Return to the Permission Set overview page (see Step 3). Select Visualforce Page Access. Click Edit.

    Select the Visualforce p

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