Oracle Express CPQ for Salesforce ??2018-02-16update for Oracle Express CPQ for , ... Request a sandbox upgrade from My Oracle Support (see below). ... The user-side proposal creation

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  • Oracle Express CPQ for Salesforce.com

    Whats New in Spring 16

    February 2016 Revised: June 2016

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    TABLE OF CONTENTS

    REVISION HISTORY ................................................................................................................................................. 3

    OVERVIEW ............................................................................................................................................................. 4

    Give Us Feedback ................................................................................................................................................. 4

    POST-UPGRADE REQUIREMENTS ........................................................................................................................... 5

    PRE-UPGRADE TESTING ......................................................................................................................................... 6

    RELEASE FEATURE SUMMARY ................................................................................................................................ 7

    GENERAL ................................................................................................................................................................ 9

    Quote Paths .......................................................................................................................................................... 9

    CONFIGURATION ................................................................................................................................................. 18

    Lightning Design for Configurations ................................................................................................................... 18 Hyperlink Function ............................................................................................................................................. 19 Image Function ................................................................................................................................................... 20 Line Break Function ............................................................................................................................................ 22 Line Item Sorting ................................................................................................................................................ 24

    PRICING ............................................................................................................................................................... 28

    Line Item Editor .................................................................................................................................................. 28

    QUOTING ............................................................................................................................................................. 35

    Lightning Design for Proposals ........................................................................................................................... 35 Quoting Permission Set Builder .......................................................................................................................... 36

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    REVISION HISTORY

    This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.

    Date Whats Changed Notes 21 JUN 2016 Pricing: Line Item Editor Added Important Note to the Setup Section. 03 FEB 2016 Initial Document Creation

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    OVERVIEW

    This document provides a detailed overview of the new and improved functionality of the Spring 16 update for Oracle Express CPQ 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.

    NOTE: To manually upgrade your sandbox or production environment, follow the instructions in the online help article called How to Upgrade Express CPQ.

    This update will be pushed to all customer production environments in the coming months. Upgrade notifications and reminders are sent to all registered users of My Oracle Support who are associated with your Customer Support Identifier (CSI number). Contact your organizations Customer User Administrator (CUA) to confirm you are registered and approved.

    GIVE US FEEDBACK

    We welcome your comments and suggestions to improve the content. Please send us your feedback to Express CPQ.

    https://support.oracle.com/epmos/faces/DocumentDisplay?id=1626112.1mailto:expresscpq_feedback_ww_grp@oracle.com?subject=Release%20Notes%20Feedback%20for%20Summer%2015

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    POST-UPGRADE REQUIREMENTS

    IMPORTANT READ ME:

    This update introduces new components such as custom fields, buttons, classes and pages. Immediately following the upgrade, Express CPQ customers must update their profiles and/or permission sets to include the appropriate access to these new components if they do any of the following:

    use the Quoting module, grant access to CPQ pages and features using profiles, or grant access to CPQ pages and features using custom permission sets.

    Failure to do so may result in Insufficient Privileges errors for administrators and users who are unable to quote. This process is simple and should require no more than 30 minutes. Documentation and step-by-step instructions are available in the following My Oracle Support (MOS) article:

    How to Update Permission Sets after Upgrade (Doc ID 1938864.1)

    Additionally, you should refer to the following MOS article for a detailed list of these new components and their required access and security settings:

    Components and Metadata and their required permissions (Doc ID 1940214.1)

    NOTE: Customers who grant user and administrator access using the included BigMachines Express permission sets can skip these steps. These included permission sets are automatically updated during upgrade. It is always recommended that administrators use the included permission sets when possible.

    https://support.oracle.com/epmos/faces/DocumentDisplay?id=1938864.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1940214.1

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    PRE-UPGRADE TESTING

    REMINDER:

    As a standard practice all administrators should test all upgrades in a full-data sandbox prior to the planned update to your production environment.

    A full-data sandbox is required to confirm that the new packages are tested under load with production scale data. This provides the highest degree of confidence.

    Customers with access to full-data sandboxes should:

    1. Create or refresh a full-data sandbox from your production environment. 2. Request a sandbox upgrade from My Oracle Support (see below). 3. Manually upgrade to the newest release into the sandbox environment. 4. Update security settings for new components and metadata. 5. Create a series of test quotes with configurations and proposals. These test quotes should:

    a. follow the most common use cases. b. follow the most complex use cases. c. test all of the CPQ features you have adopted. d. be performed while logged in as a sales user. e. be validated against pre-upgrade sample quotes.

    Steps for Requesting a Sandbox Upgrade

    1. Log into the BigMachines Express Support Center and create a Service Request (SR) by clicking the Service Requests tab.

    2. Click the Create Service Request button from the Service Requests section or tab, and fill in this information:

    3. Problem Description

    Service Type: Oracle BigMachines Express CPQ Cloud Service for Salesforce.com Problem Type: Any Problem Summary: Sandbox Upgrade Description: Requesting package passwords for sandbox upgrade testing. Severity: 4 - No loss of service

    4. Confirm that your contact information and method is correct. 5. Skip the Additional Details section. 6. Confirm and Submit.

    NOTE: If you do not have a full data sandbox (or even if you do), you can enroll in our complimentary Automated User Acceptance Testing (UAT) program instead. Please contact Customer Support for details.

    https://support.oracle.com/epmos/faces/DocumentDisplay?id=1626112.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1938864.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1998867.2

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    RELEASE FEATURE SUMMARY

    Some new features are automatically visible to users after an update and some require action from a company administrator to enable. In this release, several new features must be enabled by the administrator. The table below offers a brief summary of the new Spring 16 features and a quick reference for the actions required to enable them.

    Features

    Action Required to Enable Feature

    Automatically Available to

    Users

    Automatically Available to

    Admins

    Administrator Set Up

    Required

    General

    Quote Paths This feature can be used to create a guided quote process for sales reps to follow. It is configured by admins from the new Quote Paths page and appears on the quote to sales users as an interactive graphic with clickable steps.

    Configuration

    Lightning Design for Configurations The Configuration page for sales users has a new Lightning Design System look.

    Hyperlink Function The Hyperlink function is now available to use in text formula fields.

    Image Function The Image function is now available to use in text formula