You can sync a renewal quote and all the related objects from Salesforce to the Conga Platform and then modify and finalize the same on the Platform. Before you get started with the data sync from Salesforce to Platform, you must ensure the following prerequisites are met.

Prerequisites

  • Products, attributes, and any related objects are available on both Salesforce and Conga Platform.
  • All the following settings are the same on Salesforce and Platform.
    • Default Asset Pricing Indicator
    • Enable One-time change
    • Renewal Settings
    • Same day Cancellation
  • For the Renewal quote on Salesforce, the following criteria are met.
    • Source Quote ABO Type = Renewal
    • Is Auto Accepted = False (or blank)
  • The admin setting, APTS_RLPAutoSyncRenewalQuote, is set to True and APTS_RLPInstanceSettings is present. For more information, see Admin Settings in CPQ.
  • Mapped Objects for Data Sync on the Proposal object is disabled to ensure that duplicate quotes are not created on the Platform.
  • Mapped Objects for Data Sync on the Proposal line Item and Line item object are enabled to ensure the quotes created on the Platform are synced to Salesforce.

To sync a renewal quote from Salesforce to the Conga Platform

  1. Create a quote using the Configure products (RLP) Button on Salesforce. Add products, finalize the cart, and accept the Quote to create an Order on the Quote. For more information see Creating a Quote from the Proposal. An order is created along with the order line items. 
  2. Enter the date on which the order is activated in the Ready For Activation Date field. When activated AssetLineItems are created in Salesforce.
  3. In the background, Salesforce runs a batch job to create a renewal quote.
  4. Use the Data Sync module on the Platform to sync the following from Salesforce to Platform. For more information see Running Data Sync. 
    1. AssetLineItem
    2. AssetLineItemAttribute - required if assets contain attribute
    3. AssetUsagePriceTier - required if assets contain usage lines

      You can manually trigger data sync or create a custom button.

  5. Open Developer Console on Salesforce > Debug > Open Execute Anonymous Window and click Execute to run the following code which syncs the renewal quote from Salesforce to Platform. 
    Map<String, String> response = Conga_CCPQ.DataSyncSupport.deepSyncRecord('a2cDU00000162vpYAA');
     System.debug(response);
    CODE

 Where 'a2cDU00000162vpYAA' is the config ID which is unique for each renewal quote.

You can view the "IsTaskPending" flag in the proposal when data sync starts and ends. The data sync API ID is invoked only when the "IsTaskPending" flag in the proposal is false.

On completion, an email is sent to the registered user. The renewal quote is synced and visible on the Platform UI. You can modify any field value on the renewal quote using the Platform UI and finalize. Reverse sync takes care of the changes in the renewal quote on Salesforce. You can continue to configure the quote from Salesforce to the Platform.