Initiate and Integrate Deal Guidance

You must add the Deal Maximizer parameter to the Configure Products button present on the Quote Details page to use Deal Maximizer on the Cart page.

To create a new button with Deal Maximizer parameter

1. Go to Setup > App Setup > Create > Objects and select Quote/Proposal.

2. Go to Custom Fields & Relationships and click Edit for the Configure Products (Conga Quote Configuration Integration) formula.

   IF ( LEN( Apttus_QPConfig__PriceListId__c ) > 0 , HYPERLINK("/apex/Apttus_QPConfig__ProposalConfiguration?id=" &Id, IMAGE("/resource/Apttus_QPConfig__Button_Configure", "Configure Products"),"_self"), NULL)

   CODE

3. Copy that formula code and return to the Custom Fields & Relationships and click New to display the New Custom Field page.

4. Select Formula and click Next.

5. Enter a Field Label and Field Name, select Text, and click Next.

6. Paste the formula code copied in Step 3 into the text field and add the parameter "&useDealOptimizer=true" to use Deal Maximizer.

   IF ( LEN( Apttus_QPConfig__PriceListId__c ) > 0 , HYPERLINK("/apex/Apttus_QPConfig__ProposalConfiguration?id=" &Id&"&flow=Default&useDealOptimizer=true" , IMAGE("/resource/Apttus_QPConfig__Button_Configure", "Configure Products"),"_self"), NULL)

   CODE
   

   The parameter useDealOptimizer is case-sensitive. The parameter does not work if the case is not correct.

7. Click Next and select which profiles can access the formula and click Next.

8. Select which page layouts the formula field will be automatically added to and click Save. The Configure button is now available on the selected Quote/Proposal pages and can be used to launch production configuration and display a shopping cart that will have the Analyze Deal button available.

The formula above uses the default flow. You can change the flow based on the name of your flow. You can edit the page layouts to display the Configuration action in the desired location on the page and also remove any existing configuration action you no longer need.

Integrate Deal Guidance into the Shopping Cart

1. Go to Setup > App Setup > Develop > Custom Settings and click Manage for Config Custom Classes.
2. Click Edit for Custom Classes.
3. In the Deal Maximizer Callback Class enter Apttus_CPQOpti.DealMaximizerCallback.
4. Click Save. Deal guidance information can now be displayed in the shopping cart when it is available.

You can now configure color bands, dimensions, dimension sets, and deal guidance rules.

Adding Deal Guidance Column to the Shopping Cart

1. Click the All Tabs icon () and select Config Settings.
2. Select Display Column Settings.
3. From the Display Type list, select Cart Line Item.
4. Add a new line and select Guidance for the Field Name or change an existing line. 
   
   
   
   

5. Click Save. The Guidance column is available in the Shopping Cart.

Adding Analyze Deal Action to the Cart

1. Click the All Tabs icon () and select Config Settings.
2. Select Display Action Settings.
3. From the Display Type list, select Cart Page.
4. Add a new action Analyze Deal and select Display As Action. 
   
   
   
   

5. Click Save. The action button is available in the cart.