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Enabling TurboPricing in an Org

This topic provides a summary of the necessary steps for enabling TurboPricing for your org.

An administrator can be any of the following persona: Customer Administrator, Partner Administrator, any other administrators assigned the responsibility of enabling TurboEngines for their org. In the table on this topic, this persona is referred to as the Tenant Admin.

Note:

Prerequisites

  • Refer to the Supported Features topic to make sure all features you want are included before making a provisioning request.
  • You must have the appropriate TurboEngines license before turning on your org. If you do not have a license, please contact your Conga Account Executive.
  • You must have the Winter 2020 build of Configuration & Pricing (CPQ) in the Salesforce org to enable TurboPricing. Refer to "Packages" in CPQ Winter 2020 Release Notes.

Enabling TurboPricing

To enable TurboPricing, perform the following steps for each org:

Step

Task

Owner

Description

Pre-Provisioning Tasks

1

Set up Connected App in your org

Tenant Admin

Create a connected app to provide authentication and authorization to TurboPricing Data Sync Service.

2

Prepare pre-provisioning tenant information

Tenant Admin

Gather all required information for provisioning your TurboPricing org.

Provide this information to Conga Technical Support to begin the provisioning process.

Post-Provisioning Tasks

Note:

Perform the following steps only after receiving a notice from Conga Technical Support that the requested orgs are provisioned. You must have the new service URLs to proceed.

3

Configure Services

Tenant Admin

Update the following settings:

  1. Set up the Pricing Execution Mode
  2. Set up the TurboPricing endpoint URL

4

Configure data sync settings for TurboPricing

Tenant Admin

Complete the data sync for post-provisioning.

5

Sync data to TurboEngines

TurboEngines Administrator (can be Tenant Admin)

Set up and schedule or activate data sync to sync pricing master data.