This section indicates how to install the managed package.

PREREQUISITES

• In order to successfully execute this chapter, access to the App Portal is needed. See Initialize Salesforce as the Identity ProviderNo Content found for /db/organizations/conga/repositories/current/content/documents/Production/Smart_CPQ/user_guide/integration_salesforce_crm_and_performance_quoting/integration_salesforce_crm_and_performance_quoting_installation_and_setup_initialize_salesforce_as_the_identity_provider.dita below.
• In order to generate a private key, you will need OpenSSL.
  • For Windows machines, you can download the Win64 OpenSSL v1.x.xk Light executable on this page: https://slproweb.com/products/Win32OpenSSL.html.

INSTALL THE MANAGED PACKAGE

Download the Package

Download and install the CPQ package from AppExchange using the link sent by your Customer Services.

We advise you to choose to grant access to admins only. Then during the post-installation steps you will be able to refine the access to Smart CPQ Quote CRM entities.

Enter your password and click on Install.

Then, approve the Third-Party access and click on Continue:

You should see the following screen:

After having installed the package, the following screen should be displayed in the “App setup > Deploy > Installed package” section:

It gives an overview of the installed components.

CUSTOM OBJECTS

• Click on Setup
• Click on Create in “App Setup”
• Click on Objects

The custom objects of the Smart CPQ package are listed here:

VISUALFORCE PAGES

In order to check whether the necessary Visualforce Pages have been installed, proceed as follows:

• Click on Setup
• Click on "Visualforce Pages” in Custom Code
• Click on Pages

The custom pages which have been installed are listed here:

LIGHTNING COMPONENTS

In order to check whether the necessary Lightning Components have been installed, proceed as follows:

• Click on Setup
• Click on Lightning Components in Custom Code

The custom Lightning components which have been installed are listed here:

LIGHTNING CUSTOM PAGES

In order to check whether the necessary Lightning Components have been installed, proceed as follows:

• Click on Setup
• Click on Lightning App Builder in User Interface

The custom Lightning pages which have been installed are listed here:

APEX CLASSES

In order to check whether the necessary Apex Classes have been installed, proceed as follows:

• Click on Setup
• Click on Apex Classes in Custom Code

The Apex Classes which have been installed are listed here:

APEX TRIGGERS

In order to check whether the necessary Apex Triggers have been installed, proceed as follows:

• Click on Setup
• Click on Apex Triggers in Custom Code

The Apex Triggers which have been installed are listed here:

CUSTOM SETTINGS

In order to check whether the necessary Custom Settings have been installed, proceed as follows:

• Click on Setup
• Click on Custom Settings in Custom Code

The Custom Settings which have been installed are listed here:

MODIFY THE CONNECTED APP FOR SMART CPQ AUTHENTICATION PURPOSES

A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. Connected apps use these protocols to authenticate, authorize, and provide single sign-on (SSO) for external apps.

Proceed as follows:

1. Connect to Salesforce as a System Administrator.
2. Click on Setup.
3. Navigate to Apps > Manage Connected Apps.
4. Click on Smart CPQ Authentication.
5. Click on Edit Policies.
6. In the OAuth policies section, set Permitted Users to Admin approved users are pre-authorized. You can ignore following message:
   
   
7. Click Save.
   
   

ASSIGN SMART CPQ AUTHENTICATION APP TO ALL RELEVANT PROFILES

To do this:

1. Connect to Salesforce as a System Administrator.
2. Click on Setup.
3. Navigate to Users > Profiles.
4. Open the System Administrator profile.
   • Click on Assigned Connected Apps
   • Add the Smart CPQ Authentication app
   • Click Save
5. Repeat the same actions for the CPQ end users profile.
   Note: This action must be repeated for every profile needing access to Smart CPQ.

ASSIGN LICENSES TO ALL RELEVANT USERS

In order to enable the Smart CPQ Quote tab for all relevant users, proceed ad follows:

1. Connect to Salesforce as a System Administrator.
2. Click on Setup.
3. Navigate to Installed Packages.
   
   
4. Click on Manage Licenses for the Smart CPQ package.
5. Click on Add users and select the users who need access to Smart CPQ.
   Note: This action needs to be repeated for every new user that is added later on in Salesforce in order to get access to Smart CPQ.

At this point in time, each user should see Smart CPQx Lightning in the Salesforce AppLauncher.

SETUP A REMOTE SITE

In order to allow for outgoing traffic from Salesforce to external applications (Smart CPQ is an external application), proceed as follows:

1. Connect to Salesforce as a System Administrator.
2. Click on Setup.
3. Navigate to Remote Site Settings.
4. Click on New Remote Site button.
   • Provide the name "PROS_Application_Portal"
   • Provide the URL of the application portal, e.g. https://login.us1.proscloud.com
   • Click Save
5. Navigate to Remote Site Settings.
6. Click on New Remote Site button.
   • Provide the name "PROS_Performance_Quoting"
   • Provide the URL of the quote application, e.g. https://quote.us1.proscloud.com
   • Click Save

SETTING UP A SERVICE ACCOUNT TO USE PERFORMANCE QUOTING FROM SALESFORCE

In order for the users to access Performance Quoting, a service account needs to be setup in the Application Portal. In the context of Salesforce, the public key will have to be crafted manually. Proceed as follows:

1. Retrieve the self-signed certificate that was generated in this step: Initialize Salesforce as the Identity Provider.
   • Click on Setup.
   • Navigate to Certificate and Key Management.
   • Click on the created self-signed certificate.
     
     

• Click on Download certificate.
  
  
  1. Using command prompt (on Windows) or terminal (on MacOS), navigate to that folder and execute the following (make sure to replace mycert by the name of your certificate (ex: cert_q2o_oct21). Be aware that the label and the name of your certificate could be different:

openssl x509 -pubkey -noout -in mycert.crt > mycert.pub

1. Open Salesforce as a System Administrator .
2. Open AppLauncher.
3. Click on Application Portal.
4. Click on the Service Accounts tab.
5. Click on Create a service account and provide the following information:

1. Assign the QuoteX (technical name for Performance Quoting) application:
   
   
2. For the QuoteX assignment, choose the role CRM.

SETUP CUSTOM SETTINGS

In order to set up the custom settings for the package, proceed as follows:

1. Connect to Salesforce as a System Administrator
2. Click on Setup.
3. Navigate to Custom Settings.
4. Click on Manage for the Smart CPQx Settings.
5. Click New (on the top of the page) and provide the following information:

FIELD	VALUE
Quote Service Account
AppPortal Certificate name	ServiceAuth. This must match the name given to the certificate created in the step Initialize Salesforce as the Identity Provider In the previous example: cert_q2o_oct21
AppPortal IDP identifier	<your_domain>, eg. @pros.cpq1.pros.com This is the username format used in Initialize Salesforce as the Identity Provider.
AppPortal URL	<your AppPortal URL>. https://login.us1.proscloud.com (United States realm) https://login.eu1.proscloud.com (Europe realm)
Correlation Context Apex Class	Provide the name of a local Apex class used to provide correlation context to the Quote. Correlation information must be aggregated in JSON format : { "customer-key1": "customer-value1", "customer-key2": "customer-value2", }
CPQxBase URL	<your CPQx URL>, eg. https://quote.us1.proscloud.com for US
Debug Mode	When checked, the debug mode helps troubleshooting the errors raised by Smart CPQ application. All error messages are displayed at the UI and provide detailed debugging information to application administrators to help them quickly solve the problem.
Environment Id	The environment ID is the identifier of a given CPQ environment in the App Portal. The expected value here is a UUID that you can retrieve in the App Portal if you have the required admin rights: Login the App Portal with Admin rights. In the Admin menu, navigate to Environment Management. Select an environment in the left explorer. Retrieve the Environment ID to set in the Smart CPQ Settings.
Tenant Id	Your tenant id Ex: 9867e0a7-xxxx-xxxx-xxxx-4a2eef9c5fad
Tracing active	Activate traces on Azure side - use for debug
Display CPQx UI in full screen mode	If this setting is checked, the Performance Quoting UI will be opened in full screen mode (no iframe), which will solve issues related to third-party cookies and identity providers requesting UI interaction.
User event tracking enabled	If this setting is checked, additional events can be tracked: Quote refresh, quote cloning, document generation. Please note that the Buyer Journey Tracking must have been activated for Performance Quoting. These events are in addition to other captured Performance Quoting Events.
Max Number of SFDC Queued Jobs	The maximum number of simultaneous CPQ synchronization jobs in a "In Progress" state. When over-passing this limit, any new CPQ synchronization job is managed in a dedicated CPQ job queue to avoid hitting the Salesforce governor limits.

With the previous setup section completed we are set to create Smart CPQ Quotes in the CRM and open Smart CPQ.

This section will detail:

• The notion of different Smart CPQ Quote Record Types - to allow different experiences of Smart CPQ Quotes in the CRM
• The link between Record Types and PROS Setup to open a quote

RECORD TYPES

To allow different experiences in the Smart CPQ Quote for different business processes (picklist values, page layouts, quote models with their quotation logic: Steps, grids and catalogs, fields, proposal actions, etc.), it is possible to define multiple Record Types. if only one experience is needed with a unique quote model, the Record Type is not needed.

Creating Record Types

1. In the Setup menu, open the Object Manager.
2. Open the Smart CPQ quote object named CameleonCPQ__QxQuote__c.
3. In the left panel, open the Record Types tab.
   
   
4. Select the profiles that will be able to create quotes for this Record Type. When a user creates a new quote:
   • If they are only allowed to use one Record Type they will not have to select the Record Type. Their quote is automatically set to that Record Type.
   • If they are allowed to use more than one Record Type upon creating a quote they will have to select which Record Type to use. The default Record Type will be pre-selected.
     
     

Smart CPQ Setup for Your Record Types

For each of your Record Types you need to specify how to open the Quote. This is done in the Smart CPQ Setup object.

Even if no record type is defined, this step is still mandatory. Smart CPQ Setup is defined in the Smart CPQx Lightning app.

Create a new Smart CPQ Setup for your Record Type

CPQ is accessible from a tab (Smart CPQ Quotes) or as an application (Smart CPQx Lightning) within the Salesforce environment.

Although the installation of the CPQ package has created all pieces needed to access CPQ, it did not associate the “Smart CPQ Quote” application to each user/profile.

Because of the fact that the usage of CPQ could be restricted to certain groups of users within your organization, you must first identify the user profiles that will be able to access CPQ and then associate the correct access rights to these profiles.

HOW TO CREATE A STANDARD SFDC PROFILE WITH ACCESS TO SMART CPQ QUOTE

In order to create a new profile, log on as an administrator and navigate as follows:

1. Click on Manage Users in Administration Setup.
2. Click on Profiles.
3. Select an existing profile and Clone it. The Profile page opens.
4. Choose a name for you profile and click on Save.
5. On the profile, give access to the CPQ App by setting it as Visible.
   
   

You can additionally activate the Smart CPQ Quote tabs as follows in the Tabs Settings:

GRANTING THE CORRECT PROFILE PERMISSIONS

The profiles used by Salesforce users that have access to Smart CPQ Quote must allow creating the objects. To authorize the creation of new quotes, make sure that the appropriate access rights have been set up for Smart CPQ Quote objects in the Custom Object Permission section of the profile:

ALLOWING THE EXECUTION OF APEX CLASSES

The CPQ package downloaded from AppExchange includes Apex classes and Visualforce pages. Salesforce.com user profiles that will grant access to CPQ must enable execution for all Apex classes and Visualforce pages belonging to the CPQ package.

CPQ Apex classes and Visualforce pages all have a name starting with “CPQ,” which will facilitate their selection.

Hover over the Enabled Apex Class Actions shortcut and click on the Edit button:

In the following page, you will see both the Available Apex Classes as well as the Enabled Apex Classes. You should see all CPQ classes in the Available Apex Classes list. In order to authorize the execution of the CPQ APEX classes, select them and add them to the right column. All Classes prefixed with CameleonCPQ should be enabled.

After having enabled the APEX classes, click on Save.

The authorization to access Visualforce pages will be also be done in the Salesforce Profile entity. In order to authorize them, hover over the Enabled Visualforce Page Access shortcut and click on

the Edit button:

In the following page, you will see both the Available Visualforce Pages as well as the Enabled Visualforce Pages. You should see all CPQ classes in the Available Visualforce Pages list. In order to authorize the execution of the CPQ Visualforce Pages, select them and add them to the right column.

All Pages prefixed with CameleonCPQ should be enabled.

After having enabled the Visualforce Pages, click on the Save button. The user profile will be updated accordingly.

ACCESS RIGHTS SUMMARY

Depending on the User profile and the way Force.com

This page lists the different permissions that need to be set for the Managed Package to run properly.

PROFILES / PERMISSION SETS - REQUIRED PERMISSIONS

PROCESS AUTOMATION SETTINGS

CUSTOM OBJECTS & CUSTOM FIELDS

You can add any custom field you wish to managed package objects and reference/use any of the existing fields. Regarding Access Rights on package objects, you must strictly follow these recommendations for Performance Quoting and these recommendations for Legacy CPQ.

You must also ensure that ALL fields of the managed package objects, regardless if they are "managed" fields or "local" fields created by implementation, have the correct FLS (Field Level

Security). A specific attention is required for fields that are not included in page layouts but which can be synchronized from CPQ.

Detailed Views of Object & Field Permissions

The following recommendations apply for regular end-users. Implementation designers and administrators will need extended access rights (create / edit / delete permissions, edit access on fields). Access rights can be defined at Profiles or Permission Set level.

Performance Quoting

Object: CameleonCPQ QxQuote c / Smart CPQ Quote

Object: CameleonCPQ QxQuoteLine c / Smart CPQ Quote Line

Object: CameleonCPQ MappingSet c / Smart CPQ Mapping Set

Object: CameleonCPQ QxAsyncJobs c / Smart CPQ Asynchronous Job

Object: CameleonCPQ QxSetup c / Smart CPQ Setup