CPQ is not immediately operational after having installed the Salesforce integration package from the AppExchange. Manual parameterization tasks have to be completed before end-users will be able to create quotes using CPQ.

CPQ is an application which is composed of software components, hosted and managed by PROS. It is called from within Salesforce.com by means of external Web Services to the CPQ server.

Along with the link that allows you to download the package from AppExchange, PROS Customer Services will send you the name of CPQ server put in place for your business. External calls to this server will be permitted only after having created a new Remote Site in Salesforce.

In order to create a new Remote Site in Salesforce, log on as an administrator and navigate as follows:

• Click on Administration Setup
• Click on Security Controls in “Administration Setup”
• Click on Remote Site Settings

The All Remote Sites page now opens:

After having entered all parameters, click the Save button.

The behavior of the integration between CPQ and Salesforce.com can be customized by means of some parameters which have been created during the installation of the Salesforce integration package for CPQ.

These parameters will be managed by the Salesforce Custom Settings entity. The installation of the Salesforce integration package for CPQ will have created these parameters, but you still have to assign values to them that are appropriate for your business.

The Custom Settings for CPQ are of type “Hierarchy”, which means that the parameter values can be set for the whole Salesforce.com organization or at the most fine-grained level by user’s profile. At runtime, the lowest level parameters values will apply: if values have been entered for the current profile, they will have priority before values defined for the organization.

In order to manage the Custom Settings in Salesforce, log on as an administrator and navigate as follows:

• Click on Setup
• Click on Develop in “App Setup”
• Click on Custom Settings

The Custom Settings page now opens:

After having clicked on the Manage link for the PROS CPQ Settings entity, you will see the following page:

At this point in time, it is advised to define the Custom Settings for CPQ at Organization level. The values will thus apply for all Salesforce users working with CPQ. Specific values per profiles can still be defined afterwards.

In order to create custom settings for the whole Salesforce organization, click on the New button. You will see the following page:

On this page, you will see that some default values are already set.

The following table describes each custom setting for the Salesforce integration package for CPQ:

All of these parameters are assigned with a default value, except for the CPQ Server URL and Authentication Password for which you must provide one (see below).

Press the Save button to activate these Custom Settings values at organization level.

Named Credentials

The CPQ Server URL and Authentication Password do not have any default value, but since they are deprecated since V8.67+, you must declare Named Credentials instead.

Templates of Named Credentials and External Credentials are provided within the PROS managed package:

1. In the Setup menu in Salesforce, navigate to Named Credentials and search for

   LEGACY_CPQ:

   
   
   
2. In the Actions drop down, click on Edit.
3. Set your CPQ Server URL value in the URL field.

   You then must set some settings for Basic authentication in External Credentials:

   1. From the Setup > Named Credentials list in Salesforce, click on the External Credentials link displayed on the LEGACY_CPQ entry:
      
      
   2. In the Principals section, click on Edit on the LEGACY_CPQ_PRINCIPAL row. Enter the following values:

      Username is the Salesforce Organization ID.

      Password is the CPQ Auth. Password value.

      Finally, you must grant access to Named Credentials. All users accessing the CPQ application

      UI (quote) from Salesforce must be grant access to LEGACY_CPQ Named Credentials.

      By default, the PROS_LegacyCPQ_User permission set delivered with the managed package has access to LEGACY_CPQ Named Credentials.

      We recommend to assign the PROS_LegacyCPQ_User permission set to all Legacy Quote users to benefit from pre-filled permissions. You can also add the LEGACY_CPQ Named Credentials to your own permission sets or profiles:

      
      
      
      
      

However, granting access to LEGACY_CPQ Named Credentials is not enough to authorize end users to access quotes. If Salesforce automatically grants Create, Read, Update, and Delete rights on the UserExternalCredentials object for standard profiles, custom profiles require to be set up manually (See this article for more details). You must therefore grant CPQ end users the Read permission on the User External Credentials object.

As you cannot edit the PROS_LegacyCPQ_User permission set to set the Read property for the User External Credentials object because this permission set is "managed", it is recommended to select a permission set or profile within your organization that is dedicated to CPQ end users, or find the one that suits you most. Then, in the Object Settings section, check the Read permission for the User External Credentials object:

How to test:

When trying to open a CPQ quote from the CRM, an incorrect setup will raise this kind of error message:

Read access not granted for User External Credentials object :

Incorrect values for External Credentials Principals

If this happens, go through the above steps again and retry.

CPQ is accessible from a tab or as an application within the Salesforce environment.

Although the installation of the CPQ package has created all pieces needed to access CPQ, it did not associate the “PROS 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 first have to 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 PROS QUOTE

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

• Click on Manage Users in “Administration Setup”
• Click on Profiles
• Select an existing profile and Clone it.

The Profile page now opens.

Choose a name for you profile and click on Save.

Setting the Application as Visible

On the profile, give access to the CPQ App by setting it as ‘Visible’.

You can additionally activate the PROS Quote tabs as follows:

Granting the Correct Profile Permissions

The profiles used by Salesforce users that have access to PROS 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 PROS 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:

After having enabled the APEX classes, click on the Save button.

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:

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 PROS Quote is used in your company, we recommend to set up the following access rights:

In Salesforce lightning, there is a setting that enables a cache that will prevent users from seeing the synchronized data from Smart CPQ Quote to Salesforce Quote. The data is synchronized, but it won’t be visible unless user refreshes the page.