Oracle CPQ Cloud for Salesforce.com

What's New in Summer 14

11 July 2014

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TABLE OF CONTENTS

TABLE OF CONTENTS .............................................................................................................................................. 2

OVERVIEW ............................................................................................................................................................. 3

RELEASE FEATURE SUMMARY ................................................................................................................................ 4

UPDATING PERMISSION SETS ................................................................................................................................ 5

STEP BY STEP INSTRUCTIONS ............................................................................................................................................ 5

NEW METADATA.................................................................................................................................................. 11

CONFIGURATION ......................................................................................................................................................... 11

PRICING ..................................................................................................................................................................... 11

QUOTING ................................................................................................................................................................... 13

RENEWALS ................................................................................................................................................................. 13

CONFIGURATION ................................................................................................................................................. 14

EASIER ADMINISTRATION .............................................................................................................................................. 14

INLINE QUANTITIES & DISCOUNTS .................................................................................................................................. 16

BUNDLING ENHANCEMENTS .......................................................................................................................................... 18

PRICING ............................................................................................................................................................... 19

CUSTOM PRICING RULES ............................................................................................................................................... 19

MASS CREATE PRICING RULES........................................................................................................................................ 21

QUOTING ............................................................................................................................................................. 24

CUSTOM COLORS ........................................................................................................................................................ 24

RELATED LISTS ............................................................................................................................................................ 25

ADDITIONAL INFORMATION ................................................................................................................................ 27

BROWSER SUPPORT ..................................................................................................................................................... 27

DISCLAIMER ............................................................................................................................................................... 27

REVISION HISTORY ............................................................................................................................................... 27

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OVERVIEW

This guide outlines the information you need to know about new or improved functionality in the

Summer 14 update for Oracle CPQ Cloud for Salesforce.com, formerly BigMachines Express. Each

section includes a brief description of the feature, the steps you need to take to enable or begin using

the feature, any tips or considerations that you should keep in mind, and the resources available to help

you.

IMPORTANT NOTE

This update introduces new metadata including custom objects, custom fields, classes and pages.

Immediately following the update administrators must update all custom permission sets for users and

admins to include access to this new metadata. Failure to do so can restrict your users’ ability to quote.

All Quoting customers, all Renewals customers and Configuration or Pricing customers using custom

permission sets must follow the steps detailed under Updating Permission SetsUpdating Permission Sets

beginning on page 5 in order to ensure users have uninterrupted access to BigMachines Express.

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RELEASE FEATURE SUMMARY

Some of the new Summer 14 features are automatically visible to users after the update and some

require action from company administrator to enable. The table below offers a brief summary of the

new Summer 14 features and a quick view of the actions required to enable them.

Features

Action Required to Enable Feature

Automatically Available

Administrator Action Required

Configuration

Easier Administration Enhancements which make creating and maintaining blueprints faster and easier

Inline Quantities & Discounts Allows sales reps to adjust quantities and enter discounts while configuring products

Bundling Enhancements Bundles can contain up to 25 features and are available on dynamic product rules

Pricing

Custom Pricing Rules Rules can be created which discount products when business-specific criteria are met

Mass Create Pricing Rules Create large numbers of custom pricing rules by copying and pasting a table from a spreadsheet into the browser

Quoting

Custom Colors Choose colors for a proposal template using a hex code

Related Lists Print a table on the proposal which lists the records in any related list available on a quote

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UPDATING PERMISSION SETS

After updating BigMachines Express administrators must take the following steps to add the new

metadata to any custom permission sets. This will enable access to all the necessary end user pages,

setup pages and settings and prevent error messages for end users. These steps are required for both

manual upgrades and automatic push upgrades.

NOTE: These steps are not required for the permission sets packaged with the Basic, Configuration and

Pricing modules. These permission sets will be automatically updated. Packaged permission sets are

identified by having a namespace prefix of BMXB, QConfig or BMXP.

STEP BY STEP INSTRUCTIONS

These step-by-step instructions are general instructions and the images may not directly correlate to the

permissions which need to be added with this update. For that detail please reference the New

Metadata section below.

STEP 1:

Navigate in Salesforce to: Username > Setup > Manage Users > Permission Sets

NOTE: Depending on your Salesforce UI settings the Setup link may be under the user name drop down

menu or to the right of your username.

STEP 2:

Select a permission set to edit. This will need to be done for all custom permission sets. Each permission

set is specific to one module.

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STEP 3:

On the Permission Set Overview page, you will need to edit the following settings: Object Settings, Apex

Class Access and Visualforce Page Access.

Select Object Settings.

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STEP 4:

Select the BigMachines Express Object that you need to grant access to.

See the New Metadata section below for a complete list of objects which must be updated.

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STEP 5:

On each object you must update the Object Permissions and/or the Field Permissions. Click Edit. For

new Objects assign the appropriate Object Permissions (CREDVM) and Field Permissions (Read, Edit) for

each user type. For new Fields assign the appropriate Field Permissions (Read, Edit) for each user type,

object permissions for existing objects do not need to be changed.

See the New Metadata section below for specific detail on which permissions are required for each user

type.

Save the changes.

Repeat Steps 4 and 5 for each new object and field.

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STEP 6:

Return to the Permission Set overview page (see Step 3). Select Apex Class Access. Click Edit.

Select the Apex classes which belong to the module associated with this permission set. Enable the

selected Apex classes by clicking Add and Save. In most cases, each permission set will contain all the

Apex classes that begin with that module’s namespace.

See the New Metadata section below for specific detail on which Apex classes are new for each module.

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STEP 7:

Return to the Permission Set overview page (see Step 3). Select Visualforce Page Access. Click Edit.

Select the Visualforce pages which belong to the module associated with this permission set. Enable the

selected Visualforce pages by clicking Add and Save.

See the New Metadata section below for specific detail on which Visualforce pages are new for each

module and which user type should have them enabled.

Return to Step 2 and repeat for each custom permission set.

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NEW METADATA

These tables outline the access and permissions required for each module, user type and component.

CONFIGURATION

The following metadata is new in the Summer 14 update of the Configuration module.

FIELDS

Object Field User Type Read Edit

Product Rule Quantity Default Admin ✔ ✔ Quantity_Picklist Admin ✔ ✔ Quantity_Type Admin ✔ ✔ Quantity Default Sales User ✔ Quantity_Picklist Sales User ✔ Quantity_Type Sales User ✔

PRICING

The following metadata is new in the Summer 14 update of the Pricing module.

OBJECTS

Object User Type CREDVM

Pricing Rule Definition Admin CRED Pricing Rule Detail Admin CRED Rule Definition Meta Admin CRED Pricing Rule Definition Sales User R Pricing Rule Detail Sales User R Rule Definition Meta Sales User R

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FIELDS

Object Field User Type REad Edit

Pricing Rule Pricing Rule Definition Admin ✔ ✔ Pricing Rule Definition Description Admin ✔ ✔ Unique Name Admin ✔ ✔ Pricing Rule Detail Pricing Rule Admin ✔ ✔ Rule Definition Meta Admin ✔ ✔ Value Admin ✔ ✔ Rule Definition Meta API Mergefield Admin ✔ ✔ API Object Admin ✔ ✔ Index Admin ✔ ✔ Operator Admin ✔ ✔ Pricing Rule Definition Admin ✔ ✔ Pricing Rule Pricing Rule Definition Sales User ✔ Pricing Rule Definition Description Sales User ✔

Unique Name Sales User ✔

Pricing Rule Detail Pricing Rule Sales User ✔ Rule Definition Meta Sales User ✔ Value Sales User ✔ Rule Definition Meta API Mergefield Sales User ✔ API Object Sales User ✔ Index Sales User ✔ Operator Sales User ✔ Pricing Rule Definition Sales User ✔

CLASSES

Class User Type

BMXP.CustomTypePricingPlugin Admin, Sales User BMXP.DefineRuleTypeCtrl Admin, Sales User BMXP.CustomTypePricingPlugin Admin, Sales User BMXP.DefineRuleTypeCtrl Admin, Sales User BMXP.PricingMassAdminCtrl Admin, Sales User BMXP.PricingNavCtrl Admin, Sales User BMXP.TestDefineRuleTypeCtrl Admin, Sales User BMXP.ValidationUtils Admin, Sales User BMXP.testCustomPricingRules Admin, Sales User

PAGES

Page User Type

BMXP.DefineRuleType Admin BMXP.PricingMassAdmin Admin

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QUOTING

The following metadata is new in the Summer 14 update of the Quoting module.

FIELDS

Object Field User Type REad Edit

Proposal Template Color Admin ✔ ✔ Color Sales User ✔

CLASSES

Class User Type

BMXQ.ColorUtil Admin, Sales User

PAGES

Page User Type

BMXQ.Quote_Related_List Admin BMXQ. Quote_Related_List_DOC Admin

RENEWALS

The following metadata is new in the Summer 14 update of the Renewals module.

CLASSES

Class User Type

BMXR. renewalsAssetTriggerHandler Admin, Sales User BMXR. renewalsOpptyTriggerHandler Admin, Sales User

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CONFIGURATION

EASIER ADMINISTRATION

Enhancements to the configuration blueprint setup pages make it faster and easier for administrators to

create, edit and maintain configuration blueprints. New features include:

Save and Clone Fields: quickly make copies of configuration fields

Save and Clone Configuration Rules: quickly make copies of configuration rules including their

conditions and actions

Search Blueprints: keyword search within a blueprint to quickly locate fields and rules

Improved Pagination: jump to any page of fields or rules within a blueprint

Quick Links in Error Messages: field delete error messages contain quick links to rules blocking

deletion

SETUP & USE

Save and Clone Fields

Administrators can now quickly duplicate fields using the new Save & Clone button on the field Edit

page. This allows users to create sets of similar fields and replace existing fields with fewer clicks.

Cloned fields have the word Copy appended to the original

field’s label and name.

NOTE: Cloned fields are not automatically saved, you must

save the new field before continuing.

Save and Clone Configuration Rules

Administrators can now also quickly duplicate configuration rules using the new Save & Clone button on

the configuration rule edit page. This allows users to quickly copy rules along with their conditions and

actions. This is particularly useful when creating mutually exclusive rules.

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Cloned rules have the word Copy appended to the

original rule’s name.

NOTE: Cloned rules are not automatically saved,

you must save the new rule before continuing.

Search Blueprints

Administrators can now quickly locate fields, configuration rules and product rules within a

configuration blueprint. This search box is located on the configuration blueprint detail page and helps

users more easily manage complex blueprints with large numbers of fields and rules.

The blueprint filter will filter on field label, configuration rule name, product and product rule name. The

filter does not filter against conditions, actions or operators. Clicking the Clear button clears the filter

and returns all items in the blueprint.

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Improved Pagination

Administrators can now quickly jump to any page in the

list of fields, configuration rules or product rules on the

configuration blueprint detail page. This makes it easier

for users to navigate to items in large blueprints.

Quick Links in Error Messages

Administrators can now jump to configuration rules and product rules via quick links in the field delete

error message displayed on the configuration blueprint detail page. Clicking on the quick link opens the

rule blocking the deletion of a field in a new tab allowing the user to edit the rule and resolve the error

more quickly.

INLINE QUANTITIES & DISCOUNTS

Sales reps can now edit the quantity of individual line items and enter discounts while configuring

products. This reduces clicks and makes quoting more intuitive for end users by consolidating this

functionality into a single user interface. It also simplifies blueprints by eliminating the need for

additional fields to capture simple product quantity inputs. This functionality can be selectively enabled

by the administrator. New features include:

Inline Quantities: sales reps can enter or change the quantity value of line item using a

number or a pick list

Inline Discounts: sales reps can enter a discretionary discount on line items using a percentage

SETUP & USE

Inline Quantities

Sales reps can now change the quantity of line items directly in the configurator using a value or a pick

list of numbers. An input field appears in the line item grid in place of the quantity value when enabled

by the administrator.

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Administrators can enable this functionality on individual product rules. This gives administrators the

ability to control which line item quantities can be changed and use rule conditions to only allow

changes when specific business rules are met.

Administrators activate this feature by

modifying the new quantity type field on the

product rule edit page.

Value: Static number set by the admin

Field: Static value set to the value of a

number field

Editable Value: User editable number with a

default set by the admin

Editable Picklist: User editable numeric

picklist with a default set by the admin

NOTE: By default all product rules remain not editable after update. Bundled features cannot have

editable quantity values.

Inline Discounts

Sales reps can now add a percent discount to line items directly in the configurator. An input field

appears in the line item grid in new discount column when enabled by the administrator. This reduces

clicks for the sales rep by reducing reliance on the standard Salesforce Edit Line Items page.

Administrators can enable this feature on the Edit Layout page.

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Located below the tabs and sections grid on the

Edit Layout page a new section for adding

additional columns to the line item grid is

available. Checking the Discount column

enables the discount column for all line items in

the configurator.

NOTE: By default the discount column is unchecked and inline discounts are not available to sales reps

after update. Bundled features cannot have additional discounts.

BUNDLING ENHANCEMENTS

Bundling functionality has been expanded to allow for bundles with more conditional features (25) to

support more complex systems or more variable scenarios. Features and pricing formulas are now also

available for use with dynamic product rules. New features include:

25 Features per Product Rule: product rules can have up to 25 features with conditions

Features on Dynamic Product Rules: products added using dynamic product rules can now

have features

Price Formulas on Dynamic Product Rules: administrators can now define the price of a

dynamic product using a formula

SETUP & USE

25 Features per Product Rule

Administrators can now have up to 25 features on a product rule. This enhancement is immediately

available on update and requires no action.

Features on Dynamic Product Rules

Administrators can now include features on dynamic product rules. This allows administrators to

dynamically add bundles to configurations when the bundle’s parent product’s name matches a formula

defined by the administrator. This enhancement is immediately available on update and requires no

action.

Price Formulas on Dynamic Product Rules

Administrators can now set the price of a dynamic product using a price formula. This enhancement is

immediately available on update and requires no action.

NOTE: Bundling, Dynamic Product Rules and Price Formulas were introduced in the Spring 14 update.

For more information on their use please reference the Spring 14 release notes or the knowledge

articles in My Oracle Support.

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PRICING

CUSTOM PRICING RULES

Administrators can define new pricing rule types using their own criteria. These conditions can refer to

standard or custom fields on the opportunity, quote, product, account or user. Customers can now

create unique pricing rules which are tailored to their sales strategy. Examples include, but aren’t limited

to:

Regional Pricing: discount specific products or product groups on quotes to accounts in a

specific country, state or geographic region

Promotional Pricing: discount specific products or product groups on quotes issued between a

given time frame

Partner Pricing: discount specific products or product groups on quotes that are created by

specific partner users or for partner account types

Tiered Account Pricing: create simple layered pricing scenarios where certain account types

(strategic, government) use a different volume discounting structure than other account types

(commercial, general).

SETUP & USE

Custom Pricing Rules

Administrators can now define new pricing rule types using a table-based system in which each column

correlates to a Salesforce field and the value of that field is a condition which must be met in order for

the pricing rule to execute.

Administrators begin by clicking Define New Rule Type on the pricing rules setup page.

Each rule type is given a label and a unique

name. The rule label will be displayed as the

price source to sales reps on the configuration

page and as a field on the quote line item.

Custom pricing rules types are then given up to 5 conditions.

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Each pricing rule condition will contain a Salesforce object, a field on the selected object and an

operator.

The Salesforce objects available for use in custom pricing rules are:

Account Contact Product Opportunity

Quote Quote Line Item User

Once a new custom pricing rule type has been

created it will appear as a selection in the pricing rule

navigation menu.

Selecting your new rule and clicking Go will allow you

to add pricing rules to your new custom pricing rule

type.

When creating a new pricing rule, the

user will choose values for each condition,

which will cause the rule to be triggered.

The user will also set the discount and

discount type to apply.

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In this example pricing rule, any account in Illinois that is part of a “New Business” opportunity type

containing a product in the “Software” product family will receive a 25% discount.

NOTE: Once a pricing rule type has been created and rules have been saved for it, the conditions can

only be changed by deleting all of the conditions or creating a new rule type.

MASS CREATE PRICING RULES

Create large numbers of custom pricing rules by copying and pasting a table from any spreadsheet or

database software into the custom pricing rule setup page within the browser. By preparing pricing rule

tables offline using traditional office applications like Microsoft Excel or Google Spreadsheets,

administrators and product managers can create large amounts of data programmatically, collaborate,

and/or leverage existing data to build new pricing rules in the Pricing module.

SETUP & USE

Mass Create Pricing Rules

Administrators can now create large numbers of custom pricing rules in bulk by copying a table from a

spreadsheet and pasting it into the new Mass Create page. Once a user has created a new custom

pricing rule type, a Mass Create button is available on the pricing rule type page.

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On the mass create page the user is given a blank table.

Using spreadsheet software like Microsoft Excel, the administrator or other stakeholders can prepare a

table of pricing rules, highlight up to 800 rows and paste them into the web browser.

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NOTE: Once you have mass created and saved pricing rules, there are two ways to edit or delete them:

1. Edit or delete each pricing rule individually

2. Delete the custom pricing rule type, recreate that pricing rule type, and then mass create a new set

of pricing rules

As such, care should be taken to validate spreadsheet data prior to loading it to prevent administrators

from having to repeat work.

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QUOTING

CUSTOM COLORS

Administrators can choose a custom color for the provided style templates in the Quoting module.

Customers can now select the proposal style they’d like and match it to corporate branding using a color

hex code.

SETUP & USE

Custom Colors

Administrators can now define the color used by each of the provided style templates by entering a 6

character color hex code. This setting is available on the layout tab of the proposal template page.

Users can select from any of the style templates

provided and enter the desired color code. The

hex code for the new color will replace the

primary color of the provided style. A secondary

color for the template will be inferred from the

primary color.

NOTE: The hex code must be preceded by the #

symbol as shown. The Standard style contains

color and the hex code entered will have no

effect.

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RELATED LISTS

Proposals can now contain additional related lists other than line items. Additional related lists can be

used to detail for the buyer renewed assets, contacts, partners or other miscellaneous information

stored on the quote that may be relevant.

SETUP & USE

Related Lists

Administrators can now add additional sections to proposal templates which include many standard and

custom related lists on the quote object. Each related list can be customized to include up to 8 columns

and given a custom section header name.

The available related lists on the quote will be shown in the proposal section selector on the layout tab.

Each included related list will appear on the proposal as a new section if it has records. All related lists

will use the same style as the line item grid for the chosen style template.

A new tab is available on the proposal template page for related lists.

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On the related lists tab users will define how each available related list will be displayed when included

on a proposal.

Each related list can be given a section label which will display as the heading

All fields on the related object are shown as available fields and up to 8 can be selected and

ordered

The records of the related list can be sorted by any available field

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ADDITIONAL INFORMATION

BROWSER SUPPORT

In most cases, when using standard functionality, BigMachines Express Summer 14 is compatible with all browsers supported by Salesforce. For more information, see this article.

The new Mass Create page relies on modern web technologies including HTML5 and CSS3 and as such, requires modern browsers that support those web technologies.

Mass Create supported browsers: IE9+, Chrome 31+, Firefox 26+, Safari 7

Word Output is supported on the latest two releases of Microsoft Word for Windows only.

Word Output supported versions: Microsoft Word 2010 for Windows, Microsoft Word 2013 for Windows

DISCLAIMER

These Release Notes are provided for high-level informational purposes only and are not intended to function as a specification or to replace the Product Help and/or User Guide.

REVISION HISTORY

This document will continue to evolve as existing sections change and new information is added. All

updates are logged below, with the most recent updates at the top.

Date What’s Changed Notes

August 8th, 2014 Added Updating Permission Sets and New Metadata Sections

These changes outline important required steps for administrators following update.

IMPORTANT: Please note it is possible that not every change has been covered in this document. The

Revision History section, found above, will be utilized to rectify and recognize these instances. Please

refer to the Product Help available in My Oracle Support for the most up-to-date documentation,

detailed instructions, and use cases.

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