CPQ Self Service

It looks like there is a need for some guidance here.  Sorry I have been dormant for the last while.  Busy busy with CPQ configurations and a growing company!  😀 

As far as CPQ Self Service goes: This is not out of the box and when this link references Self Service with a Customer Community, it means that you can display your CPQ interface in a Customer Community.  That is it.  There’s no other special “Customer Only” interface that is nice and looks like a shopping cart you’d see on a website somewhere.

CPQ Self Service is a highly customized (Visual Force and APEX Code and javascript and CSS) way to give your customers an *almost* cart.  I used the Line Editor and Configurator but that’s it.  All other navigation is Visual Force.  So here’s a high level step by step:

  1. Create Visual Force Page for entering in their contact information.  We did it on the Lead and put a Lead reference on the SBQQ_Quote.
  2. On Save (in APEX controller for VF Page), Create Lead, Create Quote, attach Quote to Lead, forward user to Line Editor for that Quote.
  3. Remove all Custom Actions from the Line Editor.
  4. Create Visual Force Page to navigate to after they’ve saved their Quote.
  5. Create a Custom Action as a Save button that saves the Quote, generates the Outgoing Document, and then forwards the user to the above VF Page (all of this is APEX).
  6. Make sure your VF Page has a link to the Outgoing Document generated above so the user can download it.
  7. We also did things like:
    1. On Lead creation, assign it to a “Web Quotes” Queue so reps can follow up.
    2. On Lead conversion, assign the created Opportunity to the Quote (attached to the Lead), make the Quote Primary, etc.

DP

3 thoughts on “CPQ Self Service

  1. Hi Palmer, may i know what are licences do we need to implement CPQ self service? .Also may i know at which point user will need to login to Salesforce in check out process?

    1. Hey Ravi,

      Unfortunately, there is no check out process. There is no self service offered by Salesforce CPQ. This is a “you write your own self service” thing. When you implement your own check out process, you get to say when they log in.

      If you make your self service with a community, you will need the CPQ Community licenses if you want your customers to log in. You’ll be able to utilize the register/login part of the community for this. You’ll need some automation to grant new users Community CPQ Licenses. I believe you can also purchase CPQ Community by access/page load from SFDC.

      If you do it with a site, you can configure a user in the site to access your vf pages with, so your customers don’t have to log in. If you do want them to log in, with a site, you’ll have to write your own login/register logic.

      Thanks,
      Dennis

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