{"id":694,"date":"2021-01-18T13:33:34","date_gmt":"2021-01-18T13:33:34","guid":{"rendered":"http:\/\/morecpq.com\/?p=694"},"modified":"2021-01-18T13:36:28","modified_gmt":"2021-01-18T13:36:28","slug":"cpq-feature-recommended-products","status":"publish","type":"post","link":"https:\/\/morecpq.com\/index.php\/2021\/01\/18\/cpq-feature-recommended-products\/","title":{"rendered":"CPQ Feature! Recommended Products!"},"content":{"rendered":"\n

I can not tell you how many times someone has requested to see recommended products after adding a bunch of stuff to the line editor. It’s probably in the top ten functionality requests. I always have to implement some sort of lookup product rule based on their criteria for the recommendations.<\/p>\n\n\n\n

Well look no further! There’s actually a hook built in now that you can attach to. It needs: a Custom Object, an APEX class, a Package Setting, and a Custom Action record update. All are below.<\/p>\n\n\n\n

Custom Object<\/span><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

APEX Class<\/span><\/strong><\/p>\n\n\n\n

global class RecommendedProductsPlugin implements SBQQ.ProductRecommendationPlugin {\n    global PricebookEntry[] recommend(SObject quote, List<SObject> quoteLines) {\n        \/\/ Get the price book Id of the quote\n        Id pricebookId = (Id)quote.get('SBQQ__PriceBookId__c');\n        \n        \/\/ Get Ids of all products in the quote\n        Id[] productIdsInQuote = new Id[0];\n        for (SObject quoteLine : quoteLines) {\n            Id productId = (Id)quoteLine.get('SBQQ__Product__c');\n            productIdsInQuote.add(productId);\n        }\n        \n        \/\/ Query the recommendation custom object records of all products in quote.\n        ProductRecommendation__c[] recommendations = [\n            SELECT RecommendedProduct2Id__c\n            FROM ProductRecommendation__c\n            WHERE Product2Id__c IN :productIdsInQuote];\n        \n        \/\/ Get Ids of all recommended products\n        Id[] recommendedProductIds = new Id[0];\n        for(ProductRecommendation__c recommendation : recommendations) {\n            recommendedProductIds.add(recommendation.RecommendedProduct2Id__c);\n        }\n        \n        \/\/ Query the price book entries of the above recommended products\n        PricebookEntry[] priceBookEntries = [\n            SELECT Id, UnitPrice, Pricebook2Id, Product2Id, Product2.Name, Product2.ProductCode\n            FROM PricebookEntry\n            WHERE Product2Id IN :recommendedProductIds AND Pricebook2Id = :pricebookId];\n        return priceBookEntries;\n    }\n}<\/code><\/pre>\n\n\n\n
Package Setting<\/span><\/strong><\/p>\n\n\n\n
\"\"<\/figure>\n\n\n\n
Custom Action Record Update<\/span><\/strong><\/p>\n\n\n\n
\"\"<\/figure>\n\n\n\n
Notes<\/span><\/strong><\/p>\n\n\n\n
Note<\/strong>: Shows a max 2000 records.  To sort the records, add a Sort number field to your custom object and update the APEX code to sort by the Sort field.
Note<\/strong>: Doesn’t Support Large Quoting Experience.
Note<\/strong>: The Recommended Products screen uses the Search Results field set on the Product object for its columns.
Note<\/strong>: Supports field level security on fields included in the plugin. Users will not see fields from the Search Results field set they don’t have access to.<\/p>\n\n\n\n
\"\"<\/figure>\n\n\n\n
Demo<\/span><\/strong><\/p>\n\n\n\n
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Reference<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"
I can not tell you how many times someone has requested to see recommended products after adding a bunch of stuff to the line editor. It’s probably in the top ten functionality requests. I always have to implement some sort of lookup product rule based on their criteria for the recommendations. Well look no further! …
Continue reading CPQ Feature!  Recommended Products!<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-694","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack-related-posts":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/694","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/comments?post=694"}],"version-history":[{"count":12,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/694\/revisions"}],"predecessor-version":[{"id":712,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/694\/revisions\/712"}],"wp:attachment":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/media?parent=694"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/categories?post=694"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/tags?post=694"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}