Synchronize Product Pricing Solution Kit
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Synchronize Product and
Pricing Data
Salesforce Spring
salesforcedocs
Last updated November
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CONTENTS
Synchronize Product and Pricing Data
Workflow
Design Considerations
Connector
Configurations
SYNCHRONIZE PRODUCT AND PRICING DATA
Establish a single source of truth for products and pricing data in CPQ and BB Commerce
Get Started
Take Trailhead modules related to this solution
Salesforce Solution Kits Quick Look
This solution kit helps you
Establish a connected single source of truth for products and price data
Store all product data in CPQ and BB Commerce
Maintain a separate product catalog between channels to sync any or all products needed
Required Products
BB Commerce Cloud
Salesforce CPQ
Sales Cloud Service Cloud or an Industry Cloud such as Consumer Goods Cloud or Manufacturing Cloud
BB Commerce and CPQ Connector
Implement This Solution
Workflow
Learn how data flows through the configurations to synchronize product and pricing data
Design Considerations
For the best outcomes keep these design considerations in mind Use the connector and other required products to synchronize
product and pricing data
Connector
Connectors are developer enablement frameworks that accelerate crosscloud integration by providing code configuration and
implementation patterns Use the CPQ BB Commerce Cloud Connector to synchronize product and pricing data
Synchronize Product and Pricing Data
Workflow
Configurations
Use these configurations to synchronize product and pricing data
Workflow
Learn how data flows through the configurations to synchronize product and pricing data
Workflow
Note We assume that the Pricing Manager is the CPQ Admin This Admin is responsible for creating all product and pricing data
The BB Admin enriches the data to meet the needs of the Commerce tool using Discounts Promotions and other features
Synchronize Product and Pricing Data
Design Considerations
Related Content
Take the next steps in this implementation
Design Considerations
Connector
Configurations
Design Considerations
For the best outcomes keep these design considerations in mind Use the connector and other required products to synchronize product
and pricing data
Avoid Duplicating All Data Between the BB Commerce and CPQ Clouds
We recommend that you enrich BB Commercespecific metadata in BB only Dont replicate on the core Product object Examples
are BB Product Categories Product Images and SEOrelated information
Test Data Strategy and Use a Partial or Full Sandbox
Test connector and data synchronization from a sandbox environment Dont start by completing the process from a Production Instance
Create Reports with a Custom Report Type for the CPQBB Log Object
Monitor performance and effectively swarm issues that affect the customer shopping experience
Monitor and manage the Error Logs and LastSyncDatec field
Database of Record DBOR
Make updates to the core metadata only in CPQ The connector doesnt use a bidirectional sync between BB Commerce and CPQ
Follow the following sequence to update
Update to CPQ standard objects
Sync to CC objects
Run product index in BB Ensure that all integrations scheduled loads and related actions follow the data flow sequence Align
data between CPQ and BB and share with external community users
Product Index Monitoring
Manually refresh your index at any time Schedule the Batch Apex Jobs to automatically run from the Apex Jobs Queue
Key Considerations
Localization
The connector doesnt currently handle localization To localize customize the unmanaged package for the connector It uses a storefront
localization Product in object
MultiCurrency Price books
For pricing publish Currency ISO Code on the Commerce Price List data model CC Price Lists It uses a Commerce Price List data model
Commerce uses one currency in the CC Price Lists mappings to support price books as multicurrency
Synchronize Product and Pricing Data
Design Considerations
This links CC Price List currency as items to accommodate a multicurrency path For example if a Price book has USD and CAD prices
and links to a USD currency CC Price List it syncs only USD prices To sync the two prices the user must create a second CC Price List
with CAD currency
Limitations and Guardrails
Business requirements rely on modifications to the code in the package
Customize package and object configurations to support more CPQ functionality and CPQ Product Types
Contract Pricing Sync
Managing Kits Dynamic Kits and Product Bundles for CC Commerce
Managing Tier Pricing for CC Commerce Products
Supporting Percent of Total Products in CC Commerce
A payment integration or implementation is necessary and not included in the connector
BB Commerce assumes that a certain level of information exists for order details Customize the BB order page or sync other
shipping and payment information The Connector doesnt sync them
BB Commerce to CPQ Connector currently syncs core product and pricing objects between CPQ and BB It doesnt support Contract
Pricing sync but you can extend them with customizations
Contract Pricing
SBQQContractedPrice
CC Price Group Account
CC Price Group
CCLastSyncDatec
SBQQContractedPriceIdc
SBQQContractedPriceIdc
SBQQContractedPrice
CC Price Group Item
CC Price Group Pricelist
CCLastSyncDatec
SBQQContractedPriceIdc
SBQQContractedPriceIdc
Related Solution Kits cover key mapping fields for objects
Performance and Scalability Considerations
When the Product and Pricing sync completes it enriches BB Commercespecific metadata like SEO and Product Categories in BB
Commerce
Data Syncing processes run regardless of CPQ and BB permissions It includes permissions added to users who modify metadata
in Salesforce CPQ after the connector setup
Refer to the Implementation Guide Technical section for instructions on code modifications required to support the desired automation
requirements
Data Sync
Approach
Products and Pricing
Platform Events
Scheduled Batch Classes
Queueable Framework
Synchronize Product and Pricing Data
Connector
Related Content
Review earlier steps in this solution
Workflow
Take the next steps in this implementation
Connector
Configurations
Connector
Connectors are developer enablement frameworks that accelerate crosscloud integration by providing code configuration and
implementation patterns Use the CPQ BB Commerce Cloud Connector to synchronize product and pricing data
The CPQ BB Commerce Cloud Connector is an unmanaged package from Salesforce Labs It allows BB Commerce and CPQ customers
to configure or customize functionality Sync products pricing quote requests and orders in both clouds
Use one data model pricing engine and a unified process built around customer engagement from CPQ Create omnichannel
customerdriven experiences
The connector supports the following use cases
Synchronize Product and Price Data
Convert Cart to Order
Request for a Quote
Buy Again with Synchronized Order History
General Connector Information
Connectors are a developer enablement framework that accelerates crosscloud integration Connectors arent a standalone product
Connectors support a core set of use cases and can be extended to support more customerdriven use cases
Connectors require customization and configuration in BB Commerce and Salesforce CPQ
Plan your connector implementation with a data strategy and governance policy
What Your Company Can Do with This Connector
Each connection point supports a core set of use cases enabled individually through custom metadata configurations These connections
meet your specific business requirements You can disable them as needed such as for scheduled maintenance or data ETL activities
Product and Price book
Cart and Quoting
Orders and CC Order
Note See the following visualized data flows You reduce system complexity with a unified master data shared data model and
single source of truth
Connected Selling and Buying
Synchronize Product and Pricing Data
Connector
Synchronize Quoting and Order History
Connected Products and Pricing
Create CPQ Product and Price Data and Sync to BB Commerce
Synchronize Product and Pricing Data
Connector
Note The CPQ BB Connector supports a oneway sync for Product and Pricing logic
Table Data Synchronization
Data Sync
Approach
Products and Pricing
Platform Events
Scheduled Batch Classes
Queueable Framework
Transactional Carts Quotes and Orders
Triggers
Future Methods
Factors to Consider
Volume of data product catalog and price lists
Frequency of changes in business process impacting Pricing or Product Data
Integrated systems and other data flows
Scalability and performance
Considerations
Product and Pricing Assumptions
The Connector lets you sync Simple Products with a flat price
Connector Guardrails
Unsupported Product Types
To support the following BB products make other customizations in the Connector sync
Aggregate Products
Assembly Products
Unsupported Complex CPQ Product Bundles
Without other customizations we dont recommend using complex CPQ Product Bundles with many Options and Constraints Theyre
not ideal for using with selfservice or the Connector
BB Product Entitlements
The Product and Pricing Sync process doesnt automate the BB Product Entitlements Associate The Account Groups to the Price
Lists after completing the Product and Pricing Sync in BB Commerce
Discounts and Promotions
We recommend that you manage discounts and promotions for BB Commerce in BB Dont sync the information from CPQ
Data Strategy
Connector Data Flow Strategy and Governance
Synchronize Product and Pricing Data
Configurations
Advanced product and pricing capabilities within CPQ arent available inBB For example Bundles and Rules
ERP as the Product and Pricing Master
Dont directly integrate BB Commerce with the ERP The functionality supported in the Connector and the approaches listed here
assume that CPQ is the publishing data source for BB Commerce
Product Index Synchronization
Synced Products in BB appear only in a Storefront after refreshing the Product Index
Related Content
Review earlier steps in this solution
Workflow
Design Considerations
Take the next steps in this implementation
Configurations
Configurations
Use these configurations to synchronize product and pricing data
Prerequisites These configurations require a Permission Set assignment to CPQ BB Connector Admin and the CPQ and BB Commerce
Administration areas
Install and Perform Initial Setup
After installation of the connector package enable CPQ BB Commerce Connector Settings for SKU Product and Pricing Sync records
Navigate to Setup Custom Metadata Types Connector Sync Config Manage
Update Page Layouts using the Product and Pricing Sync Instructions of the installation guide
Create Custom Fields on Pricing and Product Objects
The following tables show the recommended core metadata CPQ and BB Commerce fields They represent a to mapping with the
SKU and Pricing Sync Process Include other custom fields for more business requirements
Table Product Fields
Product
CC Product
CCQuantityPerUnitc
ProductIdc
CCStartDatec
ProductTypec
CCEndDatec
CCLongDescriptionc
Synchronize Product and Pricing Data
Configurations
Product
CC Product
CCStorefrontc
CCProductTypec
CCLastSyncDatec
Table Pricing Book Fields
Price book
CC Price List
CCStartDatec
PriceBookIdc
CCEndDatec
CCStorefrontc
CCLastSyncDatec
Table Pricing Book Entry Fields
PriceBookEntry
CC Price List Item
CCPriceListIdc Formula
PriceBookEntryIdc
CCProductc Formula
PriceBookIdc Formula
CCStartDatec
CCEndDatec
CCItemTypec
CCMinQtyc
CCMaxQtyc
CCReoccuringPricec
CCLastSyncDatec
Custom Field Notes
CCLastSyncDatec
Use this field for managing Data Events that link data from one cloud to the other Add this field on all source CPQ Objects mapped to
a sync process with the Connector for reporting and monitoring
Product
CCProductTypec
Picklist for Commerce Products Simple Product Tier Priced Product Product Bundle Kit Dynamic Kit Percent of Total Product
CC Product
Use an extra custom attribute ProductTypec to capture the value passed Track product types that arent supported BB Commerce
outofbox such as Percent of Total
PriceBookEntry
Synchronize Product and Pricing Data
Configurations
CCPriceListIdc
Formula field links to CC Price List based on Price Book Id
CCItemTypec
Field type of pricing tiered simple If this value is tieredpublish the Discount Schedule associated with this Product as tier pricing
on the Price List Entry
CCRecurringPricec
Subscription field attribute captures support for recurring billing typically used for subscriptions
Managing Tier Pricing for BB Commerce Products
Publish the product and pricing details for BB Tier Priced Products Set up the product in CPQ with a Discount Schedule matching the
Tier Pricing structure
Stamp the value CCItemTypec on the object Price Book Entry as Tiered
Use a sync job to look at the Price Book Entry for this value If its set up as Tiered publish the Discount Schedule associated with this
Product Publish as JSON value on the attribute ccrzPricingTiersc related to CC Price List Entry object
Supplement the Installed Package CPQ BB Mapping Custom Metadata
Follow this path Setup Custom Metadata CPQ BB Mapping Manage Records
Create a metadata record to manage the field sync for the SKU Process For example the Connector process that uses the mapping
record logic
Select the source object from the picklist options Lead with CPQ objects first for SKU and Pricing process types with destination objects
of CC Commerce
Source Field picklist maps the from field to the Destination Field picklist including the custom fields created in step one
Choose the FieldMapping Service Class Select the option that matches your technical implementation setup and process
Review Data Between CPQ and BB Commerce
Determine the need for data load insert or update to CC Commerce Product and Pricing Objects
Test Batch and Sync to ensure that the setup carried over expected synchronized field sets
Review the CC Commerce Product Index Manually run and schedule future Product Index
Related Content
Review earlier steps in this solution
Workflow
Design Considerations
Connector
