Get Ready for CPQ Cart Configuration
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how to prepare for CPQ Cart configuration.
- List the features that are supported and not supported by Industries CPQ Cart in LWC.
- Describe the use of FlexCard Designer and Experience Cloud.
Prepare for CPQ Cart Configuration
Where do I start?
At this point, you have a general idea of how CPQ Cart works out of the box. To prepare for CPQ Cart configuration, examine your use case for CPQ Cart. Is it for sales representatives? Is it for clients? What are your business requirements? Who are you working with to configure CPQ Cart? What do your stakeholders want to accomplish? These are just a few questions you should consider.
Look for opportunities to develop a prototype that matches your business needs. It’s recommended that you create a working software throughout your implementation—first with a CPQ Cart reference application and then with a prototype, which is developed into your final deployment. This enables user feedback and app refinement, and maximizes the positive impact on your business.
Prototypes are typically run for a short time (for example, 2 to 6 weeks). An end-to-end prototype identifies the core design of your app and discovers any technical issues and gaps before the production build commences. Prototyping early in the process increases the opportunity for elegant solutions. By the end of the prototyping period, your resulting prototype becomes the basis for the final application.
What is the out of the box experience for CPQ Cart?
So where do your business requirements and the out of the box CPQ Cart experience align? You can start to determine how many configurations and/or customizations will be required by reviewing the out of the box features of CPQ Cart.
Industries CPQ Cart in LWC includes the following features.
- Asset Viewer with bulk asset change
- Catalog browsing
- Product and bundle configuration before adding to the cart
- Persistent cart UI while navigating between Cart tabs
- Products, promotions, and discount search
- Manual price adjustments
- Quote and order line grouping
- Movement of an asset to a quote or order
- Discount approval
- Custom discounts
- Multi-site quotes and orders
- Experience Cloud support
Industries CPQ Cart in LWC doesn't support these features.
- Multi-language support
- Right-to-left text
- The Collapsible Hierarchy setting
Experience Cloud and FlexCard Designer
When it comes to bringing CPQ Cart to an Experience Cloud page, you pass the objectApiName (for example, “Order”) and recordId values from your URL into the parent LWC. You can render the child components of CPQ Cart with conditional rendering in the HTML file with the record-id property. The record-id and object-api-name values should be passed to each child CPQ Cart component.
If you need to modify the functionality of existing CPQ Cart FlexCards, you can create new LWCs and incorporate them into CPQ Cart with FlexCard Designer. Simply deploy the components to your Salesforce org, and then drag and drop them into CPQ Cart with FlexCard Designer. To learn how to create new LWCs, see the Quick Start: Lightning Web Components project on Trailhead.
Let’s find out more about Flexcard Designer in the next unit.