Setting up BC Order to Contract Integration

You can use the BC Order to Contract Integration configuration wizard in Feature Console to enable and configure the Salesforce CPQ integration with Billing Central. This allows you to do the following directly from Salesforce CPQ orders:

  • Create new contracts.
  • Upsell existing contracts.
  • Create replacements contracts.
  • Renew existing contracts.

The wizard comprises the following:

Note:
The BC Order to Contract Integration configuration wizard also creates the CPQ Integrations - Billing Central Contract permission set, and assigns it to you. You must assign this permission set to your Salesforce CPQ users.

Enabling and configuring BC Order to Contract Integration

To configure the BC Order to Contract integration you must have:

  • Salesforce CPQ version 208 or above installed.
  • Disabled the BC Opportunity to Contract integration. You can only have one Salesforce to Billing Central integration active. You can disable the BC opportunity to Contract integration using the wizard, if required.

To enable and configure the BC Order to Contract integration:

  1. On the Feature Console tab, click the BC Order to Contract Integration feature.
  2. Click Launch to display the wizard.
  3. The Actions page displays the field and values used to determine the actions taken when you click the Prepare Contract button. The default field is Opportunity Type. You can select a different field, if required. You can select the actions that are performed for each Opportunity Type. If you have selected a different field to determine the actions, you must add the field values manually and select the actions for each value. Click Next.
  4. The Mappings page displays the default order to contract field mappings. You can accept the defaults, change the mappings and add order header and line item fields to the mappings. Click Next.
  5. The Layouts page lists the changes that you must make to your Salesforce order and Billing Central contract page layouts. You must make these changes manually. Click Next.
  6. The Summary page displays the configuration, including any changes that you have made. Click Save.
  7. Once the changes have been saved a confirmation displays. Click Finish to close the wizard. The integration is automatically enabled in Feature Console.
Note:

Saving changes to the BC Order to Contract Integration wizard can take 10 minutes (or more). If you encounter this issue, please be patient and wait for the wizard to finish saving.

Additional Tasks

After you have configured the integration you must:

  • Make the changes to the page layouts as listed on the wizard.
  • Assign the CPQ Order page layout to your Salesforce users.
  • Assign the following permission sets to your Salesforce users:
    • CPQ Integrations - Billing Central Contract
    • Billing Central- Contract
    • FDN Core - Read Only

Creating the Prepare Contract Lightning Action

To create the Prepare Contract Lightning action:

  1. From Setup, click Object Manager | Orders | Buttons, Links, and Actions | New Action.
  2. For the Action Type field, select "Lightning Component".
  3. For the Component field, select "ffbc:orderToContractQuickAction".
  4. For the Label field, enter Prepare Contract.
  5. [Optional] If you selected a standard label type in the previous step, you must enter the name.
  6. For the Height field, enter 295.
  7. Click Save.

Add the Prepare Contract Lightning action to your order page layout by dragging it from the Mobile & Lightning Actions section of the palette and dropping it in the Salesforce Mobile and Lightning Experience Actions section of the page layout.

For more information about adding Lightning actions to page layouts, see the Salesforce Help.

Amending the BC Order to Contract Integration Configuration

You can use the wizard to make the following changes to your BC Order to Contract Integration configuration:

  • Change the field value to action mappings.
  • Change the Salesforce order to Billing Central contract field mappings.

To amend your CPQ configuration:

  1. On the Feature Console tab, click BC Order to Contract Integration feature.
  2. Click Edit to display the wizard.
  3. Make your changes.
  4. Click Save.