Setting up Guided Scoping

Complete the following setup tasks to configure guided scoping.

Permissions

To access the objects required to configure guided scoping, you must have the SCPQ - Manage Scoping Requirement Sets permission set. You must also assign the SCPQ - Manage Scoping Sessions permission set to users who will be using scoping sessions. For more information about assigning permission sets, see the Salesforce Help.

Layouts

You must add the Scoping Session related list to the Opportunity page layout, and the Scoping Requirement Set related list to the Estimate Product page layout. For more information about editing page layouts, see the Salesforce Help.

Flow Identifier

You can configure the flows that display when creating a scoping action to make it easier to identify the one you need.

By default, only active, autolaunched flows that contain the string Guided Scoping in their description are displayed. To customize the flows displayed, you can update the string value in the Guided Scoping Flow Identifier field in the Services CPQ Settings custom setting.

For more information, see Guided Scoping Flow Identifier and Creating a Scoping Action.

Filter Fields

You can configure the fields that are displayed in the Filter panel when adding estimate products to a scoping session.

By default, the fields in the Scoping Session Est Prod Filter Fields field set are used, which you can customize the contents of. Alternatively, you can use a different field set by providing its API name in the Scoping Session Est Prod Filter Fields field in the Services CPQ Settings custom setting.

For more information, see Estimate Product Field Sets and Scoping Session Est Prod Filter Fields.

Services CPQ – Salesforce CPQ Connector

If the Services CPQ – Salesforce CPQ Connector is installed, you can run a Feature Console step to add a custom action named Create Scoping Session to the quote line editor, enabling you to create a scoping session directly from a quote. For more information, see Setting up the Services CPQ – Salesforce CPQ Connector.

Configuring Guided Scoping

You're now ready to configure guided scoping. The following diagram displays the sequential configuration flow.

Flowchart for setting up Guided Scoping

Tip:

You can use Datastream to quickly and easily create or update requirement sets, requirements, and requirement responses for guided scoping by importing data from a spreadsheet.

Example: Create Guided Scoping Records

This example shows data to import records for guided scoping in a single action. An empty row separates each object.

ffscpq__Estimate_Product__c	Name	ID
	Certinia Demo	EP1

ffscpq__Scoping_Requirement_Set__c	Name	ID	ffscpq__Estimate_Product__c
	Certinia Demo Requirement Set	RS1	EP1

ffscpq__Scoping_Requirement__c	Scoping Requirement Body	ffscpq__Scoping_Requirement_Set__c	ID	Display and Run Order
	Write Solution Design Document	RS1	SR1	1
	Configuration	RS1	SR2	2

ffscpq__Scoping_Requirement_Response__c	Scoping Requirement Response Body	Display Order	Default Response	ffscpq__Scoping_Requirement__c
	Out of Scope	1	TRUE	SR1
	Low Complexity	2	FALSE	SR1
	Medium Complexity	3	FALSE	SR1
	High Complexity	4	FALSE	SR1

ffscpq__Scoping_Requirement_Response__c	Scoping Requirement Response Body	Display Order	Default Response	ffscpq__Scoping_Requirement__c
	Out of Scope	1	TRUE	SR2
	Low Complexity	2	FALSE	SR2
	Medium Complexity	3	FALSE	SR2
	High Complexity	4	FALSE	SR2