Manage Enterprise quotes more efficiently using the Enterprise Sales App.
This feature is part of the Communications Cloud managed package.
The Enterprise Sales App utilizes the Salesforce console framework to provide a tab-based workspace. In this workspace, work on multiple quotes and related records simultaneously without losing context. Access the standard Enterprise Quote functionality through this streamlined interface, designed for faster navigation and multitasking.
Enable Enhanced Console App Handling
To ensure the Enterprise Sales App functions correctly when multiple quote tabs are open and is accessible to the intended users, enable two settings: enhanced event handling via Custom Labels, and app visibility via Profile settings.
Enabling enhanced event handling modifies how component events
(PubSub) are processed. The CMEXUseConsoleAppEnhancedHandling custom label
appends a unique identifier (Tabld/Cartld) to event names. For example,
b2b_update_cart becomes b2b_update_cart_<unique
TabId>. After enabling this setting, you must verify that any custom code
interacting with standard Enterprise Sales Management components continues to function
correctly. Update custom event listeners if necessary to match the new event naming
convention.
Helper methods are useful in a Salesforce Console App for refreshing or
updating components in the tab in which the event is registered. Helper methods for handling
events with the unique identifier are available in b2bBaseComponent and
b2bGuidedBaseComponent. These base methods provide wrappers for a pub-sub
utility, making it easier to communicate when there are multiple quote tabs open.
Developer Consideration
For custom components or code interacting with standard components in a multi-quote
console environment, make sure that the unique TabId value is passed correctly after
enabling this label. Pass this key to HTML components (for example,
<c-b2b-offer-config unique-tab-id={uniqueTabId}>) and include it
in calls to b2bNavigationUtils methods (for example, routeDetails
(this.getUniqueTabId()), getCacheData(key,
this.getUniqueTabId()))). Update your PubSub method calls to use the
this context from pubsub.register(event_name,
callbackFn) to this.pubsubregister(event_name, callbackFn),
from pubsub.fire(event_name, pubsubType, data) to
this.pubsubfire(event_name, pubsubType, data), and from
pubsub.unregister(event_name, callbackFn) to
this.pubsubunregister(event_name, callbackFn).
Although recommended for multi-quote console use, these adjustments aren't required if you use only a single quote tab at a time, because enabling the label has no functional impact in that scenario.
- Enable Enhanced Event Handling via Custom Label Override (Managed Package)
Enable enhanced event handling for the Enterprise Sales App by using a Custom Label override to support multi-tab operations. - Enable Enterprise Sales App Visibility via Profile (Managed Package)
Configure the profile settings to make sure that the Enterprise Sales App is visible to the appropriate users.