Customize Your Enterprise Sales Management Implementation (Managed Package)

Extend and customize your Enterprise Sales Management implementation. Modify the user interface, self-service portal, asset viewer, and order management workflows. Learn to clone and modify Lightning Web Components, Integration Procedures, and Data Mappers to customize your solution.

This feature is part of the Communications Cloud managed package.

• Best Practices for Customizing Enterprise Sales Management (Managed Package)
  Avoid upgrade issues and improve maintainability by customizing your UI components by using slots. With slots, you can make changes to HTML files and reduce the time needed to retrofit customizations during each upgrade.
• Customize the Enterprise Self-Service Portal (Managed Package)
  The Enterprise Self-Service portal is available with default configuration and functionality. Depending on your business requirements, you can customize the portal to suit your needs.
• Customize the Location or Subscriber Fields in Enterprise Sales Management (Managed Package)
  In your Enterprise Sales Management org, the information displayed on the Location and Subscriber pages is determined by the field sets used by the Quote Member or Order Member object. These objects also determine the fields that are mapped when you upload locations or subscribers in a file.
• Customize Additional Quote Cloning Options in Enterprise Sales Management (Managed Package)
  Customize quote cloning options to suit your business needs by configuring the required related objects.
• Customize the Asset Viewer in Enterprise Sales Management (Managed Package)
  Go through assets in the asset viewer in Enterprise Sales Management. To help your users easily find specific information, customize the asset viewer by extending the b2bAssetViewer components in Lightning web component.
• Enable and Customize the Creation of an Enterprise Order in Enterprise Sales Management (Managed Package)
  Enable your users to create and configure enterprise orders. Admins can customize the experience by changing the order layout, summary tab, and other components.
• Implement User-Based Access Control for Enterprise Sales Management Features (Managed Package)
  Optimize your Enterprise Sales Management (ESM) processes by implementing user-based access to ESM features and UI elements. This improves data accuracy by ensuring users are only able to perform the tasks specific to their role.
• Customize Buttons, Actions, or Fields in the Enterprise Sales Management UI (Managed Package)
  Your Enterprise Sales Management implementation provides a number of buttons, actions, and fields to enable you to easily navigate the app or perform various actions. As you use and customize your implementation, you might want to use new buttons, actions, or fields, in addition to those that are provided by default.
• Modify Your Extended B2BSampleApp Class (Managed Package)
  If you extend the B2BSampleApp class, you're required to make certain modifications to your extended class.
• Configure Default Values for Custom Discounts (Managed Package)
  When creating custom discounts, you can configure default values for the discount name and allocation type. This ensures that when the custom discount modal opens, the preset values are already filled in, making the process more efficient. Users can still edit these default values if needed.
• Enable Rapid Attribute Configuration (Managed Package)
  Use rapid attribute configuration to quickly assign multiple attributes to the products in the cart without evaluating rules and pricing with each change.
• Set the Default Attribute Configuration Mode for the Working Cart (Managed Package)
  When the Standard Cart API is enabled, configure a default attribute configuration mode for the working cart in ESM.
• Configure Batch Creation of Sub-Orders (Managed Package)
  When you create a final order from an enterprise quote, the system automatically initiates the generation of sub-orders. This bulk, asynchronous process that runs in the background, saves time when you are generating a large number of orders at once. You can enable this feature in the CPQ configuration setup.
• Extend addProductToCartPostHookfrom Lightning Web Components (Managed Package)
  In Enterprise Sales Management, when you add a child product to the working cart, the working cart Lightning web component doesn’t refresh. To automatically refresh the working cart Lightning web component, you must extend addProductToCartPostHook by extending the b2bSampleApp and b2bOfferConfig components.
• Extend updateLineItemPostHook from Lightning Web Components (Managed Package)
  In Enterprise Sales Management, when you update the attributes in the working cart, the working cart Lightning web component doesn’t refresh. To automatically refresh the working cart Lightning web componen, you must extend updateLineItemPostHook by extending the b2bSampleApp and b2bOfferConfig components.
• Enhance Visualization of Characteristic Product Fields in Enterprise Sales Management (Managed Package)
  Configure the main characteristic fields of products for enhanced visualization and selection so that sales representatives can view these field values in a column in the asset viewer. For example, for Business Internet, the main characteristic field can be upload speed.
• Configure the Pagination Settings of the Asset Viewer in Enterprise Sales Management (Managed Package)
  Configure the page size and page limit of the asset viewer in Enterprise Sales Management.
• Customize the Style Elements of Your Enterprise Sales Management User Interface (Managed Package)
  With a custom static resource file, you can change the color of tabs, the size of buttons, and so on.
• Enable and Configure Grid View in Enterprise Sales Management (Managed Package)
  Configure the spreadsheetViewerConfig session variable as per your use case. Define the maximum number of line items that your sales rep can select on the Summary tab, the size of the data fetched in chunks, and the columns that appear in the grid.
• Enable or Disable Bulk Edit on Summary Table (Managed Package)
  You can control the bulk edit feature on the Summary page in Enterprise Sales Management using the enableBulkEdit flag on the b2bSampleAppCard.
• Customize the View By Dropdown List in Enterprise Sales Management (Managed Package)
  To add options to the View By dropdown list, configure the ESM/CustomViewSetup integration procedure.
• Configuration of Location and Subscriber Topic Sets in Enterprise Sales Management (Managed Package)
  When you create an enterprise quote, you can start the process by specifying either the location or the subscribers. You can then configure these sections to group and show different sets of columns according to suitable themes represented by topics.
• Configure the Deep Clone API in Enterprise Sales Management (Managed Package)
  Accelerate multi-site enterprise sales by using the Deep Clone API to duplicate complex quotes and orders. In one single operation, you can replicate line items, Quote Members, discounts, price adjustments, promotions, and custom objects. This feature enables sales representatives to efficiently mirror large-scale orders across hundreds of locations, removing the need for manual data entry.
• Use the Enterprise Sales Management API to Create Sub-Orders for Non-Member Offers (Managed Package)
  Enterprise Sales Management uses ESM APIs to create sub-orders for non-member offers. This enables you to create orders for large enterprise quotes.
• Set Up Mapping Table for Quote Member Binding with Product Attributes (Managed Package)
  Use the Quote Member Binding feature to automatically assign quote member field values to product attributes. This allows you to create site-specific or subscriber-specific configurations, tailoring each offer to meet the unique needs of each customer. You can assign quote member field values to product attributes by using the Business Rules Engine (BRE).
• Configure Level-Based Settings in Enterprise Working Cart (Managed Package)
  Enable grouping levels to show items more efficiently in the configuration cart. Rather than fetching and displaying all bundle items at once, only the root item and the first level of child items are displayed. You can click an item group to expand and display its child line items.
• Set Limit for Bulk Movement of Assets (Managed Package)
  Adjust settings to control the number of assets that can be processed together when adding them to a quote.
• Enhanced Deep Clone for Read-Only JavaScript Objects (Managed Package)
  The enhancedDeepClone() utility function efficiently creates a modifiable deep copy of read-only JavaScript objects in Lightning web components (LWCs). This function replaces the older, less efficient deepClone() method, and is recommended for all new customizations to enable data modification.
• Configure ESM Components in Experience Cloud (Managed Package)
  Configure the ESM components in your Salesforce Experience Cloud site by adding and customizing the b2bEnterpriseAppWrapper and b2bSampleAppCard components. This configuration ensures your ESM app is fully integrated and published.