Salesforce CPQ Plugins
jNote: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Find Lookup Records
The sample JavaScript script can be used in the Quote Line Calculator to query records
within the plugin and use fields from those records to set each quote line’s Description
field.
| Available in: Salesforce CPQ Winter ’16 and later |
Each version of the JavaScript code samples exports all of the methods that the calculator will look for, and documents their parameters and return types.
Javascript
1export function onAfterCalculate(quote, lines, conn) {
2 if (lines.length > 0) {
3 var productCodes = [];
4 lines.forEach(function(line) {
5 if (line.record['SBQQ__ProductCode__c']) {
6 productCodes.push(line.record['SBQQ__ProductCode__c']);
7 }
8 });
9 if (productCodes.length) {
10 var codeList = "('" + productCodes.join("', '") + "')";
11 /*
12 * conn.query() returns a Promise that resolves when the query completes.
13 */
14 return conn.query('SELECT Id, SBQQ__Category__c, SBQQ__Value__c FROM SBQQ__LookupData__c WHERE SBQQ__Category__C IN ' + codeList)
15 .then(function(results) {
16 /*
17 * conn.query()'s Promise resolves to an object with three attributes:
18 * - totalSize: an integer indicating how many records were returned
19 * - done: a boolean indicating whether the query has completed
20 * - records: a list of all records returned
21 */
22 if (results.totalSize) {
23 var valuesByCategory = {};
24 results.records.forEach(function(record) {
25 valuesByCategory[record.SBQQ__Category__c] = record.SBQQ__Value__c;
26 });
27 lines.forEach(function(line) {
28 if (line.record['SBQQ__ProductCode__c']) {
29 line.record['SBQQ__Description__c'] = valuesByCategory[line.record['SBQQ__ProductCode__c']] || '';
30 }
31 });
32 }
33 });
34 }
35 }
36 return Promise.resolve();
37}Javascript Using Method-Chaining
This plugin uses method-chaining style to construct the query, which is useful when you want to dynamically construct your queries.
1/**
2 * Created by jfeingold on 9/27/16.
3 */
4export function onAfterCalculate(quote, lines, conn) {
5 if (lines.length) {
6 var codes = [];
7 lines.forEach(function(line) {
8 var code = line.record['SBQQ__ProductCode__c'];
9 if (code) {
10 codes.push(code);
11 }
12 });
13 if (codes.length) {
14 var conditions = {
15 SBQQ__Category__c: {$in: codes}
16 };
17 var fields = ['Id', 'Name', 'SBQQ__Category__c', 'SBQQ__Value__c'];
18 /*
19 * Queries can also be constructed in a method-chaining style.
20 */
21 return conn.sobject('SBQQ__LookupData__c')
22 .find(conditions, fields)
23 .execute(function(err, records) {
24 if (err) {
25 return Promise.reject(err);
26 } else {
27 var valuesByCategory = {};
28 records.forEach(function(record) {
29 valuesByCategory[record.SBQQ__Category__c] = record.SBQQ__Value__c;
30 });
31 lines.forEach(function(line) {
32 if (line.record['SBQQ__ProductCode__c']) {
33 line.record['SBQQ__Description__c'] = valuesByCategory[line.record['SBQQ__ProductCode__c']] || '';
34 }
35 });
36 }
37 });
38 }
39 }
40 return Promise.resolve();
41}