Create an External Configurator

Host your configurator in Salesforce using Visualforce pages, or in an external web application such as Heroku. Use the easyXDM library to transfer data between your configurator and Salesforce CPQ.

1. The easiest way to include the easyDM library in your web application is to include the CDN library (hosted by CloudFlare).

   You can also download the library then upload it to your org as a static resource.

2. Initialize the easyXDM library. Use this library to send information between your configurator and Salesforce CPQ. This example uses the variable configObj to store the information sent from Salesforce CPQ.

3. Perform the configuration, such as enforcing rules or adding new product attributes that will appear in the quote line editor. For example, set the value of a configuration option called “Special Code” to 12345. This example assumes that you’ve parsed the incoming JSON into the variable configObj.

4. Send the configuration information back to Salesforce CPQ as a JSON string.

• Configure Product Bundles
  Use the optionConfigurations parameter to create product bundles. You can nest bundles up to four levels deep, including the top-level product.
• External Configurator Parameters
  Salesforce CPQ passes configuration information to your custom configurator in JSON format. Modify the and return the information to Salesforce CPQ.
• External Configurator Example
  This example shows how to initialize the easyXML library and create Send and Cancel buttons. It then displays the configuration data sent from Salesforce CPQ.