Important Post-Installation Configuration Changes

Update Buttons

You should use the Flexpricer Vision Interface (Product Selector) to add, edit and remove Opportunity Products and Quote Line Items. The button overrides listed below allow your users to launch Flexpricer Vision instead of the standard Salesforce Product Selector.

In Lightning Experience, instead of overriding the standard buttons, you can choose to ignore all the standard Salesforce product displays and just use Flexpricer Vision embedded in a Visualforce Component on an Opportunity or Quote Lightning Page Layout. 

When using the Visualforce Component, we recommend setting a height of 1000px.

IMPORTANT! Flexpricer ONLY performs calculations when using the Flexpricer Vision Interface!

Opportunity Product 

  • Go to Setup > Search and type Opportunity Product
  • Select Buttons and Links from the Opportunity Products section
  • Edit the Add Product button and set to Visualforce Page: Flexpricer® Vision
  • Edit the Add Products button and set to Visualforce Page: Flexpricer® Vision
  • Edit the Delete button and set to Visualforce Page: Flexpricer® OLI Button Override
  • Edit the Edit button and set to Visualforce Page: Flexpricer® OLI Button Override
  • Edit the Edit All button and set to Visualforce Page: Flexpricer® Vision
  • Edit the Edit Products button and set to Visualforce Page: Flexpricer® Vision

You can optionally add the Add/Edit Button to the Opportunity Product related list on Opportunity page layouts instead of changing the behaviour of standard buttons.  

See below for screen-grab of the Opportunity Product Button settings applied. 

Quote Line Item

  • Go to Setup > Search and type Quote Line Item
  • Select Buttons and Links from the Quote Line Items section
  • Edit the Add Line Item button and set to Visualforce Page: Flexpricer® Vision
  • Edit the Add Products button and set to Visualforce Page: Flexpricer® Vision
  • Edit the Delete button and set to Visualforce Page: Flexpricer® QLI Button Override
  • Edit the Edit button and set to Visualforce Page: Flexpricer® QLI Button Override
  • Edit the Edit All button and set to Visualforce Page: Flexpricer® Vision
  • Edit the Edit Products button and set to Visualforce Page: Flexpricer® Vision

You can optionally add the Add/Edit Button to the Quote Line Item related list on Quote page layouts instead of changing the behaviour of standard buttons.  

See below for screen-grab of the Quote Line Item settings applied. 

Permissions 

Custom Permission Sets

Permission Sets are used to provide access to functionality within the Flexpricer Vision Interface and to its related object and fields.

  • Go to Setup > Search and type Permission Sets
  • Apply the Flexpricer® (Admin) permission set to Administrators of Flexpricer
  • Apply the Flexpricer® (Managers) permission set to data managers
  • Apply the Flexpricer® (User) permission set to any user planning to use Flexpricer

Check out the User Enablement page for more information about permission sets.

Standard Object Standard Field Permissions

Flexpricer is designed to enhance standard Salesforce functionality, however Permission Sets delivered in packages (Apps on AppExchange) are unable to include permissions to standard fields and to objects that have a Master-Detail relationship to Standard Objects.

So, we cannot automatically set every permission that Flexpricer needs.

In addition to the Permission Sets supplied in Flexpricer, depending on the individual features enabled, users may require

  • Field Level Security permissions on the Standard Fields mentioned below; and
  • Read Permissions to the Contracted Price object (crms11__Client_Pricing__c) if Contracted Pricing is enabled; and
  • Create/Update/Delete permissions to the Finance Schedule object (crms11__Finance_Schedule__c) if Finance Schedules are enabled.

You may specify these permissions by adding them to user profiles or create a new Permission Set that contains these permissions (we call ours ‘Flexpricer Standard Permissions’) and apply this new Permission Set to your users as well as those listed above.

Opportunity Object 

Field PermissionNotes
AmountRead
Pricebook2IdRead/Update
AccountIdRead
ContractReadCommonly missing from standard profiles

Product Object (read access required)

Field PermissionNotes
NameRead
ProductCodeRead
FamilyRead
isActive Read
DescriptionRead
QuantityUnitOfMeasureReadCommonly missing from standard profiles
Quantity Scheduling Enabled (CanUseQuantitySchedule)ReadOnly available in orgs with Product Schedules enabled
Revenue Scheduling Enabled (CanUseRevenueSchedule)ReadOnly available in orgs with Product Schedules enabled

PriceBook Object (read access required)

Field PermissionNotes
NameRead

PriceBookEntry Object (read access required)

Field PermissionNotes
Pricebook2IdRead
Product2IDRead
isActiveRead
UnitPriceRead

Opportunity Product Object (create/read/update/delete access required)

Field PermissionNotes
DiscountRead/UpdateCommonly missing from standard profiles
OpportunityIDRead
DateRead
List PriceRead
SubtotalReadCommonly missing from standard profiles
Total PriceRead

In addition to providing access to these fields on Opportunity Product object, you must ensure that user profiles (or permission sets) have the App Permission: Edit Opportunity Sales Price. This app permission overrides any field level permission and will prevent Flexpricer from updating the Sales Price or Discount field.

If your organisation does not currently provide users with permission to the Discount field because you don’t want users to edit discounts manually, then ‘disabling’ discounts in Flexpricer can be achieved  by unchecking the Edit Sales Price Discount checkbox on the Settings page.  This will allow Flexpricer feature-driven discounts – such as Account Discount, Dated Discount, Volume Discount etc. – to work but will prevent users from setting the discount themselves in the interface.

Additionally, if your use case is that you have some products that can be discounted and others not, then the Edit Sales Price Discount setting can be left enabled and the Price Lock checkbox on product used to prevent discounts being applied to certain products.

QuoteLineItem Object (create/read/update/delete access required)

Field PermissionNotes
DiscountRead/Update
QuoteIDRead
List PriceRead
SubtotalReadCommonly missing from standard profiles
Total PriceRead

Quote Object (create/read/update access required)

Field PermissionNotes
ContractRead/UpdateCommonly missing from standard profiles

Contract Object (create/read/update access required)

Note that access to the Contract object is only required if you are using Flexpricer Subscriptions (available from v1.34)

Field Permission
PricebookRead/UpdateOnly available when Orders are Enabled
Contract Start DateRead
Contract End DateRead
Contract Term (months)Read

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