Update Zilliant guidance for quote lines
- 19 May 2023
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Update Zilliant guidance for quote lines
- Updated on 19 May 2023
- 1 Minute to read
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As part of the the Salesforce CPQ quote calculation sequence, Zilliant CPQ Connector runs when the Quote Calculator Plugin (QCP) runs. The Advanced Quote Calculator performs a calculation when a user or process performs actions such as:
- Selecting Calculate in the line editor
- Adding products or deleting lines in the line editor
- Selecting Save or Quick Save in the line editor
- Using the Edit button to edit a quote line
- Selecting Calculate on the quote detail page.
- Inserting or updating a quote line through Apex, a workflow rule, a Process Builder, a flow, or through a data load process.
Note
For more information about the Advanced Quote Calculator and the CPQ quote calculation sequence, read The CPQ Quote Calculation Sequence.
When QCP runs, CPQ Connector identifies whether any new or existing quote lines should be updated. It determines this based on the Update All Lines with Guidance (zpq__ForceHashRecalculate__c) Quote Line field.
CPQ Connector acts as follows:
- If Update All Lines with Guidance is true, a Zilliant API call will update all lines.
- If Update All Lines with Guidance is false, a Zilliant API call will update new lines and lines for which input parameters have changed.
Tip
Depending on the size of the quote, this setting can improve performance because it may minimize the number of lines that require update.
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