The Elements Revenue Cloud add-on license brings Salesforce CPQ configuration records into the ordered world of Salesforce metadata. With Elements.cloud, you can view CPQ configuration records, dependencies, and change logs using the same tooling that Elemens provides for Salesforce metadata.
The Elements Quote Line Microscope for Salesforce CPQ adds to this core capability by automatically diagramming Price Rule configuration logic at both the org and quote line level. This guide walks you through Quote Line Microscope installation and configuration in your Salesforce org.
Article Outline
Prerequisites
Your org must have the following packages installed:
Salesforce CPQ version 232.2 or later
Elements for Salesforce version 5.10.2 or later
Your user must have the following permission sets:
Salesforce CPQ Admin
Elements Admins
Your Elements.cloud account must be licensed for the Revenue Cloud add-on.
Your Elements for Salesforce managed package should already be connected to your Elements Space.
Setup
Install the Managed Package
Get the Elements Quote Line Microscope package installation link from your Elements Customer Success Manager and “Install for Admins Only”.
Enable Salesforce Users
Assign the Elements Quote Line Microscope Admin permission set to users who will access the Quote Line Microscope. Because the permission set currently grants access to Quote Line Microscope Setup, we recommend granting access only to CPQ Admins.
Each user must also be connected to Elements via Elements Settings → Connect users (SSO). This connection enables Elements to correctly assign ownership of diagrams created by the user.
If Step 2 is not completed, an error message will be displayed when the user tries to create a diagram:
Update the Elements Lightning App
The Elements Quote Line Microscope Lightning app is packaged with a Lightning tab. You can add the tab to any Salesforce Lightning application. We recommend adding that tab to the Elements Lightning app using Lightning App Builder. You may also find it convenient to add the tab to the Salesforce CPQ Admin app.
Configure Quote Line Logging
There are five steps that are required to enable Quote Line Microscope logging:
A connection to an Elements Space is required.
An Elements Revenue Cloud license is required.
Quote Line Microscope requires that each active calculator Price Rule have a non-null Evaluation Order in the range 0 .. 9998.
The Quote Line Microscope can provide information about the Quote Calculator Plugin (QCP). Because the QCP configuration information is not available programmatically, you must tell us which Custom Script is the configured plugin. We search for available Custom Script records and provide these in a dropdown.
The Quote Line Microscope cannot run if you have Price Rules with no Evaluation Order specified. We recommend giving them a value of 0. This can be done from the Price Rule list view.
Be aware that Price Rules with Evaluation Orders that are less than -1 or have a value of 9999 can't be detected.
We check for the first four requirements automatically. Additionally, we check to see if you’ve selected a QCP. If any requirements are missing, Quote Line Microscope logging is suspended.
Here’s an example screenshot where three of the required steps have not been completed.
Once all five steps are completed, the Quote Line Microscope dynamically creates the logging Price Rules and Price Actions, and logging is enabled.
Configure Quote Line Diagram Creation and Access
Add “Create Diagram” Quick Action to Quote Line
The Quote Line Microscope is designed to provide Price Rule execution information for an individual Quote Line. To enable creating a Price Rule Execution Diagram, add the packaged “Create Diagram” Quick Action button to the Quote Line object page layout.
Edit the Quote Line Layout page layout and add the Create Diagram action to the Salesforce Mobile and Lighting Experience Actions collection
The “Create Diagram” Quick Action will only work for users with the proper permission set, though it will appear on the page. If, in addition, you only want the Action to show on the screen for those users, you can use Lightning Dynamic Page filter features to do so, as shown below.
Using Object Manager, find the Quote Line object and select Lightning Record Pages.
Select the Quote Line Record Page, then click Edit. (Note: this is the default name - your implementation may use a different record page.)
Select the Highlights Panel component, then select Upgrade Now to enable Dynamic Actions (if shown- it may have already been upgraded). Use the Migrate option.
Select “Create Diagram” from the list of actions.
Select “Add Filter”.
Filter Type: “Advanced”
Field: Permissions → Custom Permission → “Q9_QLM.Create_Diagram_Quick_Action”. The value should = true.
Select “Done”
Add Quote Line Log Related List to Quote Line Record Page
Price Rule Execution Diagrams are created asynchronously.
The Quote Line calculation data is collected during the calculation sequence, parsed, and sent to the Elements app.
The Elements app creates the diagram and posts a notification response back to Salesforce that includes the diagram url.
When Salesforce receives the response, the Quote Line Log’s Diagram Url field is updated.
Adding a Quote Line Log related list to the Quote Line record page provides an easy way to access the diagrams. We recommend including only the Diagram Url and Created Date fields. We also recommend adding the same component visibility filter to the Related List as you did for the Quick Action button.
Here’s an example: