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Setting up Enxoo for Communications

Setting up Enxoo for Communications

Owned by Maciej Simm (Unlicensed)
Last updated: Apr 08, 2021

The following page describes the setup and configuration process of Enxoo for Communications package

Installation

Prerequisites

Enxoo Commerce / Enxoo for Communications are Salesforce Managed Packages which can be installed on any Salesforce environment (Enterprise, Unlimited, Developer editions).

The following features have to be enabled in the environment in order for the installation to succeed.

  • Multi-currency (Setup → Company Information → Edit → Activate Multiple Currencies)

  • Translation Workbench (Setup → Translation Language Settings → Enable)

  • Quotes (Setup → Quote Settings → Enable)

  • Work Orders (Setup → Field Service Settings → Enable)

  • My Domain enabled (Setup → My Domain)

Packages Installation

Step 1 - install Enxoo Commerce base package with the installation link provided by the enxoo administrators. Version history is maintained in the following file (internal use only).

Install for Admins

When installing a package it's recommended to select "Install for Admins Only" option.

Step 2 - install Enxoo for Communications - extension package. Version history is maintained in the following file (internal use only).

Manual Steps

There is a set of manual steps that have to be executed in order to make Enxoo for Communications package fully functional

Step 1 - Licenses

Grant access to each Enxoo packages by going into Setup → Packaging → Installed Packages - click Manage Licenses next to each installed package and assign license to the user.

Step 2 - Permission Sets

Grant access to Enxoo packages by assigning following permission sets to users

  • CPQ_Administrator, B2B_Administrator, B2B_OM_Administrator for admins

  • CPQ_User, B2B_User, B2B_OM_User for admins and standard users

Step 3 - Page Layouts Assignment 

Adjust standard Salesforce metadata components that are not altered together with managed package installation:

  • Page Layout Assignment for Standard Objects - managed package contains custom layouts (named B2B*) for following standard objects: Account, Opportunity, OpportunityLineItem, Quote, QuoteLineItem, Case, Contract, Order, OrderItem, Pricebook2, Product2, WorkOrder, but they have to manually be assigned to profiles.

  • Field Level Security for Standard Objects - managed package does not transfer field level security settings for standard objects. Add Field Level Security to these fields: Order: Opportunity, Quote and Order Product: Quote Line Item

  • Record Type Assignment for Standard Objects - managed package does not provide Record Type accessibility for Standard Objects. Record Types have to be enabled on Opportunity, Quote, Work Order objects.

  • Picklist Values - add “Pending” value to Work Order Status field.

Although it’s best to manually configure Page Layout Assignments, Field Level Security & Record Types - there is an unmanaged package prepared, which can be deployed into your environment: ManualStepsManaged.zip (you can do it using workbench - here is short video showing how to do that or MDAPI deploy / ANT commands).

Following step (deployment of unmanaged package) only applies changes for System Administrator & Standard User profiles. All other profiles, especially custom ones have to be updated manually.

Step 4 - Lightning Pages Assignment 

Assign enxoo for Communications Flexipages as org defaults. In order to do this:

  • In Salesforce Setup go into User Interface → Lightning App Builder

  • For each B2B* page click view, and under Activation button select option to Activate as Org Default, and then Save

Data Initialization

Step 1 - Initialise Custom Settings

CPQ Settings are the key elements of Enxoo packages that impact many elements of the application. Go to Enxoo for Communication Settings → Control Center and click Default Settings to initialise default settings in the environment.  

You can navigate to the Enxoo Settings page to verify if custom settings were properly initialized.

Step 2 - Initialise Sample Product Data (optional)

Products are another dimension of Enxoo packages configuration. In Control Center click Initialize Sample Data to initialise sample product catalogue setup.

All sample products and other records from the script will be created with |x| as a prefix to be able to easily identify and erase this sample data later.

Step 3a - [Perform only if you skip step 2] Create Price Book

Price Book is an essential part of Enxoo pricing structure. Without it, you won’t be able to define charges for products.

Go to Price Books tab and create new Master Price Book. Following fields have to be filled: Name, Active, Master, Valid From, Valid To.

Remarks

Future Packages Upgrades

When updating managed package (installing a new version) - changes in layouts are not applied. Bear in mind that Enxoo constantly develops new features and improvements into Enxoo packages, and our subscriber are able to install new versions to benefit from these updates.

The following metadata components are not upgraded by package update:

  • Profiles

  • Page Layouts

  • Dashboards

  • Picklist Values

Upgrade manual steps are provided by Enxoo together with Release Notes document.

Next Steps

Read the rest of our documentation to get familiar with how to leverage the benefits of Enxoo Commerce and Enxoo for Communications packages.