Apttus CPQ Implementation & Enhancement

Problem statement: A leading education company is having technical education-related products which they are selling it all over the US and Canada region’s school. They were already using sales logic which was a desktop base system but now they are moving to a web-based system for which they have selected as CRM and for Configuration and pricing setup they selected Apttus CPQ but Apttus CPQ does not have the functionality to associate product with Sites. Also, there are certain other features that are missing in Apttus CPQ. To resolve this we did some enhancement in theirSalesforce System with the Apttus CPQ system.
Project Length: 1.5 year
Team Size: 3
Our Role: Our role was Apttus CPQ product Expert, Solution architect and developer.

Challenges

Our first challenge was this project was already developed by some other consultants. So the client actually gave this to three other consultants before they gave us.
We started modifying other consultant’s code and we found that it needs architecture changes.
They wanted to show 100000 records in a page without pagination, which is technically not feasible, and salesforce is not allowing this using the VF page.
While Developing solutions we come across few governor limit issues such as Apex CPU time limit exceeds, Scripting statement, Heap size issue, view state limit, etc.

Solution

Key Functionalities

Association Screen functionality

Can add up to 2500 sites into selected site.
Can search and display up to 15000 sites at a time.
Paging of 15000 record and displaying 500 per page.
Shorting of each column for same page on selected site section and search site section.
Can filter sites based on Account, Proposal Id, Enrollment, Status, SLXId, State etc.
Ability to drag and resize associate screen.
Ability to associate 5000 site at a time.
Ability to clear all selected site with single click and Show selected site which shows your existing selection.
Ability to remove all sites with single click
Ability to Validate 10000 record against Asset line item.
Showing Overlap error if asset matches with the criteria given
Showing renewal error if date is overriding.
Showing Grade level Validation if grade is not matching with product.
Shared Site validation
Quantity validation if it is not matching with given quantity.

Error information Screen building

Created Pop up screen which display when user click on error icon.
It is showing user detailed information about error andconflict record details.
Given Error correction suggestion text with record link so user can understand error details.
Given overlap record with which record is getting overlapped. Asset record and proposal record with link so user can cross check with current cart’s line item
Export functionality to export all error conflict details to excel so that they van verify offline and come again to resolve those error.

Copy Functionality

Remove Functionality

Custom search functionality

Benefits

Few Snaps

Discuss your project requirements with our experts

Related Case Studies

Cost Optimization While Maintaining Workflow Integrity: Healthcare Partner’s Transition to Salesforce PRM

0 %

Increase in Partner Engagement after transitioning

0 %

Reduction in administrative overhead for user management

0 %

Consistency in user experience during the transition

How GetOnCRM And Salesforce Empowered Ahmedabad University To Rethink Student Engagement And Administration Efficiency

0 %

Increase in Enrollment Process Efficiency

0 %

Improvement in Lead Conversion Rates

0 %

Increase in Student Engagement after Integration

A Strategic Transition to Salesforce Marketing Cloud for Enhanced Processes in the Finance Sector

0 %

Increase in Marketing Campaign Efficiency

0 %

Spike in Sales Conversion Optimization

0 %

Surge in Customer Satisfaction & Engagement