Large Group Census Rating Flows

Support asynchronous member-based and summary-based rating with census rating flows.

Use the Rate Plan or Rate All Plans buttons on the Large Group Quote LWC to initiate rating. Before you can use Large Group Census Rating flows in your org, there's some setup to do:

1. Configure the Flows
   1. Configure the Generate Census Rating Flow
   2. Customize the Generate Census Rating Flow
   3. Considerations and Guidelines for the Generate Census Rating Flow
   4. Configure the Finish Processing Census Rating Flow
   5. Grant Users Access to the Finish Processing Census Rating Flow
2. Create the Census Rating Batch Job
   1. Create the Member-Based Census Rating Batch Job
   2. Create the Summary-Based Census Rating Batch Job
3. Configure the LargeGroupQuoteRatingFlow Custom Setting
4. Configure the CPQPartition Platform Cache
   1. Create the CPQPartition Platform Cache
   2. Enable the CPQ Cache

Important If you used the Generate Census Rating and Finish Processing Census Rating flows with the Winter ’24 package, you must deactivate these existing flows and configure new versions. To learn how, see Deactivate the Winter ’24 Census Rating Batch Job and Flows.

To configure these flows for the first time in an org with the Winter '24 managed package installed, contact your account team for help.

• Deactivate the Winter ’24 Census Rating Batch Job and Flows
  We increased the number of plans you can rate at a time with the census rating flows. To continue using the Generate Census Rating and Finish Processing Census Rating flows in your org, you must deactivate the existing batch job and flows and configure the new versions.
• Configure the Census Rating Flows
  Large group census rating uses two flows: Generate Census Rating and Finish Processing Census Rating. Use these flows as templates by cloning them.
• Grant Users Access to the Finish Processing Census Rating Flow
  To perform large group rating processes, users must have access to the Finish Processing Census Rating flow.
• Create Census Rating Batch Jobs
  Create batch jobs to process census rating for large group quoting.
• Configure the LargeGroupQuoteRatingFlow Custom Setting
  To store the name of the census rating flow for summary census rating scenarios, create a custom setting.
• Configure the CPQPartition Platform Cache
  The CPQPartition platform cache can help keep your quoting processes running smoothly. Configure the CPQPartition platform cache to improve performance by caching product and pricing data.