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            Customize Omnistudio Components for Einstein Quick Quote in Enterprise Sales Management (Managed Package)

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            Customize Omnistudio Components for Einstein Quick Quote in Enterprise Sales Management (Managed Package)

            Einstein Quick Quote is built with an Omniscript that uses various integration procedures to fetch and save the required data.

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            REQUIRED EDITIONS
            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            REQUIRED USER PERMISSIONS  
            To configure Omnistudio components: OmniStudio User

            You can customize Einstein Quick Quote by modifying these Omnistudio components:

            Data Mappers in Einstein Quick Quote

            With data mappers, you can read, transform, and write Salesforce data.

            Here are the data mappers used in Einstein Quick Quote.

            Note
            Note For information on how to modify Omnistudio components, see ​OmniStudio for Vlocity.
            Data Mapper Description Sample Input Sample Output
            QuickQuoteGetCatalog Takes the catalog code and returns the catalog ID. 
            {
    "CatalogCode": "QuickQuoteSDWAN"
}
            		 
            {
  "CatalogId": "a0hDn00000AYvcCIAT"
}
            QuickQuoteTransformProducts Takes the product data sent by the CPQ getCartsProducts API and transforms it to a simpler JSON format. 
            {
  "productCategories": {
    "messages": [],
    "totalSize": 0
  },
  "category": "Qualified",
  "itemType": "childProduct",
  "SellingPeriod": "Present",
  "hasChildren": false,
  "attributeValues": {},
  "isVirtualItem": false,
  "name": "Business Internet Essential",
  "productHierarchyPath": "01tDn000000YJPsIAO",
  "productChildItemDefinition": {
    "vlocity_arvk__ParentProductId__r": {
      "RecordTypeId": "012Dn000000lpmSIAQ",
      "vlocity_arvk__SellingStartDate__c": "2021-07-31T23:00:00.000+0000",
      "Id": "01tDn000000YJPsIAO",
      "vlocity_arvk__GlobalGroupKey__c": "de535271-b27c-4581-3387-4b6ce78960b6",
      "Name": "Business Internet Essential",
      "attributes": {
        "url": "/services/data/v60.0/sobjects/Product2/01tDn000000YJPsIAO",
        "type": "Product2"
      }
    },
    "vlocity_arvk__IsRootProductChildItem__c": true,
    "vlocity_arvk__CollapseHierarchy__c": false,
    "vlocity_arvk__SeqNumber__c": 1,
    "vlocity_arvk__ChildLineNumber__c": "1",
    "vlocity_arvk__ParentProductId__c": "01tDn000000YJPsIAO",
    "vlocity_arvk__IsOverride__c": false,
    "vlocity_arvk__MinimumChildItemQuantity__c": 0,
    "vlocity_arvk__MaximumChildItemQuantity__c": 99999,
    "vlocity_arvk__MinQuantity__c": 0,
    "vlocity_arvk__MaxQuantity__c": 99999,
    "vlocity_arvk__Quantity__c": 1,
    "vlocity_arvk__IsVirtualItem__c": false,
    "Name": "Root PCI",
    "attributes": {
      "type": "vlocity_arvk__ProductChildItem__c"
    }
  },
  "productChildItemId": "a3PDn000001MmCRMA0",
  "sequenceNumber": 1,
  "groupMaxQuantity": 99999,
  "groupMinQuantity": 0,
  "maxQuantity": 99999,
  "minQuantity": 0,
  "defaultQuantity": 1,
  "productId": "01tDn000000YJPsIAO",
  "CurrencyCode": "EUR",
  "parentRecordTypeDevName": "WorkingCart",
  "Product2": {
    "Id": "01tDn000000YJPsIAO",
    "RecordTypeId": "012Dn000000lpmSIAQ",
    "vlocity_arvk__VersionLabel__c": "V1",
    "vlocity_arvk__SellingStartDate__c": "2021-07-31T23:00:00.000+0000",
    "vlocity_arvk__SpecificationType__c": "Offer",
    "vlocity_arvk__Type__c": "Business Internet",
    "vlocity_arvk__GlobalGroupKey__c": "de535271-b27c-4581-3387-4b6ce78960b6",
    "vlocity_arvk__IsConfigurable__c": true,
    "Name": "Business Internet Essential",
    "Description": "Internet essentials for web and video browsing, email and payment processing for 1-3 users",
    "attributes": {
      "url": "/services/data/v60.0/sobjects/Product2/01tDn000000YJPsIAO",
      "type": "Product2"
    }
  },
  "vlocity_arvk__RecurringPrice__c": {
    "value": "30",
    "label": "Recurring Price"
  },
  "IsActive": {
    "value": true,
    "label": "Active"
  },
  "Name": {
    "value": "Business Internet Essential",
    "label": "Product Name"
  },
  "UnitPrice": {
    "value": "0.00",
    "label": "List Price"
  },
  "ProductCode": {
    "value": "VEPC_OFFERING_BUSINESS_INTERNET_ESSENTIAL",
    "label": "Product Code"
  },
  "Product2Id": {
    "value": "01tDn000000YJPsIAO",
    "label": "Product ID"
  },
  "Pricebook2Id": {
    "value": "01sDn000006kr2TIAQ",
    "label": "Price Book ID"
  },
  "Id": {
    "value": "01uDn000001Af8MIAS",
    "label": "Price Book Entry ID"
  },
  "displaySequence": -1,
  "actions": {
    "getproductbyid": {
      "client": {
        "params": {
          "methodName": "getCartsProductsById",
          "id": "01uDn000001Af8MIAS",
          "cartId": "0Q0Dn000000wg1UKAQ"
        }
      },
      "remote": {
        "params": {
          "cartId": "0Q0Dn000000wg1UKAQ",
          "id": "01uDn000001Af8MIAS",
          "methodName": "getCartsProductsById"
        }
      },
      "rest": {
        "link": null,
        "method": null,
        "params": {}
      }
    },
    "addtocart": {
      "client": {
        "params": {}
      },
      "remote": {
        "params": {
          "query": null,
          "hierarchy": -1,
          "lastRecordId": null,
          "pagesize": 21,
          "includeAttachment": false,
          "validate": true,
          "price": true,
          "cartId": "0Q0Dn000000wg1UKAQ",
          "items": [
            {
              "itemId": "01uDn000001Af8MIAS"
            }
          ],
          "methodName": "postCartsItems"
        }
      },
      "rest": {
        "link": null,
        "method": null,
        "params": {}
      }
    }
  },
  "messages": []
}
            		 
            {
  "ProductCode": "VEPC_OFFERING_BUSINESS_INTERNET_ESSENTIAL",
  "ProductName": "Business Internet Essential",
  "ProductDescription": "Internet essentials for web and video browsing, email and payment processing for 1-3 users",
  "ProductId": "01tDn000000YJPsIAO"
}
            ESMCreateEngagementInteraction Creates an Engagement record for the Timeline. 
            {
  
  "startDateTime": "2024-06-30T19: 00: 00.000Z"
}
            		 
            {
      "UpsertSuccess": true,
      "Id": "0u3Dn000000TNI1IAO",
      "CommunicationChannel": "Web Chat",
      "StartDateTime": "2024-07-16T06:10:04.483Z"
    }
            CreateEngagementTopicRecord Creates an Engagement topic and sets the Einstein summary as the Interaction summary. 
            {
"EngagementId": "0u3Dn000000TNI1IAO",
    "Summary": "They run multiple sites with numerous employees, relying heavily on VoIP applications and interconnectivity. Reliable and secure connectivity is critical due to the sensitive data handled. They have a significant budget for network infrastructure upgrades and expect business growth and new site additions. Their network needs are stable, and they depend on external support for network management. Currently, they use a broadband connection and have not considered a WAN solution. They anticipate their network needs will evolve with expansion in various locations. SD-WAN could be a suitable solution for their business, offering flexibility, security, and scalability to support future expansion.",
}
            		 
            {
  "engagementTopicId": "0u3Dn000000TNI1IAO"
}

            Integration Procedures in Einstein Quick Quote

            Integration procedures can read and write data from Salesforce and from external systems (by using REST calls) and can call Apex code.

            Here are the integration procedures used in Einstein Quick Quote.

            Note
            Note For information on how to modify Omnistudio components, see​OmniStudio for Vlocity
            Integration ProcedureDescriptionSample InputSample Output
            QuickQuoteCheckEinsteinPermission Checks if permission set licenses associated with Einstein are available in the org. — 
            {
  "IsPermissionAvailable": true
}
            QuickQuoteFileToFieldLocationsMapper Maps locations provided by the customer in a CSV or XLSX file format to quote member fields by using generative AI. 
            {
"Locations": [
{
"Address": "2400 Alert Rd",
"City": "Gloucester",
"State": "ON",
"Zip": "K1V 1S1",
"Country": "Canada"
}
],
"FieldSet": "vlocity_cmt__StreetAddress__c,vlocity_cmt__Address1__c,vlocity_cmt__City__c,vlocity_cmt__State__c,vlocity_cmt__Country__c,vlocity_cmt__PostalCode__c"
}
            		 
            {
  "response": {
    "locations": [
      {
        "MemberType__c": "Location",
        "vlocity_cmt__PostalCode__c": "K1V 1S1",
        "vlocity_cmt__Country__c": "Canada",
        "vlocity_cmt__State__c": "ON",
        "vlocity_cmt__City__c": "Gloucester",
        "vlocity_cmt__Address1__c": "2400 Alert Rd",
        "vlocity_cmt__StreetAddress__c": "2400 Alert Rd"
      }
    ]
  }
}
            QuickQuoteTextToFieldLocationsMapper Maps locations provided manually by the customer to quote member fields by using generative AI. 
            {
    "Locations": "I need servicability at 2 locations with country US",
    "FieldSet": "vlocity_cmt__StreetAddress__c,vlocity_cmt__Address1__c,vlocity_cmt__City__c,vlocity_cmt__State__c,vlocity_cmt__Country__c,vlocity_cmt__PostalCode__c"
}
            		 
            {
  "response": {
    "locations": [
      {
        "MemberType__c": "Location",
        "vlocity_cmt__PostalCode__c": "",
        "vlocity_cmt__Country__c": "US",
        "vlocity_cmt__State__c": "",
        "vlocity_cmt__City__c": "",
        "vlocity_cmt__Address1__c": "",
        "vlocity_cmt__StreetAddress__c": ""
      },
      {
        "MemberType__c": "Location",
        "vlocity_cmt__PostalCode__c": "",
        "vlocity_cmt__Country__c": "US",
        "vlocity_cmt__State__c": "",
        "vlocity_cmt__City__c": "",
        "vlocity_cmt__Address1__c": "",
        "vlocity_cmt__StreetAddress__c": ""
      }
    ]
  }
}
            QuickQuoteGetCatalogData Retrieves catalog data from multiple catalogs. 
            {
    "CatalogCodes": [
        {
            "catalogCode": "QuickQuoteSDWAN"
        },
        {
            "catalogCode": "VPL_CAT_Internet"
        }
    ],
    "QuoteId": "0Q0Dn000000wg0gKAA"
}
            		 
            {
"ProductData": [
{
"ProductDescription": "Sample description for CISCO SD WAN",
"ProductId": "01tDn000007wr20IAA",
"ProductName": "CISCO SD WAN",
"ProductCode": "QQ_CISCO"
},
{
"ProductDescription": "Sample description for CISCO MERAKI SD WAN",
"ProductId": "01tDn000007wr21IAA",
"ProductName": "CISCO MERAKI SD WAN",
"ProductCode": "QQ_Meraki"
}
]
}
            QuickQuoteProductRecommendation Recommends products for various locations based on the summary of needs analysis, the serviceability data, and the product descriptions. 
            {
"summary": "Based on your responses, it seems like a regular broadband service would be sufficient for your needs. You have a small team size, no critical applications, no interconnectivity needs between locations, and a low data usage. Additionally, you are on a low budget. SD-WAN might be an overkill for your requirements.",
"data": {
"products": [
{
"ProductDescription": "Sample description for CISCO SD WAN",
"ProductId": "01tDn000007wr20IAA",
"ProductName": "CISCO SD WAN",
"ProductCode": "QQ_CISCO"
},
{
"ProductDescription": "Sample description for CISCO MERAKI SD WAN",
"ProductId": "01tDn000007wr21IAA",
"ProductName": "CISCO MERAKI SD WAN",
"ProductCode": "QQ_Meraki"
}
],
"serviceabilitydata": [
{
"attributes": {
"type": "vlocity_cmt__QuoteMember__c",
"url": "/services/data/v60.0/sobjects/vlocity_cmt__QuoteMember__c/a5eDn000000oldRIAQ"
},
"Id": "a5eDn000000oldRIAQ",
"vlocity_cmt__BroadbandConnectionType__c": "Fiber",
"vlocity_cmt__MaxUploadSpeed__c": "1Gbps",
"vlocity_cmt__MaxDownloadSpeed__c": "1Gbps"
}
]
}
}
            		 
            {
  "response": [
    {
      "ProductName": "Business Internet Pro",
      "ProductId": "01tDn000000YJQ3IAO",
      "Id": "a5eDn000000oldRIAQ"
    },
    {
      "ProductName": "Business Internet Pro",
      "ProductId": "01tDn000000YJQ3IAO",
      "Id": "a5eDn000000oldlIAA"
    }
  ]
}
            QuickQuoteGetFieldSet Retrieves the headers for the Recommended Products data table. — 
            {
  "FieldSet": [
    {
      "picklist": [],
      "type": "string",
      "label": "Street Address",
      "name": "vlocity_cmt__StreetAddress__c"
    },
    {
      "picklist": [],
      "type": "string",
      "label": "Street Supplement 1",
      "name": "vlocity_cmt__Address1__c"
    },
    {
      "picklist": [],
      "type": "string",
      "label": "City",
      "name": "vlocity_cmt__City__c"
    },
    {
      "picklist": [],
      "type": "string",
      "label": "State",
      "name": "vlocity_cmt__State__c"
    },
    {
      "picklist": [],
      "type": "string",
      "label": "Country",
      "name": "vlocity_cmt__Country__c"
    },
    {
      "picklist": [],
      "type": "string",
      "label": "Postal Code",
      "name": "vlocity_cmt__PostalCode__c"
    }
  ]
}
            GetFieldsforRecommendationTable Retrieves the product data for the Recommended Products data table. 
            {
    "FieldSetType": "vlocity_cmt__MemberUploadRecommendedProducts"
}
            		 
            {
  "QMFSFields": [
    {
      "picklist": [],
      "type": "string",
      "label": "Street Address",
      "name": "vlocity_cmt__StreetAddress__c"
    },
    {
      "picklist": [],
      "type": "string",
      "label": "Postal Code",
      "name": "vlocity_cmt__PostalCode__c"
    },
    {
      "picklist": [
        "Valid",
        "Invalid",
        "Success",
        "Partial",
        "Fails"
      ],
      "type": "picklist",
      "label": "Address Validation Result",
      "name": "vlocity_cmt__AddressValidationResult__c"
    },
    {
      "picklist": [],
      "type": "string",
      "label": "Broadband Connection Type",
      "name": "vlocity_cmt__BroadbandConnectionType__c"
    }
  ],
  "Recommendations": [
    {
      "topic": [
        "All"
      ],
      "name": "vlocity_cmt__StreetAddress__c",
      "label": "Street Address",
      "editable": false
    },
    {
      "topic": [
        "All"
      ],
      "name": "vlocity_cmt__PostalCode__c",
      "label": "Postal Code",
      "editable": false
    },
    {
      "topic": [
        "All"
      ],
      "name": "vlocity_cmt__AddressValidationResult__c",
      "label": "Address Validation",
      "editable": false
    },
    {
      "topic": [
        "All"
      ],
      "name": "vlocity_cmt__BroadbandConnectionType__c",
      "label": "Technology",
      "editable": false
    },
    {
      "topic": [
        "All"
      ],
      "name": "vlocity_cmt__RecommendedProducts__c",
      "icon": "utility:sparkles",
      "label": "Recommended Products",
      "sortable": false,
      "searchable": false,
      "editable": false
    }
  ]
}
            QuickQuoteRecommendedProductsView Retrieves the quote member fields for the Recommended Products data table columns. 
            {
    "FieldSetType": "vlocity_cmt__MemberUploadRecommendedProducts"
}
            		 
            {
  "CustomQMFieldMapper": {
    "Recommendations": [
      {
        "topic": [
          "All"
        ],
        "name": "vlocity_arvk__StreetAddress__c",
        "label": "Street Address",
        "editable": false
      },
      {
        "topic": [
          "All"
        ],
        "name": "vlocity_arvk__PostalCode__c",
        "label": "Postal Code",
        "editable": false
      },
      {
        "topic": [
          "All"
        ],
        "name": "vlocity_arvk__AddressValidationResult__c",
        "label": "Address Validation",
        "editable": false
      },
      {
        "topic": [
          "All"
        ],
        "name": "vlocity_arvk__BroadbandConnectionType__c",
        "label": "Technology",
        "editable": false
      },
      {
        "topic": [
          "All"
        ],
        "name": "vlocity_arvk__RecommendedProducts__c",
        "icon": "utility:sparkles",
        "label": "Recommended Products",
        "sortable": false,
        "searchable": false,
        "editable": false
      }
    ]
  }
}
            QuickQuote_BulkCreateQLIs Triggers an asynchronous engine job for creating quote line items for Einstein Quick Quote. 
            {
    "quoteId": "0Q0Dn000000wg0gKAA",
    "quoteMemberToProducts": [
        {
            "quoteMemberId": "a5eDn000000oldMIAQ",
            "productId": "01tDn000007wr21IAA"
        }
    ]
}
            		 
            {
  "asyncProcessId": "a0YDn000003s41DMAQ",
  "asyncProcessName": "Bulk create QLIs for 0Q0Dn000000wg0gKAA",
  "referenceId": "0Q0Dn000000wg0gKAA_bulk_create_QLIs",
  "code": 202,
  "statusMessage": "Job accepted.",
  "technicalMessage": null,
  "errorCode": "INVOKE-200",
  "error": "OK"
}
            CreateEngagementTopic Creates the Engagement summary. 
            {
"InteractionSummary": "Need analysis summary",
"EngagementTopicName": "Need Analysis for a budgetory Quote",
"TopicId": "QuoteId"
}
            		 
            {
  "engagementTopicId": "0u3Dn000000TNI1IAO"
}

            Flexcards in Einstein Quick Quote

            Flexcards contain a combination of information and links to processes within a specific context based on the data source provided.

            Here's the Flexcard used in Einstein Quick Quote.

            Note
            Note For information on how to modify Omnistudio components, see OmniStudio for Vlocity
            FlexcardDescriptionData SourceSample InputSample OutputUsed In
            b2bQuickQuoteDisclaimer Shows the "You're about to use Einstein" disclaimer. — — — The b2b_QuickQuoteContainer_Multi-Language Omniscript

            Omniscripts in Einstein Quick Quote

            An Omniscript is an omnichannel customer engagement and a business tool built on the Salesforce platform.

            Here's the Omniscript used in Einstein Quick Quote.

            Note
            Note For information on how to modify Omnistudio components, see ​OmniStudio for Vlocity
            OmniscriptDescriptionLanguage
            b2b_QuickQuoteContainer_Multi-Language Provides an option to upload locations manually or with a file, and shows questions that the sales rep asks customers. Multi Language
             
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