Loading
Feature degradation | Gmail Email delivery failureRead More
Get Started with Communications, Media, and Energy & Utilities (CME)...
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          . Vlocity Cards for CPQ

          Vlocity Cards for CPQ

          Industries Cart is Industries Communications' shopping-cart UI, developed using the Vlocity Cards Framework.

          You can modify the appearance and behavior of the cart to customize it according to your specific business requirements. The Vlocity Cards Framework provides configurable cards, layouts, and templates, which are UI building blocks included out-of-the-box with the Salesforce Industries Communications managed package.

          Layouts can call omnichannel web APIs to retrieve data. Templates and cards display that data. The cards-based CPQ user interface uses the HybridCPQ Visualforce page, not the typical Console Cards page.

          You can use Assets Visualforce pages to render assets on the Account record detail pages. You can use the Review Order Cart read-only Visualforce page to render a read-only review cart on the Order record detail pages. Cards, templates, and layouts control these areas as well.

          ​Salesforce Industries Communications, Media, and Energy uses the following Cards, Layouts, and Templates.

          Note
          Note

          To implement Vlocity Cards for usage-based pricing for energy, see Usage-Based Pricing for Industries CPQ.

          Name

          Element

          Description

          Related To

          Data Source

          comp-assets-base-grid (layout)

          layout

          Provides structure for the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-base-grid (template)

          None

          comp-assets-base-grid (template)

          template

          Provides space for the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-base-grid (layout)

          n/a

          comp-assets-contract-layout

          layout

          Provides structure for assets that are listed by contract on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-contract (template)

          comp-assets-product-item (card)

          Dual

          getAssetsByContract

          comp-assets-contract-load (template)

          template

          Groups assets by contract IDs.

          n/a

          n/a

          comp-assets-contract (card)

          card

          Renders the date picker and other items in the header portion of the space that displays the assets in the cards-based Assets and Review Cart Visualforce pages, when assets are grouped by contract.

          comp-assets-products (template)

          comp-assets-contract-layout

          comp-assets-no-contract (card)

          comp-assets-no-contract-layout

           

          comp-assets-contract (template)

          template

          Provides space for assets that are listed by contract on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-contract-layout

          n/a

          comp-assets-header-card (template)

          template

          Renders the banner at the top of the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-header (card)

          comp-assets-header (layout)

          n/a

          comp-assets-header (card)

          card

          With the comp-assets-header-card template, renders the banner at the top of the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-header-card (template)

          comp-assets-header (layout)

          None

          comp-assets-header (layout)

          layout

          Provides the structure for the banner at the top of the cards-based Assets and Review Cart Visualforce pages.

          Dual

          getAccounts

          template

          Provides the space for the banner in the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-header (layout)

          comp-assets-header (card)

          n/a

          comp-assets-info-panel (layout)

          layout

          Provides the structure for the info panel in the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-info-panel (template)

          None

          comp-assets-info-panel (template)

          template

          Renders the info panel in the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-info-panel (layout)

          n/a

          comp-assets-load (template)

          template

          Renders the space for assets that are not grouped by contract in the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-products (layout)

          comp-assets-contract (card)

          comp-assets-no-contract (card)

          comp-assets-no-contract-layout

          n/a

          comp-assets-no-contract-layout

          layout

          Provides structure for assets that are not associated with contracts on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-no-contract (template)

          comp-assets-product-item (card)

          Dual

          getAssetsByAccount

          comp-assets-no-contract (card)

          card

          Renders the date picker and other items in the header portion of the space that displays the assets in the cards-based Assets and Review Cart Visualforce pages, when assets are not grouped by contract.

          comp-assets-load (template)

          Sample

          comp-assets-no-contract (template)

          template

          Provides space for assets that are not associated with contracts on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-no-contract-layout

          n/a

          comp-assets-product-children (layout)

          layout

          Provides the structure for each child product item on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-product-children (template)

          comp-assets-product-item-child (card)

          Parent

          comp-assets-product-children (template)

          template

          Provides the space for each child product item on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-product-children (layout)

          n/a

          comp-assets-product-item-child (card)

          card

          Renders each child product on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-product-item (template)

          comp-assets-product-children (layout)

          None

          comp-assets-product-item-child (template)

          template

          Displays the details of the child element in an asset bundle in the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-product-children (layout)

          n/a

          comp-assets-product-item (card)

          card

          Renders the space for products listed by contracts on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-product-item (template)

          cpq-card-blank (template)

          comp-assets-contract-layout

          None

          comp-assets-product-item (template)

          template

          Provides the space for products listed by contracts on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-product-item (card)

          comp-assets-product-item-child (card)

          n/a

          comp-assets-products (layout)

          layout

          Provides the structure for the space for assets that are not grouped by contract in the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-products (template)

          comp-assets-contract (card)

          comp-assets-no-contract (card)

          comp-assets-no-contract-layout

          None

          comp-assets-products (layout)

          template

          Renders the header portion of the space that displays the assets in the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-contract (card)

          comp-assets-no-contract (card)

          comp-assets-no-contract-layout

          n/a

          comp-assets-promotions-card

          card

          Renders the products on the Promotions tab on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-promotions (layout)

          comp-assets-promotions (template)

          cpq-card-blank (template)

          None

          comp-assets-promotions (layout)

          layout

          Provides the structure for the Promotions tab on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-promotions (template)

          comp-assets-promotions-card

          Dual

          getAppliedPromotionsByAccount

          comp-assets-promotions (template)

          template

          Provides the space for the Promotions tab on the cards-based Assets and Review Cart Visualforce pages.

          comp-assets-promotions (layout)

          comp-assets-promotions-card

          n/a

          comp-cart-review-base-grid (layout)

          layout

          Provides the structure for the Review Cart Visualforce page.

          comp-cart-review-base-grid (template)

          None

          comp-cart-review-base-grid (template)

          template

          Provides the space for the Review Cart Visualforce page.

          comp-cart-review-base-grid (layout)

          n/a

          comp-cart-review (layout)

          layout

          Provides the structure for the main panel of the Review Cart Visualforce page.

          comp-cart-review (template)

          comp-assets-product-item (card)

          Dual

          getCartsItems

          comp-cart-review (template)

          template

          Provides the space for the main panel of the Review Cart Visualforce page.

          comp-cart-review (layout)

          n/a

          cpq-base-grid (layout)

          layout

          Provides the underlying structure for the CPQ interface.

          cpq-base-grid (template)

          None

          cpq-base-grid (template)

          template

          Provides a three-column cart interface with the total bar along the bottom of the page.

          cpq-base-grid (layout)

          n/a

          cpq-base-header-card (template)

          template

          Provides the text and buttons and their format for the cart header.

          cpq-header (card)

          n/a

          cpq-base-header-payment-choice (layout)

          layout

          Calls the getListsOfValues API to provide the user payment choices in Industries Cart.

          cpq-base-header-payment-choice (template)

          Dual

          getListsOfValues

          cpq-base-header-payment-choice (template)

          template

          Renders the Payment Choice drop-down list in Industries Cart.

          cpq-base-header-payment-choice (layout)

          n/a

          cpq-base-header-pricelist (layout)

          layout

          Renders the picklist that displays the price lists in the upper left corner of Industries Cart.

          cpq-base-header-pricelist (template)

          Dual

          getPriceLists

          cpq-base-header-pricelist (template)

          template

          Calls changePricelist to assign the price list the agent selects.

          cpq-base-header-pricelist (layout)

          changePricelist

          cpq-base-header (template)

          template

          Provides the structure for the cart header.

          cpq-header (layout)

          cpq-header (card)

          n/a

          cpq-base-theme-variables

          template

          Contains CSS variables used in other templates.

          n/a

          cpq-base-variables

          template

          Contains CSS variables used in other templates and themes.

          cpq-base-theme-variables

          n/a

          cpq-card-blank (template)

          template

          Empty template to create a custom view.

          cpq-cart-applied-promotions-card and cpq-cart-promotions (card)

          cpq-product-cart-item (card)

          comp-assets-product-item (card)

          comp-assets-promotions-card

          n/a

          cpq-card-mixin (template)

          template

          Displays the bundle hierarchy in Industries Cart.

          comp-assets-product-item-child (card)

          comp-assets-product-item-child (template)

          cpq-product-cart-item-child (card)

          cpq-product-cart-item-child (layout)

          cpq-product-cart-item-child (template)

          cpq-product-cart-item (template)

          n/a

          cpq-cart-item-detail (card)

          card

          Renders the information in the Line Item Details dialog box.

          cpq-cart-item-detail (layout)

          cpq-product-cart-item (template)

          None

          cpq-cart-item-detail (layout)

          layout

          Provides the interface for the Line Item Details dialog box.

          cpq-cart-item-details (template)

          cpq-cart-item-detail (card)

          getCartsItems

          or cpq-cart-item-details card

          cpq-cart-item-details (template)

          template

          Provides the structure for the cards in the Line Items Details dialog box.

          cpq-cart-item-lookup (layout)

          cpq-cart-item-detail (card)

          n/a

          cpq-cart-item-lookup (layout)

          layout

          Provides the Cart Item Lookup Field dialog box.

          cpq-cart-item-lookup (template)

          getAvailableSites

          cpq-cart-item-lookup (template)

          template

          Provides the structure for the Cart Item Lookup Field dialog box.

          cpq-cart-item-lookup (layout)

          n/a

          cpq-cart-promotions (card)

          card

          Renders each individual applied promotion in the cart.

          cpq-cart-promotions (layout)

          cpq-card-blank (template)

          None

          cpq-cart-promotions (layout)

          layout

          Renders the list of applied promotions in the cart.

          cpq-cart-promotions (template)

          cpq-cart-promotions (card)

          Dual

          getPromotionsAppliedToCart

          cpq-cart-promotions (template)

          template

          Retrieves the list of applied promotions in the cart.

          cpq-cart-promotions (layout)

          n/a

          cpq-config-attr-custom-action-template1 and cpq-config-attr-custom-action-template2

          template

          Created to support custom actions in the Industries Cart information panel. Adds functionality with a lookup field for a phone number.

          none

          n/a

          cpq-header (card)

          card

          Displays the cart header content.

          cpq-base-header-card (template)

          cpq-header (layout)

          getCarts

          cpq-header (layout)

          layout

          Provides the header for the cart.

          cpq-base-header (template)

          cpq-header (card)

          None

          cpq-input-custom-template-sample

          template

          Sample template to show how to provide a custom template for a field in the Industries Cart information panel.

          none

          n/a

          cpq-left-sidebar (layout)

          layout

          Displays the sidebar that contains the Product list and Promotions list.

          cpq-left-sidebar (template)

          None

          cpq-left-sidebar (template)

          template

          Provides structure for the Product list and Promotions list in Industries Cart.

          cpq-left-sidebar (layout)

          n/a

          cpq-mixin

          template

          Generates padding styles for the product name in a hierarchy in Industries Cart.

          All templates

          n/a

          cpq-product-card-config-card

          card

          Contains the editable fields that the user can update on the product configuration panel.

          cpq-product-cart-config (template)

          cpq-product-cart-config (layout)

          None

          cpq-product-cart-config (layout)

          layout

          Renders the configuration panel in the cart.

          cpq-product-cart-config (template)

          None

          cpq-product-cart-config (template)

          template

          Provides the structure for the configuration panel in the cart.

          cpq-product-cart-config (layout)

          n/a

          cpq-product-cart-item-cell-detail (flyout)

          flyout

          Displays the Price Details dialog box.

          cpq-product-cart-item-cell-detail (template)

          None

          cpq-product-cart-item-cell-detail (template)

          template

          Provides structure for the Price Details dialog box.

           

          n/a

          cpq-product-cart-item-cell-payment-choice (template)

          template

          Renders the Payment Choice drop-down list for a single line item in Industries Cart.

          cpq-product-cart-item-cell-payment-choice (template)

          n/a

          cpq-product-cart-item-cell-pricing (flyout)

          flyout

          Displays the Apply Discount dialog box

          cpq-product-cart-item-cell-pricing (template)

          None

          cpq-product-cart-item-cell-pricing (template)

          template

          Provides structure for the Apply Discount dialog box.

          cpq-product-cart-item-cell-pricing (flyout)

          n/a

          cpq-product-cart-item-child (card)

          card

          Renders each child-level line item in Industries Cart.

          cpq-product-cart-item-child (template)

          None

          cpq-product-cart-item-child (layout)

          layout

          Displays child-level product information in Industries Cart.

          cpq-product-cart-item-child (template)

          cpq-cart-item-child-products card

          Parent

          cpq-product-cart-item-child (template)

          template

          Provides the structure for the child-level product information in Industries Cart.

          cpq-product-cart-item-child (layout)

          n/a

          OBSOLETE

          cpq-product-cart-item-delete

                 

          cpq-product-cart-item (card)

          card

          Displays each line item in a cart.

          cpq-product-cart (layout)

          cpq-product-cart-item (template)

          None

          cpq-product-cart-item (template)

          template

          Provides the structure for the Line Item Details dialog box.

          cpq-cart-item-detail (card)

          n/a

          cpq-product-cart-item (template)

          template

          Provides the structure for each line item in the cart. Display the root level product information in the cart.

          cpq-product-cart-item (card)<../a>

          n/a

          cpq-product-cart (layout)

          layout

          Provides the structure for the product cart.

          cpq-product-cart (template)

          cpq-product-cart-item (card)

          getCartsItems

          cpq-product-cart (template)

          template

          Provides the structure for the cart.

          cpq-product-cart (layout)

          n/a

          cpq-product-config-custom-action

          layout

          Renders custom actions in the CPQ user interface.

          cpq-product-config-custom-action (template)

          Custom

          cpq-product-config-custom-action (template)

          template

          Provides a very basic structure on which you can base custom actions.

          cpq-product-config-custom-action layout

          n/a

          cpq-product-details (card)

          card

          Displays the details for one product in the Product Details dialog box.

          cpq-product-item-more (layout)

          cpq-product-item-details (template)

          None

          cpq-product-filters (layout)

          layout

          Renders the filterable attributes list panel, including the Reset and Apply buttons.

          cpq-product-filters (template)

          getCartsAttributes

          cpq-product-filters (template)

          template

          Renders the filterable attributes list panel, including the Reset and Apply buttons.

          cpq-product-filters (layout)

          n/a

          cpq-product-item-details (template)

          template

          Provides the structure for each product in the Product Details dialog box.

          cpq-product-details (card)

          n/a

          cpq-product-item-more (layout)

          layout

          flyout

          Renders the Product Details dialog box.

          cpq-product-item-more (template)

          cpq-product-details (card)

          getCartsProducts

          cpq-product-item-more (template)

          template

          Provides the base structure for the Product Details dialog box.

          cpq-product-item-more (layout)

          n/a

          cpq-product-item (card)

          card

          Displays each product in the product list in the cart.

          cpq-product-list (layout)

          cpq-product-item (template)

          cpq-product-item-more (template) flyout

          None

          cpq-product-item (template)

          template

          Provides the structure for each product in the product list in the cart.

          cpq-product-item (card)

          n/a

          cpq-product-list (layout)

          layout

          Renders the product list in the cart, including the search box and filter.

          cpq-product-list (template)

          cpq-product-item (card)

          getCartsProducts

          cpq-product-list (template)

          template

          Provides the structure for the product list in the cart.

          cpq-product-list (layout)

          n/a

          cpq-promotion-item (card)

          card

          Renders each individual promotion line item in Industries Cart.

          cpq-promotions-list (layout)

          cpq-promotion-item (template)

          None

          cpq-promotion-item (template)

          template

          Provides the structure for an individual promotion line item in Industries Cart.

          cpq-promotion-item (card)

          n/a

          cpq-promotions-list (layout)

          layout

          Renders the Promotions list in Industries Cart.

          cpq-promotions-list (template)

          cpq-promotion-item (card)

          Dual

          getCartsPromotions

          cpq-promotions-list (template)

          template

          Provides the structure for the Promotions list in Industries Cart.

          cpq-promotions-list (layout)

          n/a

          cpq-slds-prompt (layout)

          layout

          Provides the container for the template to customize prompts in Industries Cart

          cpq-slds-prompt (template)

          n/a

          cpq-slds-prompt (template)

          template

          Enables customizing prompts in Industries Cart.

          cpq-slds-prompt (layout)

          n/a

          cpq-theme-variables

          template

          Contains CSS variables used in other templates.

          all CPQ templates

          n/a

          cpq-total-bar-card

          card

          Renders the total bar in the cart.

          cpq-total-card (template)

          cpq-total-bar (layout)

          None

          cpq-total-bar (layout)

          layout

          Renders the total bar in the cart.

          cpq-total-bar (template)

          cpq-total-bar-card

          getCarts

          cpq-total-bar (template)

          template

          Provides the structure for the total bar in the cart.

          cpq-total-bar (layout)

          n/a

          cpq-total-card (template)

          template

          Provides the text and buttons, as well as their styling, for the total bar in the cart

          cpq-total-bar-card

          n/a

          Note
          Note

          The following templates, layouts, and card were deleted from ​Salesforce Industries Communications, Media, and Energy Summer '17:

          • cpq-product-addon (template and layout)

          • cpq-product-addon-item (card)

          • cpq-product-addon-item-same-section (template)

          • cpq-product-addon-item-separate-section (template)

          All layouts are listed on the Vlocity Cards tab. If you experience errors while importing Omnistudio Data Mappers associated with Vlocity cards while the OmniStudio Standard Runtime setting is turned on, the issue is likely because of naming conflicts. To resolve this issue, uniquely rename the DRs to ensure they don't conflict with any existing elements.

          Layouts & Cards list page showing many of the CPQ cards.

          Industries Cart with Product List and Product Line Items

          Figure components are described in the subsequent list.
          1. cpq-base-grid layout and cpq-base-grid template

          2. cpq-base-header-pricelist layout and cpq-base-header-pricelist template

          3. cpq-base-header template and cpq-header layout

          4. cpq-base-header layout, cpq-base-header-card template, and cpq-header card

          5. cpq-product-list layout and cpq-product-list template

          6. cpq-product-item card and cpq-product-item template

          7. cpq-product-cart layout and cpq-product-cart template

          8. cpq-product-cart-item template and cpq-product-cart-item card

          9. cpq-total-bar layout, cpq-total-bar template, cpq-total-bar-card card, and cpq-total-card template

          Industries Cart with Configuration Panel

          Figure components are described in the subsequent list.
          1. cpq-product-cart-config layout and cpq-product-cart-config template

          2. Click to look up a specific object, such as a service account or location.

          Industries Cart Basic View

          Figure components are described in the subsequent list.
          1. Click for product details. Opens the Product Details dialog box, which uses the cpq-product-details card, cpq-product-item-more layout, and cpq-product-item-details template.

          2. Click to display or hide the Products or Promotions list.

          3. Click for line item details for the root item. Opens the Line Item Details dialog box.

          4. Click to open the configuration panel.

          5. Products and Promotions lists, cpq-left-sidebar template and cpq-left-sidebar layout

          6. Child line items in Industries Cart, cpq-product-cart-item-child layout, cpq-product-cart-item-child template, and cpq-product-cart-item-child card

          Industries Cart Promotion List and Tab

          Figure components are described in the subsequent list.
          1. cpq-promotions-list layout and cpq-promotions-list template

          2. cpq-cart-promotions and cpq-cart-promotions template

          3. cpq-promotion-item template and cpq-promotion-item card

          4. cpq-cart-promotions card

          Product Details Dialog Box

          Figure components are described in the subsequent list.
          1. cpq-product-item-more layout and cpq-product-item-more template

          2. cpq-product-details card and cpq-product-item-details template

          Note
          Note

          Configure the card to determine which details are displayed.

          Line Item Details Dialog Box

          Figure components are described in the subsequent list.
          1. cpq-cart-item-detail layout and cpq-cart-item-details template

          2. cpq-cart-item-detail card and cpq-product-cart-item template

          Cart Item Lookup Field Dialog Box

          In the Cart Item Lookup Field window, under 'Please select a value from dropdown below', the value 'Alexander - New York City Residence' is selected. Under 'Please provide info below to create new instance', the Account Name field is blank. Below the Account Name field is a Create New button.
          • cpq-cart-item-lookup layout and cpq-cart-item-lookup template

          • cpq-product-filters layout and cpq-product-filters template

          Industries Cart with Filterable Attributes List

          Figure components are described in the subsequent list.
          • cpq-product-filters layout and cpq-product-filters template

          Vlocity Assets Cards-Based Visualforce Page

          Figure components are described in the subsequent list.
          1. comp-assets-header

          2. comp-assets-products

          3. comp-assets-contract

          4. comp-assets-product-item

          5. comp-assets-product-item-child

          6. comp-assets-product-children

          7. comp-assets-base-grid

          8. comp-assets-contract

          9. comp-assets-header

          .
           
          Loading
          Salesforce Help | Article