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VDC 2: Building Digital Commerce Catalogs

Exercise Guide

Doc Version: VDC2 Creating a Digital Commerce Catalog EG v1.0.0


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VDC 2: Building Digital Commerce Catalogs - Page ii


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Table of Contents
Table of Contents..........................................................................................................................iii
Legal Notice...................................................................................................................................iv
Document Conventions.................................................................................................................v
Preface ...........................................................................................................................................vi
Quick Setup for Vlocity Communications ..................................................................................ix
Exercise VDC 2-1: Create a Sales Catalog ................................................................................11

Last Revision: 4/27/20

Table of Contents VDC 2: Building Digital Commerce Catalogs – Page iii


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Legal Notice
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VDC 2: Building Digital Commerce Catalogs - Page iv Legal Notice


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Document Conventions
This training material uses the following conventions.

Convention Meaning Example


Boldface text This formatting highlights the name Click Save.
of a button, menu, link, field,
checkbox, radio button, list, list
option, or panel.

[Boldface text in This formatting highlights a variable /services/apexrest/vlocity_[NS]/v2/DataRapto


brackets] name. Replace this value with the r/AccountExtract/
value for your training environment.

Monospace text This formatting highlights text that IF(CONTAINS(%input_string%, %valu


you must type exactly as it appears, e%), %thenValue%, %elseValue%)
or it is a code example.

VLOCITY SUPPORT

For questions or assistance with your Vlocity implementation, please contact Vlocity Support
or your account manager.

ADDITIONAL RESOURCES

Indicates additional supporting materials or online resources.

TIPS AND TRICKS | BEST PRACTICES

Indicates nice-to-know information, best practices, or useful tips and tricks.

Remove the titles that do not apply. For example, if the callout is a best practice, just have
“BEST PRACTICES” as the callout title.

IMPORTANT

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NOTE

This is an informational note. It provides more detail and draws the reader’s attention.

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Preface
These training exercises are based on the Summer ‘19 release of Vlocity Communications, Media, &
Energy application. For additional information about the topics covered in this module, see the
documentation available in Vlocity Success Community at https://success.vlocity.com.

Overview
This training provides an overview of sales catalogs in the context of building Digital Commerce
experiences. You will learn about creating a sales catalog, setting up product relationships with that
catalog, and how to apply context rules for products in that catalog. As you progress through this training,
you complete practical, hands-on lab exercises designed for use with the Trialforce trial org provided by
Vlocity.

What You Will Learn


When you complete this training, you will be able to:

• Understand how sales catalogs are linked to the shared product catalog.
• Determine how to create sales catalogs.
• Create sales catalogs and product relationships.

Prerequisites
The prerequisites for this training include:

• A solid understanding of basic Salesforce concepts and functionality


• Working knowledge of telecommunications industry business objectives
• A basic understanding of customer relationship management and configuration, pricing, and quoting.
• Completion of the following Vlocity learning modules:
- Introduction to Vlocity Communications
- Introduction to Vlocity CPQ
- Enterprise Product Catalog (EPC)
- Pricing
- Advanced Promotions
- Rules
- Vlocity Communications Data Model Overview

About the Exercises


With Vlocity applications, it’s important to learn by doing. In this exercise guide, you’ll be presented with
many hands-on exercises. There are two types of hands-on exercises: lab exercises and challenge
exercises. It's recommended that you complete the exercises in order.

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Lab exercises include:

• A brief scenario that explains the use case or business need that drives the application
feature or functionality.
• A list of tasks
• Step-by-step instructions on how to complete the tasks.

Challenge exercises include:

• A brief scenario that explains the use case or business need that must be met.
• A list of requirements or tasks to complete.

There are three levels of challenge.

A Level 1 Challenge:

• Reinforces the skills you learned in the lab exercises

A Level 2 Challenge:

• Is similar to a Level 1 Challenge


• Requires additional practice of the current skill or skills from previous lessons

A Level 3 Challenge:

• Is more advanced
• Requires you to integrate several skills from different lessons together

Challenge exercises solidify what you learned in the lab exercises, build your skills, and allow you to
make mistakes—which is how you will master this application.

Preface VDC 2: Building Digital Commerce Catalogs – Page vii


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VDC 2: Building Digital Commerce Catalogs - Page viii Preface


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Quick Setup for Vlocity Communications


Before starting your exercises, ensure that you have completed the setup tasks. This only needs to be
completed once for each Communications, Media, & Energy org. For detailed information on these tasks,
please see Vlocity EPC training.

1. Set up My Domain.

a. Log into your training org.


b. Go to Setup.
c. In the Quick Find box, type my domain. Click My Domain.
d. In My Domain Step 1, enter a unique domain name. You can try the unique part of your training
org login plus the industry for this. For example, if your login is name@company.com.vusrvo-
999999, try vusrvo-999999-cme. Or if your login is student9999@cme.edu, try
student9999-cme.
e. Click Check Availability.
f. Click Register Domain. This process typically takes less than 30 minutes.

2. Calibrate product attributes.

a. Using the Lightning App Launcher in the upper-left, click the Vlocity CME Admin app.
b. In the Lightning navigation bar, click Vlocity Attributes.
c. Click Recently Viewed, and change the list view to All.
d. In the upper-right, click Process Attributes.
e. Click Start processing.

3. Set up the platform cache.

a. Open Setup in a new browser tab.


b. In the Quick Find box, type Platform Cache. Click Platform Cache.
c. Click Edit to edit the CPQPartition.
d. Under Session Cache Allocation, enter 5.
e. Under Org Cache Allocation, enter 5.
f. Click Save.
g. Click Back to Platform Cache Partitions.
h. Click Request Trial Capacity, and click OK.
i. Close the Setup browser tab.

4. Initialize the platform cache.

a. Return to the browser tab that has the Vlocity CME Admin app open.
b. In the Lightning navigation bar, click Vlocity CMT Administration.
c. Under Admin Console, click Maintenance Jobs.
d. On the Maintenance Jobs page, find the PRODUCT HIERARCHY MAINTENANCE job, and
click Start. Messages should display indicating that the job completed successfully.
e. At the bottom of the list of jobs, find REFRESH PLAFORM CACHE, and click Start.

5. Deploy Your Domain.


Quick Setup for Vlocity Communications VDC 2: Building Digital Commerce Catalogs – Page ix
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a. Go to Setup.
b. In the Quick Find box, type my domain. Click My Domain.
c. If your domain is ready to be deployed, you will see My Domain Step 3. If you do not see this,
wait until your domain is ready. You should receive an email notification.
d. Under your domain name in the middle of the page, click the Log in button to relaunch your
browser in your domain.
e. Click Deploy to Users and click Ok.
f. Click Switch to Lightning Experience to return to Lightning.
g. Close any extra browser tabs open in the old domain.

That’s it! Your Communications, Media & Energy training org is ready for you to begin the lab exercises.

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Exercise VDC 2-1: Create a Sales Catalog


Scenario

Felix is ready to create a brand new Digital Commerce site to prepare for the upcoming
release of new iPhone mobile devices. Before he can begin working with his UI Developer,
Frances, to create the site itself, he needs to get the catalog ready. By creating a catalog
with the new iPhones already associated with it, it will simplify Frances’ site testing and
development later on.

What You Will Learn
• Understand how sales catalogs are linked to the shared product catalog.
• Determine how to create sales catalogs.
• Create sales catalogs and product relationships.

Task Overview
Task 1: Set up the Catalog
Task 2: Check the Products’ Status
Task 3: Create Catalog Product Relationships

What is a sales catalog?


Sales catalogs are a subset of products/promotions from the Vlocity shared catalog. (You can learn more
about the Vlocity shared catalog in Vlocity EPC training.) Sales catalogs are ideal for Digital Commerce
sites because they can be curated for specific product marketing strategies. In order to start building an
ecommerce site, you will need to create an ecommerce sales catalog. For this exercise, you will create a
catalog and associate some products with it.

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Task 1: Set up the Catalog

1.1 Using the Lightning App Launcher , select Digital Commerce.

1.2 In the Lightning navigation bar, click Catalogs.

1.3 Click New in the top-right corner.

1.4 In the New Catalog dialog, enter the following information.

Field Value Notes

Catalog Name Mobile Catalog

Catalog Code DC_Mobile Catalog codes are used by DC Web


Components, SDK, and APIs in order
to retrieve and display products to the
UI.

Vlocity recommends using a DC_prefix


to easily identify DC catalogs. This
value is not required to be unique.

Is Active ü This field must be set to active as it


is enforced.
Start Date From [today’s date] Vlocity recommends setting the
Start Date Time (and End Date
Time, if desired) fields, although
they are not currently enforced.
Description Digital Commerce Catalog for
Mobile Phones

Default Price List B2C Price List All of the products in a catalog
should be on the same price list.
This price list will be used to look
up the price list entry of the
products that are included in the
catalog.

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1.5 Click Save.

Task 2: Check the Products’ Status

Felix’s first priority is getting the new iPhone X and iPhone Xs devices up on his new digital commerce
site. For good measure, he will add at least one mobile plan as well. Before he adds them to his new
digital commerce catalog, he needs to make sure that they are marked as active in the shared catalog.

In this exercise, the products are already entered into the shared catalog for you.

2.1 In the Lightning navigation bar, click Vlocity Product Console.

2.2 In the Dashboard under Product Management, click the search icon next to Product.

2.3 Click the search icon

Quick Setup for Vlocity Communications VDC 2: Building Digital Commerce Catalogs – Page 13
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2.4 Ensure the following products are present and marked as Active in your training org:
Apple iPhone X
Apple iPhone Xs
Individual Simple Choice Plan

IMPORTANT

Products marked inactive will not be returned in the API response and will not be cached.

Task 3: Create Catalog Product Relationships

3.1 Using the Lightning App Launcher , search for Catalogs, and then select it.

3.2 Click Mobile Catalog.

3.3 Click the Related tab header.

3.4 Next to Catalog Product Relationships (0), click the New button.

3.5 In the New Catalog Product Relationship dialog, enter the following information.

Field Value Notes

Catalog Product iPhone X


Relationship Name

Catalog Mobile Catalog

Product Apple iPhone X

Effective Date [today’s date] Vlocity recommends setting the


Effective Date (and End Date, if
desired) fields, although they are
not currently enforced.
Is Active ü

3.6 Click Save.

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3.7 Repeat the previous two steps for Apple iPhone Xs and Individual Simple Choice
Plan. Felix’s first Digital Commerce is now created and has products associated with it.

IMPORTANT

This catalog’s products have not yet been cached and are therefore not yet available to the
Digital Commerce APIs. We will cover how to populate the Digital Commerce cache in a later
module.

Review
Confirm your understanding by answering these questions.

• How does a sales catalog differ from the shared catalog?


• What designation must products have to be returned by the API response?
• What are catalog codes used by?
• How do you associate products with a sales catalog?

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