Prerequisites for setting up CPQ

Verify that you have completed the prerequisites before setting up the Configurator.

Before you begin

Role required: admin

Procedure

1. Navigate to All > System Applications > All Available Applications > All.

2. Install the following plugins searching by name or ID; if the plugin does not appear in the results, request it from the ServiceNow Store.

   Select a version and Load demo data as required.

   • CSM and FSM Workspace Foundation(sn_cwf_wrkspc)

   • Order Management (sn_ind_tmt_orm)

   • Product Catalog Management Core (sn_prd_pm)

   • Price Management (sn_csm_pricing)

   • Quote Management Application (sn_quote_mgmt)

   • Product Configurator (sn_prd_config_ui)

   • Customer Life Cycle Management Workflows (sn_l2c_cust_flows)

   • Product and pricing rules (sn_csm_price_mtrx)

   • Opportunity Management Application (sn_opty_mgmt)

   • Product Offering Recommendations (sn_prd_pm_ra)

   • Order Management Portal (sn_ord_mgmt_portal)

   • Order Operations Case Management (sn_order_case)

   • Case Management for Invoice Operations (sn_csm_invoice)

   • Sales Cart (sn_sales_cart)

   • Customer Life Cycle Managment Self Service (sn_clm_selfservice)

   • Customer Service Portal (sn_csm_portal)

   • CPQ Integration (sn_cpq_intg)

   • CPQ Configurator (sn_cpq_config)

   • Contracts and Entitlement Workflows (sn_contract_ent_wf)

   • Sales Quota Application (sn_quota_app) The following are dependent plugins that are installed with the above mentioned plugins. Review and install the plugins if they aren't installed already.

   • Product Catalog Management Core (sn_prd_pm) - installed with Price Management, Product Configurator, Product Offering Recommendations

   • Customer Life Cycle Management Workflows (sn_l2c_cust_flows) - installed with Order management and Quote Management Application, Contracts and Entitlement Workflows

   • Price Management (sn_csm_pricing) - installed with Product and pricing rules, Sales Cart

   • Order Management (sn_ind_tmt_orm) - installed with Order Management Portal, Order Operations Case Management

   • CPQ Integration (sn_cpq_intg) - installed with CPQ Configurator

3. Gather information regarding your instance.

   1. Navigate to https://<service_instance_url>/oauth_entity.do?sys_id=3b119df83b566210a0c0989e53e45a15 for the OAuth Entity record to retrieve the Client ID and Secret.

      Note: Replace <service_instance_url> with your ServiceNow instance in the URL mentioned above.

   2. Verify the CPQ Admin UI Application Registry exists with a ClientID and Client secret.

   3. Select the lock icon of the Client secret field to make it visible.

   4. Copy the Client ID ** and Client secret** if exists; use them to request a CPQ instance.

4. Request a CPQ instance using the following the steps.

   1. Navigate to Now Support.

   2. Select Create a case.

   3. In the ServiceNow Otto panel, select Create a case.

   4. Select Service request.

   5. In the subject field, enter Request a new CPQ instance and select Next.

   6. Choose your instance and select Next.

      Note: Contact Primary Customer Administrator (PCA) if your instance is not listed in the instances list.

   7. Select Continue.

   8. In the Describe the issue field, enter the following details.

      • Client ID and Client Secret fetched from Step 3

      • Primary Business Contact (name and email address)

      • Instance Owner (name and email address)

      • ServiceNow Instance URL

   9. Select Continue.

   10. Review the summary and select Confirm and Submit.

Result

You will receive an email with the CPQ details. Select the View request to access the support portal and set a password.

Note: You can proceed with the guided setup only after you receive CPQ details.

What to do next

Set up CPQ using guided setup