3 / Prepare template

The follwing actions are needed : 

• Create a Pricing Campaign in Salesforce :
  • Access object "Pricing Campaign"
  • Click on "New"
  • Set the following info ==>
    • Campaign Name
    • Scope
    • Description
    • Source
    • GBU, BU
    • Campaign Start Date
    • Campaign End Date  -->FD - [CORE] Persona & Permissions
    • Price Valid From 
    • Price Valid To
    • Price valid to rules
    • 1. For Novecare :
         1. can’t be more than 4 months than Price Valid from
      2. For TS : 
         1. can’t be more than 12 months than Price Valid from

• Copy the ID from the Pricing Campaign into the template file in the cell : "Salesforce Pricing Campaign ID (ex : a0j26000005WOVuAAO)"

/!\ Pricing campaign Owner must be a user of the GBU.

• Check Salesforce Column references : 
  • Make sure that values, starting line 14 are in the Correct format ( line 12) and refer the correct data in the file.

4 / Request file automation

DO THIS STEP at least 1 week prior the date you want to LOAD data into  Salesforce

Once the file is almost ready, the price manager can raise a specific ticket to request the automation of the integration.

Step 1/ Fill Following Sheet 

• QPR Preparation - Template - Google Sheets  → Sheet : Talend Job

Following information are requested : 

• File URL
• Sheet Name
• Environment
• Status = "Requested to be setup"

PAM team must share file (Edit Right) to this following Email :  

sa-talend-gsheet-api@api-talend-pricing-gsheet.iam.gserviceaccount.com

Share the QPR file used for the campaign

Step 2/ Raise a ticket  :

Ticket Creation process to be identified. During the project, request it to the project team.

• Go to Link to Service One

• Then select the appropriate action in the dropdown list 

  • Data services → Big Data & Analytics → Data Analytics Operations
• Fill the form with : 
  • Action : "Data Flow Industralization"--> "Move to Prod"
  • Description : 
    • We request the setup of the requested files :
      
      https://docs.google.com/spreadsheets/d/1puDOf4veVb3djp4DD42bh-ZWFDHDm_LPYTtozSdr158/edit#gid=1551090850
      QPR Preparation - Template - Google Sheets -->Talend Job, Line 11/12/13
  • Application Name :"Talend"
  • Name of the Project : "Pricing Project - 110204"
• Create the Ticket.
• A dataops team member will set the file for you. You 'll get notified when it is done.
  • No setup will be done on Friday neither on Monday

Once the job is setup / ticket is closed and the Job Status is Running

After this request : 

• Every  15 minutes a batch will check if a CPC need to be created/updated  (see below) – >Every work day from  9am to 5.45pm

Also You MUST NOT change the File Sheet name after this request. Otherwise the automation will not be triggered and NO CPC will be loaded.

END of loading after campaign

After the Campaign the Price manager can request to remove this file automation by updating the Status to: "Requested to stop" and Raise a ticket. (see above)

5 / Load data in Salesforce

Prior loading CPC we recommend to update Price settings in Salesforce ( Margin Policy, EXW Asset Price Floor,Variable Manufacturing Costs)

When the File is ready the user need to request its integration by setting the value  of the cell Load "Data into Salesforce"

• Requested

Every 10 minutes a batch will collect the file and create / update / Delete all CPC into Salesforce.

When the batch is done :

• the value of "Data into Salesforce" is back to : "Not Yet"
• The user can see in the Sheet the follwing information updated : 
  • Last Load in Salesforce : this cell is updated with the latest time the batch processed the file
  • CPC reference
  • Salesforce CPC Id
  • Integration Status
    • Error
    • Success
  • Last Integration
    • this cell is updated with the latest time the batch processed the specific line
  • Integration Error Message
  • Action
    • After the batch run it makes this action to Empty.

Process in place : 

For Every line where : 

• • Action = “To Delete” & CPC Id is set

  •  Delete the Pricing Campaign CPC record  based on the ID. 

  • Action = “To Delete” & CPC Id is not set

  • Integration Error message = “We can’t delete this record as no Salesforce Id is  specified.”

  • Action = “To Create/Update” & CPC Id is not set.

  • We need to Insert the CPC in Salesforce based on the given mapping

  • Action = “To Create/Update” & CPC Id is set.

  • We need to Update the CPC in Salesforce based on the given mapping

  • The CPC Id is the one filled in the column $CPC Id 

  • If there is an error during integration : 

  • Action = Empty

  • Integration Status = Error

  • Integration Error message = Error message from Salesforce

  • Else if no error

  • Action = Empty

  • Integration Status = Integrated or deleted

  • Integration Error message = Empty

  • Last Integration Date = Current Date Time

  • CPC Id to be retrieved from Salesforce or remove the CPC ID

  • CPC Reference = Retrieved from Salesforce or remove the CPC ID

  • based on the SOQL : “Select name from SLV44_Pricing_Campaign_CPC__c  where id = $CPC Id “

Talend specification can be find here Insert CPC in SF - Interface specification

Talend Interface - Permissions - Connection details

6 / Track acheivement of the campaign

Once the campaign is loaded into Salesforce, Key Account manager review every CPC and the PriceManager can track achivement of the campaign via a Dashboard and specific report.

Link to the Dashboard in Salesforce: Pricing Campaign Dashboard

+ Description of the Dashboard in Salesforce to be done

Pricing Dashboard User Documentation - Pricing Front End - 11240 - Solvay - Wiki knowledge base

This dashboard retreived the Pricing Campaign data from Salesforce.

Technical Sharing

Visibility of Pricing campaign are given as follow : 

Organisation Wide Default

Object	Default Internal Access	Default External Access	Grant Access Using Hierarchies
Pricing Campaign	Private	Private

Sharing rule