Requirements
- In order to generate correct BOM, Budgetary quote and Salesforce Quote, user must enter the Opportunity ID or Deal Registration Approval ID.
- In case of Nutanix models, Opportunity value helps Sizer determine if the sizing needs to be done for appliance or hardware disaggregated. Based on the opportunity value, user will be presented with support and license selection page which is applicable to software choice or appliance sizing.
- Opportunity value plays a significant role when sizing with Non Nutanix Software only Vendors. If Opportunity is marked for Software only, then then user will be presented with support and license selection page which is applicable to CBL, otherwise user won’t see any support and license selection page.
- Opportunity is a required field when creating a Salesforce Quote. It also ensure that Sizer isn’t sending quotes creating for velocity program to non-velocity opportunities.
- If user doesn’t have the opportunity information but would still like to size for CBL/Software choice, one can do so my selecting “Software Choice Only” option from the create scenario page.
Steps to push BOM & Quote to Salesforce
- Linking scenario to an opportunity or deal reg. Two features are enabled for the distributors
- Upload BoM to Salesforce from Sizer
- Generate Salesforce Quote from Sizer
- In Salesforce, BoM and Quote are dependent on an opportunity, so to upload a BoM or to generate a Salesforce Quote, Sizer needs to know which opportunity to use. A user can provide opportunity information on the scenario creation page. Any of the following IDs/numbers is acceptable:
- 15- or 18-character Opportunity ID
- Deal registration approval ID
- Opportunity & Deal registration approval ID can be found from DQT opportunity
- Once the sizing is completed by adding the workloads, selecting & modifying financial assumptions, proceed with the actions to generate BoM, Generate Budgetary Quote, Push BoM to Sales force, Generate Salesforce Quote
- On the left panel/sidebar of Scenario detail page, there are actions (generate BoM, Generate Budgetary Quote, Push BoM to Sales force, Generate Salesforce Quote) can be found
- Clicking on “Push BoM to Salesforce” will launch a modal/pop-up. User can confirm the opportunity and push the BoM to Salesforce. Successful upload will close the modal and display a message on the page
- Clicking on the “Generate Salesforce Quote” will launch a modal/pop-up. User can confirm the opportunity a license/support options before generating the Salesforce Quote. Successful upload will close the modal and display a message on the page
- The opportunity information can be modified (removed, updated) only by clicking on the “Edit Scenario” action
- Email notifications, containing link to opportunity in case of BoM upload and link to quote in case of Quote, will be sent to Users (Distributor, Opportunity Owner, Primary SE)