Best Practices Overview

Getting Started

• CPQ Features by Version
• Application Boundaries and Magic Numbers
• Identifying the Site Name
• Naming Conventions for Rules, Attributes, and Variables
• Source Control and Versioning

Approval Sequences

• Approval Sequences Best Practices
• Approval Sequences FAQ's

BML

• Before Beginning BML
• BML Coding Best Practices

Browser

• Browser Compatibility

Commerce

• Commerce Best Practices

Configuration Array & Attributes

• Array Best Practices
• Attribute Tips

Error/Troubleshooting

• Error Handling
• Error Messages

JavaScript

• Ensure Users Are Running Latest JavaScript
• Using JavaScript in CPQ
• Using jQuery in CPQ

JET

• JET Best Practices
• JET Transaction UI: Planning for Adoption
• JET CSS: Branding and Styling
• JET JavaScript Customization
• JET UI: Refactoring Existing JavaScript Customizations

Migration

• Migration Tips and Considerations

Performance

• Performance Best Practices
• Performance Best Practices - Benchmarking 
• Performance Best Practices - BML Scripting 
• Performance Best Practices - Misc. Performance Items 
• Performance Best Practices - Performance Features 
• Performance Best Practices - Settings 

Security

• Oracle CPQ Security Guide

Shopping Cart

• Shopping Cart - FAQs

Strings

• Storing Data in Delimited Strings
• Parsing Strings Into Numbers

Styling/Images

• Styling Best Practices
• Image Best Practices

Users

• Participant Profile Best Practices

Web Services

• Best Practices for Converting Configuration SOAP APIs to REST APIs

XLS

• FO to XLS (Excel)