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This document describes the prerequisites, configuration steps, and features for integrating Pricefx with Enable. Integration of enable consists of two main parts – configuration within PlatformManager and setting the Pricefx application in order to add Enable elements into the menu and use links to Enable in the Groovy configuration.

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Prerequisites

Before you begin, ensure the following prerequisites are met:

  1. Salesfx Configuration: The fields' values must be filled in within Salesfx (Salesforce). This serves as a single source of truth to be used for ISV Connection details in PlatformManager. This configuration can be then easily updated on the Pricefx partition (Advanced Configuration Options) via PlatformManager (ISV Connection settings > Vendor tab > Resend to Partition button).
    Required fields in Salesfx (the Enable Information section):

    • Enable Channel ID

    • Enable Base URL

    • Enable SFTP URL

    • Enable SFTP Port

    • Enable SFTP Username

  2. SSO (Single Sign-On):

    • SSO must be enabled for both Enable and Pricefx applications.

    • This integration allows users to navigate between both platforms without needing to re-authenticate, enhancing security and user convenience.

Note: The integration supports various identity providers (IdPs) such as Okta, Azure AD, and others to manage authentication securely and effectively.

ISV Connections

The integration introduces a dedicated section for configuring connections between Pricefx and other Independent Service Vendors (ISVs).

Features:

  • Channel Setup:

    • Fetch channel details from Salesfx.

    • Transfer channel details to Enable's partition.

  • File Transfers:

    • Configure SFTP for exporting and importing files.

  • Logs and Notifications:

    • Monitor data transfer activities via detailed logs and notifications.

Mapping Creation

The mapping process facilitates efficient data exchange between Pricefx and Enable in both directions:

  1. Data Transfers:

    • Pricefx → Enable

    • Enable → Pricefx

  2. Advanced Features:

    • Data Downloads:

      • This feature is accessible through the Data Management module for independent operations.

    • Scheduled Transfers:

      • Automate data transfers with scheduling options.

    • Error Handling:

      • Resolve import errors efficiently with detailed Enable reports.

Groovy API Links Management

The integration enables seamless management of Groovy API links, which serve as a bridge between Pricefx and Enable systems.

  • Maintain and update Groovy API links for Enable with centralized tools.

To simplify URL construction for navigating between Pricefx and Enable:

  • A proxy layer has been introduced, ensuring consistent and accurate link generation to the Pricefx application.

Pricefx

New Menu Items:

  1. Add branded Enable menu items in Pricefx, complete with Enable favicons.

  2. Integrate these items into the existing or new main menu folders.

  3. Use Pricefx's PMM feature to ensure correct links to the Enable channel.

Groovy API Enhancements:

  1. Enable dynamic link creation to Enable objects (e.g., dashboards, calculation details).

  2. Define default sets of supported destinations.

  3. Maintain or enhance settings independently via Pricefx's PMM tool.

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