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.
Configuring Enable requires completing the prerequisites, followed by setting up the PlatformManager. This includes configuring the ISV connection, mapping data between Enable and Pricefx, and setting up links. Once done, you can add menu items in Pricefx that direct users to Enable or utilize the links within Groovy scripts in your Pricefx configuration.
Prerequisites
Before you begin, ensure the following prerequisites are met:
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
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.
After completing the prerequisites, you can proceed with configuring PlatformManager and Pricefx by following these steps:
1. PlatformManager: Create ISV Connection
To connect Pricefx and Enable, follow the steps described in the /wiki/spaces/PM/pages/5674205201 article.
2. PlatformManager: Configure ISV Data Mapping
The mapping process facilitates efficient data exchange between Pricefx and Enable in both directions. The mapping process ensures efficient data exchange between Pricefx and Enable in both directions. For detailed instructions on configuring Data Mapping, refer to the /wiki/spaces/PMDEV/pages/5730205769 article.
3. PlatformManager: Configure Deeplinks
Navigation between Pricefx and Enable is facilitated through deep links, enabling direct access to relevant pages and seamless usage of links within the Groovy API.
For more detail about deeplinks, refer to the /wiki/spaces/PMDEV/pages/5773656124 article.
Proxy for Deeplinks to Pricefx
To simplify URL construction for navigating between Enable and Pricefx a proxy layer has been introduced, providing the link generation to the Pricefx application. See /wiki/spaces/PMDEV/pages/5671223435.
4. Pricefx: Add Menu Items
Add Enable menu items in the Pricefx module menu and integrate these items into the existing or new main menu folders. For more detail see How to Add Enable Integration to the Module Menu.
Groovy API Enhancements:
Enable dynamic link creation to Enable objects (e.g., dashboards, calculation details).
Define default sets of supported destinations.
Maintain or enhance settings independently via Pricefx's PMM tool.