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XOM04 Vlocity Order Decomposition EG v8.0.1
XOM04 Vlocity Order Decomposition EG v8.0.1
Exercise Guide
Table of Contents
Table of Contents ............................................................................................................................ 3
Legal Notice ..................................................................................................................................... 4
Document Conventions.................................................................................................................. 5
Preface ............................................................................................................................................. 6
Vlocity Product Overview............................................................................................................... 8
Quick Setup for Vlocity Communications .................................................................................. 10
Exercise DCP-1: Create Decomposition Relationships (25 mins) ........................................... 12
Exercise DCP-2: Create Multi-level Decomposition Relationships (30 mins) ........................ 29
Exercise DCP-3: Creating Many-to-One Decomposition Relationships (30 mins) ................ 46
Exercise DCP-4: Using Product Class for Decomposition Relationships (45 mins) ............. 61
Exercise DCP-5: Creating Multi-level Decomposition Relationships ...................................... 72
DCP-1: Create Decomposition Relationships (25 mins) Vlocity Order Decomposition – Page 3
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Legal Notice
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Vlocity Order Decomposition - Page 4 DCP-1: Create Decomposition Relationships (25 mins)
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Document Conventions
This training material uses the following conventions.
VLOCITY SUPPORT
For questions or assistance with your Vlocity implementation, please contact Vlocity Support
or your account manager.
ADDITIONAL RESOURCES
Remove the titles that do not apply. For example, if the callout is a best practice, just have
“BEST PRACTICES” as the callout title.
IMPORTANT
NOTE
This is an informational note. It provides more detail and draws the reader’s attention.
DCP-1: Create Decomposition Relationships (25 mins) Vlocity Order Decomposition – Page 5
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Preface
These training exercises are based on the Fall’19 release of Vlocity Communications. For additional
information about the topics covered in this module, see the documentation available in Vlocity Success
Community at https://success.vlocity.com.
Overview
This module covers fundamental features and functionality of the Vlocity Order Management application
as it pertains to order decomposition. Several different types of decomposition relationships will be
learned, used, and tested. (For example, one to many, many to one, and multi-level decomposition
relationships.)
This is a hands-on module with practical lab exercises. The lab exercises are designed to be used with
the provided Trialforce organization.
Prerequisites
The prerequisites for this module include a solid understanding of basic Salesforce concepts and
functionality. You should also have a good understanding of the principles of order management and a
working knowledge of the telecommunications industry business objectives.
• A brief scenario that explains the use case or business need that drives the
application feature or functionality.
• A list of tasks
• Step-by-step instructions on how to complete the tasks.
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• A brief scenario that explains the use case or business need that must be met.
• A list of requirements or tasks to complete.
A Level 1 Challenge:
A Level 2 Challenge:
A Level 3 Challenge:
• Is more advanced
• Requires you to integrate several skills from different lessons together
Challenge exercises solidify what you learned in the lab exercises, build your skills, and allow you to
make mistakes—which is how you will master this application.
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A decomposition relationship creates a one-to-one (1:1) relationship between a source product and a
destination product. To create a one-to-many (1:M) relationship, you can create multiple decomposition
relationships for any given source product. Finally, you can also create many-to-one (M:1) relationships
by using multiple decomposition relationships and the Scope function, which we will touch on later in this
training.
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NOTE
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1. Set up My Domain.
a. Using the Lightning App Launcher in the upper-left, click the Vlocity CME Admin app.
b. In the Lightning navigation bar, click Vlocity Attributes.
c. Click Recently Viewed and change the list view to All.
d. In the upper-right, click Process Attributes.
e. Click Start processing.
a. Return to the browser tab that has the Vlocity CME Admin app open.
b. In the Lightning navigation bar, click Vlocity CMT Administration.
c. Under Admin Console, click Maintenance Jobs.
d. On the Maintenance Jobs page, find the PRODUCT HIERARCHY MAINTENANCE job, and
click Start.
e. In the Product Hierarchy Maintenance dialog box, click OK.
f. Messages should display indicating that the job completed successfully.
g. At the bottom of the list of jobs, find REFRESH PLATFORM CACHE, and click Start.
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a. Go to Setup.
b. In the Quick Find box, type my domain. Click My Domain.
c. If your domain is ready to be deployed, you will see My Domain Step 3. If you do not see this,
wait until your domain is ready. You should receive an email notification.
d. Under your domain name in the middle of the page, click the Log in button to relaunch your
browser in your domain.
e. Click Deploy to Users and click OK.
f. Click Switch to Lightning Experience to return to Lightning.
g. Close any extra browser tabs open in the old domain.
That’s it! Your Communications, Media & Energy training org is ready for you to begin the lab exercises.
DCP-1: Create Decomposition Relationships (25 mins) Vlocity Order Decomposition – Page 11
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Now Felix needs to define the relationship between the commercial product, the Home
Hub Modem, and the two technical products he just created. He does this by creating a
Decomposition Relationship. This decomposition relationship will be used by Vlocity
Order Management to translate commercial products into technical products, which
provide more detailed product information—information not needed by the customer but
required by downstream fulfilment systems.
Task Overview
Task 1: Create decomposition relationships between the Home Hub Modem and Home Hub 2000
CFS and Home Hub 3000 CFS technical products
Task 2: Create a condition rule for the Home Hub Modem Home Hub 3000 CFS decomposition
relationship
Task 3: Creating a static mapping rule for the Home Hub Modem Home Hub 3000 CFS
decomposition relationship
Task 4: Create mapping rule and condition rule for the Home Hub Modem Home Hub 2000 CFS
decomposition relationship
Task 5: Test the decomposition relationships
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Task 1: Create decomposition relationships between the Home Hub Modem and
Home Hub 2000 CFS and Home Hub 3000 CFS technical products
NOTE
Decomposition Relationships are defined using the Products screen, not the Product
Console.
In this exercise, you will build a one-to-many relationship between the Home Hub Modem and the two
technical products you created previously, the Home Hub 2000 CFS and the Home Hub 3000 CFS.
1.4 In the Decomposition Relationships (Source Product) related list, click New.
1.5 In the New Decomposition Relationship dialog, enter the following information.
NOTE
Condition and Mappings Data (which will be discussed below) can be entered in JSON
format directly when creating a new decomposition relationship, but be warned—every
comma, colon and curly brace counts! In the next exercise, we will use tools to generate this
data, and thus will not have to worry about pesky syntax errors.
NOTE
The Source and Destination cardinality settings (Min/Max/Default Quantity) are reserved for
future functionality.
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1.7 In the New Decomposition Relationship dialog, enter the following information.
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1.9 Under Decomposition Relationships (Source Product), click Home Hub Modem→Home Hub
3000 CFS.
IMPORTANT
If your screen displays a warning message in the Mapping Rules section like the one pictured
below, the product attributes on your destination product were not saved correctly. Go back to
the Attribute Properties facet in the Product Console for that product and save them again.
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At this point, we’ve created decomposition relationships between the Home Hub Modem and our two
technical products, the Home Hub 3000 CFS and the Home Hub 2000 CFS. During decomposition, these
relationships as they are currently defined will function as a one-to-many relationship, and when the
customer orders the Home Hub Modem, they will get the Home Hub 2000 CFS and the Home Hub 3000
CFS.
But, obviously, they don’t need two modems, right? We must create the logic for the decomposition
process to decide which modem they need. We will do this with condition rules.
Just like you might expect, a condition rule places a condition on the decomposition relationship so that it
will only be initiated if the decomposition condition is true. Essentially, condition rules are like a WHERE
clause in SoQL or other query languages. Condition rules can evaluate attributes or fields on the order
item, as well as other fields that are related to the order item as long as the entire order is included in the
fulfilment request.
In our scenario, we will evaluate the Home Hub Modem’s Grade attribute. The values of this attribute are
Good, Better and Best. If the customer selects Best, they should be provisioned the Home Hub 3000 CFS
product. If they select Good or Better, they will be provisioned the Home Hub 2000 CFS.
NOTE
When condition rules are evaluated against values from an attribute picklist, the matching
algorithm evaluates the VALUE property of the picklist.
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Task 2: Create a condition rule for the Home Hub Modem→Home Hub 3000 CFS
decomposition relationship
2.1 Scroll down to the Home Hub Modem→Home Hub 3000 CFS decomposition relationship page.
2.2 In the Conditions related list, click + Add New Condition. (Note: On a small display you may
need to scroll down or collapse other sections to see the Conditions section.)
2.3 For Condition 1, enter the following information. For the Attribute/Field, use the search dialog to
select the Grade attribute.
Now that we’ve defined the decomposition relationships and the conditions to control when they fire, we
can create mapping rules to provide data to the fulfilment requests that will result as a part of the
decomposition process.
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Mapping rules are used to define the information from the source product that will be passed to the
destination product, and thereby to downstream systems. The source product data can be a field or an
attribute, but the destination product data MUST be stored as an attribute.
Now we’ll create a static mapping rule to provide the modem standard code for Home Hub 3000 modem
product. This rule will specify that any time this decomposition relationship fires, the decomposition
process will set the Modem Standard attribute to “G.993.2.”
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Task 3: Creating a static mapping rule for the Home Hub Modem→Home Hub
3000 CFS decomposition relationship
3.4 Then, enter the following information. For the Destination Attribute, use the search dialog to
select the Modem Standard attribute.
Attribute/Field/Value G.993.2
3.5 Click Save. (Note: The Source Type will switch from Attribute to blank once saved.)
Notice the Condition and Mappings data fields are now filled in with JSON data. We can copy this data to
the Home Hub Modem→Home Hub 2000 CFS Decomposition Relationship, and then edit this data for the
details as they pertain to the Home Hub 2000 CFS.
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Task 4: Create mapping rule and condition rule for the Home Hub Modem→
Home Hub 2000 CFS decomposition relationship
4.1 Expand the Advanced section and click the edit icon next to Condition Data. Copy the
Condition Data and the Mappings Data to a text editor like Notepad. (Be sure to copy the JSON
for both.)
4.5 In Decomposition Relationships (Source Product), click Home Hub Modem→Home Hub
2000 CFS.
4.6 In the Details tab, expand the Advanced section, and click the edit icon next to Condition Data.
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4.7 Copy and paste the condition and mappings data that you copied in the first step to the
Condition Data and Mappings Data fields respectively.
4.10 Change the Static Value to G.992.3;G.992.5. (Note: The trailing “.” is punctuation, not part of
the Static Value.)
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Name Condition 2
Operator =
Value Better
Now we can create an order and decompose it, which is how we can test these two new decomposition
relationships.
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Notice the VIEW DECOMPOSITION button in the actions drop-down menu. This button has
been configured for you in your training org. It allows you to see the decomposition of an
order that was previously decomposed.
5.5 Click CONFIGURE ORDER from the list of actions. This will launch Vlocity Cart.
5.6 In the PRODUCTS panel, find Home Hub Modem, and click Add to Cart.
5.7 On the red notification message, click the Take Me There icon to invoke the configuration
window.
DCP-1: Create Decomposition Relationships (25 mins) Vlocity Order Decomposition – Page 25
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NOTE
The Decompose Order action and button are provided for testing and debugging purposes. In
a production environment, the decomposition process will happen automatically and would
then immediately kick off the orchestration process. Depending on your browser
configuration, you may need to allow pop-ups to decompose the order.
This action will invoke the decomposition process and bring you to the Order Decomposition page. This
page allows you to visualize the decomposition relationships that we just created and view the results of
the decomposition process. On the left side, you can see the Source Orders and on the right side, you
can see the fulfilment request that was created.
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5.11 On the Source Orders side, click the link icon next to the Home Hub Modem. See the
highlight that shows the link between the source order and the decomposed fulfilment request. In
a simple order like this, it maybe not as impressive; but in a larger order, it will be!
5.12 Notice that the Home Hub Modem with the Grade attribute set to Best was successfully
decomposed to the Home Hub 3000 CFS, and the static mapping rule set the Modem Standard
(G.993.2) attribute value correctly.
Just to be thorough, test the other decomposition relationship by placing another order, but this time
configure the Grade attribute to “Good” or “Better.” After decomposing the order, you should see the
Home Hub 2000 CFS product beneath the Decomposed Fulfilment Requests. The Modem Standard
attribute should be set to “G.992.3;G.992.5” as well.
NOTE
To easily test other attribute configurations, clone the first order, and then invoke Vlocity Cart
to add the modem.
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Review
Confirm your understanding by answering these questions.
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Now that Felix has the hang of decomposition relationships, he decides to take it to the next
level: Multi-level Decomposition! RoadRunner’s DSL Service product spec is bundled in the
Back to School Student Offer as part of the Home Internet Solution product spec, and it
needs to be decomposed first into CFS products and then into resource products. This will
require multi-level decomposition relationships.
Task Overview
Task 1: Review multi-level decomposition design
Task 2: Use a decomposition matrix to create decomposition relationships for the DSL service
product spec
Task 3: Add mapping rules to the new decomposition relationships
Task 4: Use destination decomposition relationships to create decomposition relationships for the
resource products
Task 5: Test the new multi-level decomposition relationships
There are many factors that should be considered when designing your product model; we discussed
some of them in the earlier exercises on technical products. In addition to those considerations, Vlocity
Order Management also recommends that there be separate product entities (usually a resource) per
downstream system callout. Often, you will need to design one or two levels in between the commercial
product entity and the resource entity in order to ensure that the correct information is available to the
downstream systems.
With this kind of product model, you will need multi-level decomposition relationships to fully translate the
commercial product entity through the CFS or RFS product entity and on to the resource product entity
that will make the callout.
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IMPORTANT
Vlocity recommends that you design no more than 4 levels in your decomposition
relationships in order to prevent exceeding Salesforce Governor Limits.
a. Notice the commercial product, DSL Service, will be decomposed into one of three CFS
product entities, based upon the Download Speed attribute set in the customer order.
b. The 2nd level product entities are then decomposed into resources in the 3rd level.
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Instead of creating decomposition relationships one by one, you can use a decomposition matrix to map a
source product to multiple destination products based on a set of attributes. The resulting decomposition
relationships are the same as ones created manually with conditions; the tool just makes it easier.
NOTE
When creating a condition that evaluates an attribute with a picklist, the decomposition
process will evaluate the source value entered in the mapping rule against the picklist VALUE
of the attribute. The matching algorithm is case-insensitive.
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The first step is to specify the attributes that will be used in this matrix to determine the destination
products. All attributes assigned to the source product can be used in the matrix, if desired.
2.5 Click Remove for Connection Type and Upload Speed attributes, leaving only the Download
Speed.
2.7 Click OK in the confirmation pop-up, and the page will reload.
2.10 In the Destination box, use the lookup and select ADSL CFS.
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2.13 In the Destination box, use the lookup and select ADSL2+ CFS.
NOTE
This creates a single condition with two possible attribute values that map to a single
destination attribute.
2.19 Scroll to the top of the matrix, and click Save Matrix Data. Click OK in the confirmation pop-up.
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2.21 Notice the new relationships now listed in the Decomposition Relationships (Source Product)
related list.
A decomposition matrix is a handy tool, but notice that it allows you to create relationships from
source to destination only and you don’t have the ability to create mapping rules using this
interface. Sometimes it’s easier to create relationships from the destination to the source, and we will do
that later in this exercise.
As you saw, we specified two attribute values that map to the ADSL2+ CFS product: 12Mbps and
20Mbps. However, it’s important to note that when you specify these conditions in a
decomposition matrix that they are AND conditions. In our case, we need to change this to an OR
condition, so that it will decompose the DSL Service product if the customer selects 12Mbps OR 20Mbps.
We can do that by modifying the DSL Service-ADSL2+ CFS decomposition relationship conditions, which
we will do when we add the mapping rules in the next task to our new decomposition relationships.
This time we will create ad-verbatim and list mapping rules. When we create the list mapping, we will also
add a “transform clause” to our mapping rule, which will transform the download speed list to traffic codes.
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3.1 In the Decomposition Relationships (Source Product) list, click DSL Service-ADSL CFS.
3.3 In the Mapping Rule, enter the following information and click Save. For the Source and
Destination Attributes, use the search dialog to select the Connection Type attribute.
3.4 Under Mapping Rules, click + Add New Rule and scroll down the window to see the new rule
entry fields.
3.6 On the right side of the mapping rule, click Toggle expand.
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NOTE
When creating a mapping or transform rule that evaluates an attribute with a picklist, the
decomposition process will evaluate the source value entered in the mapping rule against the
picklist VALUE of the attribute. The matching algorithm is case-insensitive.
NOTE
When evaluating values, every character matters. For example, the inclusion (or exclusion) of
white space is factored in. (“7 Mbps” is not equal to “7Mbps”.)
3.11 In the Advanced section, click the edit icon next to Mappings Data, and copy the Mappings
Data to a text editor like Notepad.
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3.15 In the Decomposition Relationships (Source Product) list, click DSL Service-ADSL2+ CFS.
3.17 Copy and paste the mappings data from your text editor into the Mappings Data field.
3.19 In Mapping Rules to the right of the Download Speed attribute, click Edit rule.
3.20 On the right side of the mapping rule, click Toggle expand.
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3.26 Change the Condition Type to OR. (If you like, you can change the second condition name to
Condition 2 as well.).
NOTE
Changing the condition type to OR allows you to create multiple source attribute/field values
that map to a single destination attribute as we did earlier in this task.
3.28 Scroll to the top of the page, and under Source Product, click DSL Service.
3.30 In the Decomposition Relationships (Source Product) list, click DSL Service-VDSL2 CFS.
3.32 Copy and paste the mappings data from your text editor into the Mappings Data field.
3.35 In Mapping Rules to the right of the Download Speed attribute, click Edit Rule.
3.36 On the right side of the mapping rule, click Toggle expand.
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With these rules in place, the Connection Type attribute on the DSL Service product will be copied
directly to the Connection Type attribute on the CFS products. Additionally, Download Speeds will be
transformed into Traffic Codes for ADSL, ADSL2+, and VDSL2 CFS technical products.
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Destination Decomposition Relationships simply lists all of the decomposition relationships for which the
current product is the destination product entity, as opposed to the source product.
In our example, we can see that we have multiple decomposition relationships that must be created from
2nd level products to 3rd level products. Note, however, that this is not a one-to-many (1:M) relationship
because at run-time, only one product will be selected at the 2nd level of decomposition, and that single
product will be decomposed using the appropriate decomposition relationship.
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4.4 Find the Decomposition Relationships (Destination Product) related list, and click New.
4.5 Notice Copper Pair Resource product has been automatically filled in for you as the Destination
(Product).
4.6 In the New Decomposition Relationship dialog, enter the following information.
4.8 Click the link to the new decomposition relationship that you just created.
4.10 In the mapping rule dialog, enter the following information. For the Source and Destination
Attributes, use the search dialog to select the Traffic Code attribute.
4.13 In the Advanced section of the Details page, click the edit icon next to Mappings Data, and
copy the Mappings Data to your buffer or a text editor like Notepad.
4.17 Scroll down to the Decomposition Relationships (Destination Product) related list.
4.19 In the New Decomposition Relationship dialog, enter the following information.
4.22 In the search results list, click Bonded Copper Pair Resource.
4.24 In the Decomposition Relationships (Destination Product) related list, click New.
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4.25 In the New Decomposition Relationship dialog, enter the following information.
Mappings Data [paste in the mappings data from your text editor]
These decomposition relationships will decompose the DSL service CFS product entities in the 2nd level
to the local loop resources in the 3rd level.
The next step is to create the relationships from the DSL service CFS products in the 2nd level to the
DSLAM Port resource in the 3rd level. No attributes need to be mapped from the CFS to the DSLAM Port
Resource; we will assume the DSLAM port number attribute will receive data from the downstream
network inventory system.
Try it! Create the decomposition relationships between the CFS products in the 2nd level to the DSLAM
Port Resource product in the 3rd level of the diagram.
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5.6 In the PRODUCTS panel, find the DSL Service product, and click Add to Cart.
5.7 In the red notification message, click the Take Me There icon to invoke the configuration window.
5.11 In the Order Decomposition page, click the link icon next to DSL Service to highlight the linked
fulfilment request.
Because you selected “40 Mbps” for the Download Speed attribute, the DSL Service is decomposed to
the VDSL2 CFS product, and the Download Speed should have been translated to a Traffic Code, as in
the screenshot below. Then, the VDSL2 CFS should have been decomposed to the Bonded Copper
Pair Resource and the DSLAM Port Resource (if you created the additional decomposition
relationships).
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5.12 Now go back and test DSL Service with other download speeds, to ensure that the other
decomposition conditions are working.
The next set of decomposition relationships to create requires many-to-one (M:1) decomposition, which is
covered in the next exercise.
Review
Confirm your understanding by answering these questions.
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For Felix’s next trick, he will combine two order line items into one fulfilment request using a
many-to-one decomposition relationship. He impresses himself with his efficiency and
advanced decomposing!
Task Overview
Task 1: Review the M:1 decomposition design
Task 2: Create the M:1 decomposition relationships
Task 3: Test the new M:1 decomposition relationships
To allow for more efficient and streamlined process execution, Vlocity Order Management allows for the
results of a particular decomposition to be re-used rather than re-instantiated. Multiple products that are
on the same order can be decomposed to a single fulfilment request that is used to fulfil these products.
This is many-to-one (M:1) decomposition.
This type of decomposition is triggered by setting the Scope field on the product entity to “Account,” which
we will step through below.
NOTE
M:1 decomposition is supported only for new and simple MACD orders.
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In this decomposition design, we will decompose the Installation product spec and the Home
Hub Modem product spec to the Installation System Resource product entity, which will make
a callout to the external installation system.
Notice that the attributes from the Installation product and the modem product can be
aggregated into the single Installation System product entity, which will be added to the
fulfilment request created by the decomposition process. We will also capture data coming
from the source product fields (rather than an attribute) and pass those along to the
destination product’s attributes.
IMPORTANT
If you have attributes that have the same name when using a M:1 decomposition relationship,
only the value from the most recently modified attribute will be decomposed in the fulfilment
request. Thus, when designing your product model, it is important to ensure that any
attributes intended for use in a M:1 decomposition relationship have unique names.
When designing a M:1 decomposition, note that you cannot create a multi-level M:1
decomposition. Referring to the diagram in Task 1 of this exercise, you cannot specify a
commercial product from the 1st level and a technical product from the 2nd level and
aggregate those in a technical product in the 3rd level. Instead, you can aggregate
commercial products from the 1st level into technical products, either on the 2 nd or 3rd levels
like the above example.
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Click Save.
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Click + Add New Rule, and scroll down to the second mapping rule entry fields.
To set the Source Field, click the search icon, and then click the following in the FIELD
SELECTION dialog:
a. Order ID<OrderId>
b. Account ID<AccountId>
c. Account Name<Name>
Click Save.
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Scroll to the top of the Mapping Rules section, and click + Add New Rule.
To set the Source Field, click the search icon, and then click the following in the FIELD
SELECTION dialog:
a. Order ID<OrderId>
b. Account ID<AccountId>
c. Shipping Street<ShippingStreet>
Click Save.
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Scroll to the top of the Mapping Rules section, and click + Add New Rule.
To set the Source Field, click the search icon, and then click the following in the FIELD
SELECTION dialog:
a. Order ID<OrderId>
b. Account ID<AccountId>
c. Shipping Zip/Postal Code<ShippingPostalCode>
Click Save.
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Scroll up to the top of the page, and under Destination (Product), click the link to the
Installation System Resource product.
Click Save.
Click the link to the new decomposition relationship that you just created.
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Best VDSL2+
Better ADSL2+
Good ADSL
Click Save.
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Scroll to the top of the Mapping Rules window, and click + Add New Rule.
Scroll down to second mapping rule entry fields, and set the Source Type to Field.
To set the Source Field, click the search icon, and then click the following in the FIELD
SELECTION dialog:
Click Save.
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To test the many-to-one decomposition relationships you just set up, you’ll need to set the scope field on
the destination and product and create two orders. Product scope controls how many fulfilment requests
are created for the destination product. In order to highlight how the scope affects the decomposition,
you’ll set the scope before creating the orders. First, you’ll set it to Order Item. For the second order you’ll
set it to Account. The number of resulting fulfilment requests after decomposition will reflect the scope
change of the product.
Click Save.
Click New.
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Click Save.
In the PRODUCTS panel, find the Installation product, and click Add to Cart.
In the PRODUCTS panel, find the Home Hub Modem product, and click Add to Cart.
In the red notification message, click the Take Me There icon to invoke the configuration window.
Click Close.
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In the Order Decomposition page, click the link icons to review the linked fulfilment requests.
Notice that the Installation product has been decomposed to the Installation System
Resource, and the Home Hub Modem has been decomposed to the Installation System
Resource as well, albeit with different attributes. (The Home Hub 3000 CFS fulfilment request
also appears as a result of the decomposition relationship we created in a prior exercise.)
For efficiency in our callout processing, we should combine the Installation System Resource into one
fulfilment request, and we can do that by setting the Scope field on the destination product, which is the
Installation System Resource.
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Click Save.
Now create a new order so you can review the effects of the Scope field on the decomposition.
Click Save.
Find the Installation and Home Hub Modem products in the PRODUCTS panel and add them to
the cart. (Remember to click on the Take me there icon, set the Grade to Best, and then close
out the window. You can’t decompose the order until all required attributes are filled out.)
Notice that there is now only one fulfilment request for Installation System Resource and the
attributes have been combined.
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Review
Confirm your understanding by answering these questions.
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Felix is feeling better about order decomposition. However, he knows several products in his
product catalog decompose similarly. Currently, each product requires its own
decomposition relationship. He decides to create a new Class, associate the similar
products to the Class, and create just one decomposition relationship so all the similar
products decompose to the same technical product.
Task Overview
Task 1: Review the product class decomposition model
Task 2: Create a product class
Task 3: Link cloud storage products to the product class
Task 4: Create a decomposition relationship between a product class and the technical product
Task 5: Test the product class decomposition relationship
Vlocity recommends that you diagram your decomposition relationships using the tool of your choice. But
it’s your lucky day—we’ve created this one for you. To that end, the components in blue and gold will be
further explained in this task.
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NOTE
The focus of this exercise is on new concepts, indicated by the shaded gold box in the
diagram above.
a. Notice the Smart Cloud Storage bundle. Each child product represents a different commercial
product, describing a set storage limit.
b. Notice that the Cloud Storage products inherit the Storage Limit attribute, along with its
associated picklist, from the Cloud Storage Product Spec object type.
c. Notice the Cloud Storage Class product class. This product class is the key to set up a single
decomposition relationship for similar products. The Cloud Storage Class product class is the
source product in the decomposition relationship.
d. Technical Cloud Storage is the destination product in the decomposition relationship.
Regardless of the child product in the bundle selected for an order (based on the storage
limit), this one decomposition relationship is all that is needed to decompose the order to
fulfillment requests.
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From a purely Salesforce perspective, a product class is any product that has the record type set to
“Class”. Hence, “product class” is an abbreviated reference to such products. In reality, a product class is
not a commercial product, it’s not part of the commercial catalog. It’s not a technical product or
specification either. A product class can be used to differentiate between an abstract product and real
products. In this exercise, a product class is used to identify similar types of products (cloud storage
products) that have the same behavior in order decomposition. (Product class is not native to Salesforce.
It’s a Vlocity enhancement to Salesforce, used for the purposes of Order Management.)
Creating a new product class is the key to this exercise. Without it, you would have to create a
decomposition relationship for each similar individual commercial product that needs to be decomposed
to the same technical product. In this task, you will create a new Cloud Storage Class and set its record
type to Class (not the default Product). Later, it will be used as the source part of the decomposition
relationship.
NOTE
Products with record types of Class do not display in the product list of Vlocity Cart.
In the New Product dialog, fill out the following Object Type and General Properties
information.
Field Value
Click Save.
From the General Properties facet, fill out the following additional General Properties
information.
Field Value
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Field Value
Active ✓
Note that when selecting a date, the time is automatically populated. You can leave the default time.
Click Save. Once saved, you are placed in the General Properties facet of the new product.
Click the Attribute Properties facet. Notice the Storage Limit attribute has been inherited from
the Cloud Storage Product Spec object type. Isn’t object inheritance a beautiful thing? Set it up
once, reuse it as needed.
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Click the Details link adjacent to the Storage Limit attribute. Notice the Attribute Metadata
includes a Storage Unit picklist, with several storage limit values (100GB, 1TB, etc.). These
values will be passed from the child products through the product class to the technical product.
Referring back to the diagram, your new Cloud Storage Class has the Storage Limit attribute now.
However, by default, new products are created with a record type of “Product”, and it needs to be “Class”.
You’ll tackle that next.
Notice the Product Record Type is set to the default value (Product).
Click the Change Record Type icon for the Product Record Type field.
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Make sure the Change Product Record Type is set to Class and click Next.
Now your product class is created and configured properly. It’s time to associate the child products in the
bundle with the product class.
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Now that you have built the product class, you can link it to each of the tiered storage products as shown
in the original diagram by the gold arrow.
NOTE
The product bundle is not important with respect to configuration in getting product class
decomposition relationships to work. The tiered storage products don’t have to be part of a
bundle. They could be individual products, and this exercise would still work fine.
In the tab navigation bar, click Products, and then All Products in the List Views drop-down.
Notice the Parent Class field is currently null. That is about to change.
Click Save.
Repeat the same process, setting the Parent Class to Cloud Storage Class for Cloud Storage
– 1TB (and 10TB) products. Remember to save changes for both products.
Of course, all setup and configuration processes are important, but establishing the relationship between
the commercial products and the parent class like this is critical. So is the actual decomposition
relationship, which is the last task before testing everything from end to end.
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With everything that needs to be created or configured behind you, the last task at hand is to create the
decomposition relationship itself. Referring back to the diagram, you’ll recall that the relationship is
between Cloud Storage Class (the product class) and Technical Cloud Storage (the technical product).
Navigate to Products > All Products view, and select Cloud Storage Class.
Field Value
Click Save.
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Field Value
Click Save.
This decomposition relationship will map the Storage Limit attribute of Cloud Storage Class (which is the
source) to the Storage Class attribute of Technical Cloud Storage (which is the destination), and the ad-
verbatim mapping rule essentially says don’t change the data at all. The mapping value will pass through
unchanged. Now you are ready to test everything.
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With everything fully configured, it’s time to test and see if the decomposition relationship works. You
should be able to place an order for the cloud storage bundle, select any one of the storage tiers (based
on the attribute for their storage limits), and decompose the order to the same technical product. Recall
that you created a single decomposition relationship, and by virtue of the product class, all products
linked to the product class will share this decomposition relationship. Otherwise, every commercial
product would need its own decomposition relationship. In a large shared catalog, with thousands of
products, this would take significantly more time to create, configure, and maintain.
Click New.
Field Value
Click Save.
Notice the design time attribute for the storage limit can be added to the order with a single click.
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NOTE
Long product names are sometimes displayed with an ellipsis. If you can’t see the entire
name, such as the 100GB, 1TB or 10TB above, simply hover over to see the entire product
name.
Add any one of the child products to the order. (The example shown is based on the 100GB tier,
but which one you select is not important.)
NOTE
Create another new order. This time add either one of the other child products from the cloud
storage bundle to the cart.
Decompose the order. The same decomposition relationship is used to decompose to the same
fulfilment request as the previous order, despite different commercial products being added to the
order. Notice the storage limit attribute should differ on the fulfillment request, depending on
which child product selected. This was passed through from the commercial product, via the
product class, with the decomposition relationship configured earlier.
Our training environment has a simple product catalog. But even in our simple environment, it’s easy to
see the benefit that is gained by using product class decomposition relationships!
Review
Confirm your understanding by answering these questions.
Chad is a summer intern who has helped Felix with various IT and Vlocity platform
related tasks all summer. Felix trained Chad on setting up decomposition relationships.
However, he did not get to train him on decomposition matrices. Felix needs help
setting up additional multi-level decomposition relationships. As Chad's time at
RoadRunner Industries draws to a close, Felix doesn't have time to train Chad further.
He asks Chad to setup more decomposition relationships using his freshly honed skills.
Decomposition matrices will have to wait until next summer!
Task Overview
Task 1: Review multi-level decomposition relationships
Task 2: Use the decomposition relationship exercise as a guideline for building multi-level
decomposition relationships
Task 3: Test the decomposition relationships
Decomposition Matrix
A decomposition matrix can be used as a shortcut to map a source product to multiple destination
products based on a set of attributes. Although this can be a handy tool, there are some disadvantages
too. Such as:
Review the decomposition diagram above in order to get an idea of the decomposition
relationships required for this challenge.
Hints:
• Level 1 to Level 2 decomposition relationship are 1:Many, source to destination relationships.
• Level 2 to Level 3 is a 1:1 (although it looks like a 1:Many).
Configure the decomposition relationships. To avoid confusion with exercise DCP-2, append
“(Challenge)” to your decomposition relationship names.
DCP-2 has all the information needed to build out the needed decomposition relationships. There are two
ways to approach the details of this challenge:
• Minimal help – Primarily use the diagram above and the decomposition skills learned earlier to
build out all the needed decomposition relationships. Turn to the details in DCP-2 only as needed.
• Maximal help – Read through the details included in DCP-2 and build out the required
decomposition relationships as you go along.
Minimal or maximal help? Either approach is perfectly fine and up to you. Rumor has it (and backed up by
his last status report) that Chad first used maximal help. Then he circled back and completed the
challenge again with minimal help. Well done Chad.
Testing is always the moment of truth. If your decomposition relationships are configured correctly, the
results should be identical to those if a decomposition matrix had been used.
Create an order and add DSL Service to the Vlocity Cart. Set the download speed to 40Mbps.
(Time and interest permitting) Enter additional orders, with other download speeds, and test their
decomposition as well.