Through the Salesforce CPQ Contracting process, we generate a lasting record of products and services a customer has purchased or subscribed to. Once a deal is closed, Salesforce CPQ needs to create that record of what the customer has purchased…
After we finalize our quote, Salesforce CPQ lets us create a document for it, and then send the document to our customers. Salesforce CPQ lets us customize the document creation and management process. We could use the easy-to-configure Quote Templates,…
When an action causes a calculation, the Salesforce CPQ Advanced Quote Calculator runs through a series of steps to determine pricing for quote lines and quote. This sequence is called the CPQ Quote Calculation Sequence. In this video, we will…
Salesforce CPQ offers discount schedules to create volume discounts based on quantity or terms for your quote lines. You can set the quantity or term ranges in tiers of percentages or amounts of currency. There are two types of discount…
Salesforce CPQ natively tracks seven different prices associated with a product through the quoting process. Each of these prices are calculated or updated in a cascading fashion to give shape to what is known as the “Price Waterfall”. From a…
Price rules automate price calculations and update quote line fields. This feature is useful if your business contains products that change in response to the presence of other products on a quote. Price rules inject a static value, field value,…
Join us and learn about How to prepare for Salesforce Technical Architect exam. We will do deep dive into #JourneyToCTA, with key tips and artifacts for success with Q&A. The Salesforce Certified Technical Architect (CTA) solves complex, large-scale customer challenges to…
We can evaluate a product option, quote, or a quote line against user-defined conditions and perform an action in response. Product Rules allows us to define configuration logic that is more advanced than Option Constraints. There are four basic types…
Sometimes, we need to collect additional information during the configuration process. This might be something like a color or size or any other attribute that describes the product, or it may be a question that we may ask the user…
Salesforce CPQ has some very powerful functionality not visible directly while configuring. Two of these are in the form of Twin Fields and Special Fields. Certain pairs of CPQ objects pass custom field values from the first object to the…