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…
Debugging in Salesforce has its challenges. Sometimes, there might be an Apex error email with a stack trace, but this does typically just point at a location without telling the support person anything about the context of the error. What…
Configuration logic can also perform non-technical validations, to control how products are offered together from a commercial or business perspective. The two primary types of configuration logic Salesforce CPQ offer are Option Constraints and Product Rules. This video is focused…
Use the configurator to add or remove options from your bundle products. The configurator displays your bundle features and the options available within each feature. Join us to learn about Salesforce CPQ Bundle Configuration. Based on specific product fields, you can…
Bundles are nothing but collections of products that are offered together. Bundles may be pre-packaged, allowing no modifications or they may be configurable which is mostly the case with Salesforce CPQ, allowing the user to determine the structure of the…
In this session we would cover the four different pricing methods – List, Cost, Block and Percent of Total Price. For each of these, we explain with an example on how the pricing method is set up, and how it…
Product catalog is the foundation upon which a substantial amount of the CPQ configuration is built. It is extremely important to take time to define the products well. Products in Salesforce CPQ are configured either as subscriptions or perpetual products.…
Many successful Sales Reps don’t just sell products, but they guide their customers in selecting the right products to buy. Guided selling in Salesforce CPQ enables this. With guided selling, users can quickly and easily sort through a large product…
Are you looking for better ways to convey your solutions to stakeholders? Building System Landscape and Object Model diagrams are key tools for sharing your thoughts. We will examine how to think through building diagrams, and reasons behind each item…
Custom actions are buttons that sales reps can click to perform an action in the quote line editor, configuration, or several other detail pages. Custom actions have different actions available based on where the custom action appears in Salesforce CPQ.…
The core of CPQ is Quote & Quote Lines. Quote Line Editor is the user interface Salesforce CPQ provides the Sales Reps to add or remove products, apply discounts and markups, and calculate prices for their quote. This session will…
In our first session, we covered the introduction to Salesforce CPQ. In this session, we will talk about Salesforce CPQ package settings. Salesforce CPQ is an installed package. The package settings available here control the properties of feature areas within…