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…
Salesforce CPQ, formally known as Steelbrick, is a Configure-Price-Quote CRM platform that streamlines quote the cash process, enabling Sales Reps to quote and price efficiently & accurately. With its amazing out-of-the-box features for Product Configuration, easy-to-configure bundles and Options, advanced…
In this post/session, we cover what is Salesforce Dynamic forms and dynamic actions. We will also talk about how to get started with Dynamic forms and their limitations. The dynamic form was the #1 Requested feature on Idea Exchange. Let…
A Certified Technical Architect (CTA) is the pinnacle credential anyone can hold in the Salesforce ecosystem. You can say they are rare to find in the Salesforce ecosystem, like unicorns. In this post, we talk about the Top 10 Tips…
“A role for everyone,” I answered when someone asked me the most unique thing about Salesforce. It’s true! When I tell people outside the industry that I work in IT, a ‘Developer’ or ‘Coder’ is the role that most of…
In the Salesforce Spring21 pre-release orgs there are new methods for Custom Metadata Types that mirror those on Custom Settings. Removes the need to query them via SOQL and drops the contribution to the Query Rows limit. Use the Apex…
The Salesforce CPQ learning adventure is here. Salesforce Configure-Price-Quote (CPQ) is a sales tool for companies to quickly and accurately generate quotes for orders. This training video series will help you accelerate your path to being a Salesforce CPQ Specialist.…
An age-old saying goes “The fruits of hard work are sweet” However at #ApexHours we believe that the fruits of your own hard work are the sweetest and we want the attendees of Apex Hours for CPQ Training program to experience this! Here is…