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…
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…