Salesforce CPQ Pricing Methods
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…
Amit Chaudhary
Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.
He is a active blogger and founder of Apex Hours.
Salesforce CPQ Products
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.…
Salesforce CPQ Guided Selling
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…
Building Artifacts from Requirements
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…
Salesforce CPQ Custom Actions & Search Filters
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.…
Salesforce CPQ Quote Line Editor
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…
Salesforce CPQ Package Settings
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…
Introduction to Salesforce CPQ
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…
Salesforce Dynamic Forms
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…
Access Custom Metadata Type Records Using Static Methods
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…