Introduction to Revenue Cloud

Introduction to Revenue Cloud

In November 2020, Salesforce.com officially launched its Revenue Cloud product line brand name. Salesforce CPQ is a foundational product which forms a part of this suite of offerings. As we have gone through Salesforce CPQ functionality in detail in the previous videos, we are taking a step back in this...

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Top 10 VsCode Extensions for Salesforce

In this session we will talk about Top 10 VSCode Extensions for Salesforce Developers. Visual Studio Code is recommended IDE for Salesforce development. We can significantly increase productivity by using the right tools at the right time. Visual Studio Code is a popular development tool for its incredible productivity features....

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Amendments & Renewals

Amendments & Renewals

Two typical business scenarios which occur post the contracting step are around the need to change an existing contract or continue the subscription post its end date.  Salesforce CPQ offers robust functionalities around Amendments and Renewals to support these processes.  In this video, we will look at the way Amendments...

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Contracts

Salesforce Contracts

Through the Salesforce CPQ Contracting process, we are generating a lasting record of products and services a customer has purchased or subscribed to. Once a deal is closed, Salesforce CPQ needs to generate that record what customer has purchased or subscribed to – This is where Contracts come to play!...

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CPQ Quote Documents

CPQ Quote Documents

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, Quote sections and Quote Terms which are not only easy...

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CPQ Calculation Sequence

CPQ Calculation Sequence

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 go through what is the Quote Calculation Sequence and what...

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