Price Waterfall

Price Waterfall

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 Salesforce CPQ pricing perspective, Price Waterfall is a very important...

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Price Rules & Lookup Queries

Price Rules & Lookup Queries

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, or summary variable into a quote or quote line field....

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Certified Technical Architect Certification Guide & Tips

Deep Dive into #JourneyToCTA With key tips

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 produce secure, scalable, and high-performance solutions that maximize the full...

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Product Rules

Salesforce CPQ Product Rules

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 of product rules – Validation, Alert, Selection and Filter. In...

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Salesforce CPQ Attributes

Sometimes we need to collect additional information during the configuration process. This might be something like a color or size or any another attributes that describes the product, or it may be a question that we may ask the user, so we can later use the response by creating rules...

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Twin Fields & Special Fields

Twin Fields & Special Fields

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 second object when the second object is created. The values...

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Option Constraints

Salesforce CPQ Option Constraints

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 on Option Constraints. In the video, we would look at...

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