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 bundle. When configurable, this is often guided by rules that...
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 works while quoting. Salesforce CPQ allows us to price SKUs...
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. This drives a lot of behavior in terms of pricing,...
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 catalog to find what exactly they are looking for In...
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 on an artifact. You will learn the tips and tricks...
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. Quote line editor’s search filter is used to filter products,...
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 covers functions around using the quote line editor, adding columns...
In our first session we cover the Introduction to Salesforce CPQ. In this session we will talk about Salesforce CPQ package setting. Salesforce CPQ is an installed package. The package settings available here control the properties of feature areas within Salesforce CPQ. This session will covers the different Salesforce CPQ...
Salesforce CPQ, formally known as a Steelbrick is a Configure-Price-Quote CRM platform which streamlines quote to cash process, enabling Sales Reps to quote and price efficiently & accurately. With it’s amazing out of the box features for Product Configuration, easy to configure bundles and Options, advanced Pricing and discounting for...
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 it limitation. Dynamic form was #1 Requested feature on Idea Exchange. What are Dynamic Forms? Use Dynamic Forms to define the layout of a...