Bundles

Salesforce CPQ Bundles

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...

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Products

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. This drives a lot of behavior in terms of pricing,...

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Guided Selling

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 catalog to find what exactly they are looking for In...

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CPQ Package Settings

Salesforce CPQ Package Settings

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...

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Introduction to Salesforce CPQ

Introduction to 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...

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Salesforce Dynamic Form & Dynamic Action

Salesforce Dynamic Forms and Actions

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...

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