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 to use across different quote … Read more CPQ Quote Documents

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 triggers the same. We will … Read more CPQ Calculation Sequence

Salesforce CPQ Discount Schedule

Discount Schedule

Salesforce CPQ offers discount schedules to create volume discounts based on quantity or terms for your quote lines. You can set the quantity or term ranges in tiers of percentages or amounts of currency. There are two types of discount schedules – Range and Slab. In this video, we will go through how to set … Read more Salesforce CPQ Discount Schedule

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 concept to understand and in … Read more Price Waterfall

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. Price Rule has associated Price … Read more Price Rules & Lookup Queries

Deep Dive into #JourneyToCTA With key tips

Certified Technical Architect Certification Guide & 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 potential of the Salesforce Platform. … Read more Deep Dive into #JourneyToCTA With key tips

Salesforce CPQ Product Rules

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 the video, we would look … Read more Salesforce CPQ Product Rules

Logging in Salesforce with RFLIB

Logging With RFLIB1

Debugging in Salesforce has its challenges. Sometimes, there might be an Apex error email with a stack trace, but this does typically just point at a location without telling the support person anything about the context of the error. What were the arguments passed into this method? What did those queries return? Nobody knows. To … Read more Logging in Salesforce with RFLIB