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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
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 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
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 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
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
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
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 that guide them to proper … Read more Salesforce CPQ Attributes
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 pass if the custom fields … Read more Twin Fields & Special Fields
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