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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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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