FREE Salesforce CPQ Training
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…
Sometimes, we need to collect additional information during the configuration process. This might be something like a color or size or any other attribute that describes the product, or it may be a question that we may ask the user…
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…
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…
Use the configurator to add or remove options from your bundle products. The configurator displays your bundle features and the options available within each feature. Join us to learn about Salesforce CPQ Bundle Configuration. Based on specific product fields, you can…
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…
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…
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.…
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…
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.…