Quote Line Editor
Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

Salesforce CPQ Quote Line Editor

The core of CPQ is Quote & Quote Lines. Quote Line Editor is the user interface Salesforce CPQ provides the Sales Reps to add or remove products, apply discounts and markups, and calculate prices for their quote.

This session will covers functions around using the quote line editor, adding columns to the quote line editor, using the quote line drawer, dynamically changing the quote line column headers, default buttons, guidelines for cloning quote lines, adjusting column width, and the Line editor package settings

Recording

Here is agenda of session.

  • Using the Quote line Editor
  • Adding Columns to the Line Editor
  • Quote Line Editor Drawer
  • Dynamically Change Quote line Editor Column Headers
  • Default Buttons
  • Groups
  • Guidelines for Cloning Quote Line
  • Adjust Column Width – Summer 20
  • Show Product Image Fields in the Quote Line Editor
Date     : JAN 6, 2021 9:00 AM EST (7:30 PM IST )
Where : https://youtu.be/KrY2x13-vlE 
Speaker  :  Sudha Sundaram

Learn & Win

In addition to this, All Apex Hours CPQ attendees are eligible to win the following

  1. 10 Udemy course voucher for Mastering Salesforce DX 
  2. 5 Lightning web components course Vouchers

Here is rule for our CPQ Training Contest.

Please bookmark our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here. Please help us to spread the words with #ApexHoursCPQ.

Further Learning

  • Link to Salesforce Help Article

If you missed the initial session then please check our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here. Please help us to spread the words with #ApexHoursCPQ

Please subscribe our YouTube channel to get notification for video upload.

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14 Comments

  • Completed Day3. Quote Line Editor.Very helpful

  • Hello @Apex Hours,

    Attended todays session on CPQ – Quote Line Editor and it was very informative content that was delivered.

  • Very informative session. Any Trailhead module to revisit other than practice in Trail org of CPQ?

  • This session made me understand Quoteline quick and easy!

  • Got very good understanding of QLE features and configurations to optimally use QLE.

    Thank you Apex Hours Team!

  • Thanks team Apex Hours.

    Good to see the power of field sets in Quote and Quote line items page.
    Good to have Sudha again and with that successfully completed the third day session.

  • Completed Quote Line Editor session. I love feature CPQ provides such as Add Groups, Favorite, Clone which will saves Sales people time when working with multiple deals and products.

    Thank you Apex team. very informative session.

  • DAY3: Learned Quote Line Editor.

    Thanks Apex Hours.

  • @ApexHours Episode #3, Quote Line Editor, completed. Thank you! #ApexHoursCPQ

  • Session 3:
    I like the way , she explained and the session is very clear

  • Session 3# Quote Line Editor Completed.

  • I hope you enjoyed the session

  • Completed the Quote Line Editor (QLE) Overview
    Onto Next pme

  • Nice session very informativ

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