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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.

Comments(14)

  1. Reply
    Lijo Bose Cyril says:

    Completed Day3. Quote Line Editor.Very helpful

  2. Reply
    Asish Patnaik says:

    Hello @Apex Hours,

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

  3. Reply
    UMESH says:

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

  4. Reply
    Satish Undapalli says:

    This session made me understand Quoteline quick and easy!

  5. Reply
    Mayank Shah says:

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

    Thank you Apex Hours Team!

  6. Reply
    M A says:

    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.

  7. Reply
    Kishan Patel says:

    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.

  8. Reply
    Nasif Hasnain says:

    DAY3: Learned Quote Line Editor.

    Thanks Apex Hours.

  9. Reply
    Ella Fedotova says:

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

  10. Reply
    GUNDA MANIKUMAR says:

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

  11. Reply
    Ankit Desai says:

    Session 3# Quote Line Editor Completed.

  12. Reply
    Yuvraj Singh Shekhawat says:

    I hope you enjoyed the session

  13. Reply
    Ashish Yadav says:

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

  14. Reply
    Yuvraj Singh Shekhawat says:

    Nice session very informativ

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