Salesforce 9 to 5 » CPQ
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Salesforce 9 to 5 » CPQ
2w ago
The specific action of modifying Quote Terms within a quote document is a crucial functionality that caters to the dynamic nature of business negotiations and agreements. When dealing with sales representatives and various stakeholders, adjustments to the language or terms included in a quote are common. The Modify Quote Terms button is a valuable tool ..read more
Salesforce 9 to 5 » CPQ
9M ago
Recently I have been explaining to users the foundations of Subscription Type and the implications on a product. The question is typically around how you setup a one-time product, which truly is a loaded question as it requires understanding the value of proration before you can move forward. Before we jump into the field, a ..read more
Salesforce 9 to 5 » CPQ
1y ago
Many folks would love for Salesforce to enable the ability to turn off the prorate functionality for Subscription products. Unfortunately, Salesforce has tied the proration aspect to the ability to create a Subscription/Contract Line Item, which prevents users from having an easy way to have a subscription line with a set price regardless of term ..read more
Salesforce 9 to 5 » CPQ
1y ago
Rounding in CPQ is a common topic as it leads to many headaches, particularly if you add complexity to the situation/calculation. In general, let's start with some use cases of why rounding can be problematic: Rounding rules: The rounding rules can impact how a number is rounded. For example, you can round up or down ..read more
Salesforce 9 to 5 » CPQ
1y ago
Recently, an acquaintance of mine, Rodrigo Crespo, discovered a funky issue with how Percent of Total products works with MDQ products. This article covers the funkiness and the key things to keep in mind if you set up the Percent of Total products connected to MDQ products. To learn more about MDQ check out my ..read more
Salesforce 9 to 5 » CPQ
1y ago
While some companies set their Partner Discounts and Distributor Discounts on the Quote level using Price Rules and lookup data, others might choose to enter the data per Quote manually. In either scenario, it is crucial to understand that the data will not automatically end up on the Renewal quote when going through the Renewal ..read more
Salesforce 9 to 5 » CPQ
2y ago
Introducing for the first time (to my knowledge) a CPQ practice workbook for implementation - a product designed to give you a sample of what a real-world Salesforce CPQ implementation might look like. Using the same guiding principles as a Trailhead Superbadge, the CPQ practice workbook is structured to provide you with a scenario that ..read more
Salesforce 9 to 5 » CPQ
2y ago
This post is sponsored by Blue Canvas. All content and opinions are my own. Recently a colleague introduced me to Blue Canvas - a company focused on CI/CD and DevOps tools for the Salesforce ecosystem. They recently launched CPQ Deployer, a tool to help administrators move CPQ data from one org to another. If you ..read more
Salesforce 9 to 5 » CPQ
2y ago
It has been a few years since I originally wrote this article and passed the CPQ exam. In that time, Salesforce has made many new resources available to learn and understand CPQ ..read more
Salesforce 9 to 5 » CPQ
2y ago
If you are experienced with using MDQ, you know that sometimes it can be confusing to the Sales Rep creating the quote to understand which products are segmented vs. standard. As part of the Large Quoting Experience, Salesforce added a feature that allows you to more easily see the difference by placing the products into separate ..read more