Usage Based Products in Salesforce CPQ
Jayakrishna Ganjikunta
by jayakrishnasfdc
1y ago
Usage-based Products are the ones if we price the products applying predefined rates based on the usage or future consumption. This is for the “number of” products. Hours, Views, Impressions, Calls, Incidents, Visits, Bandwidth, and many many more. There are a few things you need to do before you begin quoting with Usage-Based Products. To setup these in CPQ, the following fields need to be set as Subscription Pricing: Fixed Price Charge Type: Recurring Billing Type: Arrears Subscription Term populated Billing Frequency populated Consumption Schedule Price Rate All usage products require at ..read more
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CPQ Trailhead Modules
Jayakrishna Ganjikunta
by jayakrishnasfdc
1y ago
Here i am posting the Trailhead chapters for basic modules which we can practice in Trailhead. CPQ Platform CPQ Platform Basics CPQ Basics Quotes Products Prices PDF Quotes Contracts and Renewals CPQ Features Lead-to-Cash Lifecycle Product rules and Price Rules Order Management Bundle Configurations Configurable Bundles Configure Sales Process Configuration Types and Events Construct Bundles Bundled Quote Lines Organize Options Feature User Experience Configured Code Use Case on Bundles Create a Configurable Bundle with Options and Features Alert Product Rule Selection Product ..read more
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Subscription-based Products
Jayakrishna Ganjikunta
by jayakrishnasfdc
1y ago
A subscription product is a product that has some recurring payment element to it, whether it be a monthly payment or an annual subscription. Tracking which customers have subscription-based products is one of the major highlights of Salesforce CPQ, and is worth considering for any organization with recurring renewal opportunities. Continue reading to learn how you can set up subscriptions in Salesforce CPQ, and the benefits of doing so. Price is always prorated according to the Quote Term Length​ Example: Home Appliances on Rent varies depending on the Duration.​ Products can be&nb ..read more
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Products in Salesforce CPQ
Jayakrishna Ganjikunta
by jayakrishnasfdc
1y ago
What is a Product in Salesforce? Product creation is very first step for implementing CPQ-based Salesforce. This blog post will help you understand the steps to create a simple standalone product using Salesforce CPQ. Salesforce CPQ enables Admins and Product Managers to configure various types of product offerings and services using out-of-the-box features. A standalone product can be a service, a software license or a physical product that is sold as a one-time fee. The customer pays for such product up-front and is authorized to use it indefinitely. Wel ..read more
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Quote Line Editor (QLE)
Jayakrishna Ganjikunta
by jayakrishnasfdc
1y ago
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. The quote line editor interface is where you can view your quote lines and make changes across the entire quote or to individual lines. It can be accessed from the Edit Lines button on the quote record. There are a lot of interesting and useful things to see and know here.   Buttons and Actions on the Quote Line Editor First of all, we’ve got the&nbs ..read more
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CPQ Package Settings Configuration
Jayakrishna Ganjikunta
by jayakrishnasfdc
1y ago
After installing the package access the Salesforce CPQ Settings Editor to change settings across the entire package. From Setup, enter Installed Packages, and then select Installed Packages. Find the Salesforce CPQ package and click Configure. Navigate between the setting area tabs to change your settings. Document Package Settings FIELD NAME DESCRIPTION Attachment Target Choose a target object. Document Only: Quote documents are available in the chosen Salesforce Documents folder. Quote: Quote documents are saved in the chosen Salesforce Documents folder and in the quote’s ..read more
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Installation of Salesforce CPQ
Jayakrishna Ganjikunta
by jayakrishnasfdc
1y ago
Pre-Installation Steps Before installing Salesforce CPQ, enable below permissions in your Salesforce Org. Enable email deliverability to all users. Navigate to Setup | Administer | Email Administration | Deliverability. Select All email as the Access level and click SaveEmail Deliverability Enable Chatter Navigate to Setup | Build | Chatter | Chatter Settings. Click Edit button and select Enable Click SaveEnable Chatter Enable Orders Navigate to Setup | Build | Customize | Orders | Order Settings. Select Enable Order ..read more
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Salesforce Quote-to-Cash Process
Jayakrishna Ganjikunta
by jayakrishnasfdc
1y ago
The quote-to-cash (QTC) process encompasses many sales, account management, order fulfillment, billing, and accounts receivables functions. It considers the steps taken as your sales team configures a quote and drafts a proposal for a client, through to when payment is received for services rendered. What is the quote-to-cash process? The quote-to-cash process covers the end-to-end functions related to sales activity for your organization. Typically, configuring offers for a prospect is listed as the first true step of the QTC process. While there are often some sales activities that occur al ..read more
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Salesforce Campaign Management
Jayakrishna Ganjikunta
by jayakrishnasfdc
1y ago
Hello All, Welcome to jayakrishnasfdc blog, in this article I am explaining the complete background of the Campaign and journey to Contact, Lead, and Opportunity. Let’s see the whole content as an index first to understand what are we going to read. Salesforce Campaign What is Campaign How to create a Campaign Campaign Metrics Campaign Hierarchy Salesforce Campaign Members Campaign Member Campaign Member status Default Checkbox Lead and Contact Campaign History Campaign Influence Link Opportunities to Salesforce Campaigns Linking Opportunities by Converting Leads Creating an Opportun ..read more
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Salesforce Multi-Factor Authentication
Jayakrishna Ganjikunta
by jayakrishnasfdc
2y ago
Every password used in an organization is a security hole. The largest ransomware attacks and corporate data breaches have been caused by compromised passwords for noncritical systems that allowed access to critical systems. Requiring that you provide both something you know (your password) and something you have (your phone) makes it harder for your passwords to be compromised. That’s the definition of multi-factor authentication, or “MFA.”  MFA describes a security feature that requires a user to present two or more “factors,” or pieces of information, to prove their identity when ..read more
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