Wow, Spring '19 is already here, although, it does not look like Spring outside my window as I write this. I think this release really comes packing a punch, especially to those still living comfortably in the Classic world. As of 2020, we Classic users are going to be hit with some pretty big changes … Continue reading The Classic side of Spring ’19 Release
My Favorite Posts from 2018
Happy New Year! Let's start the year with a quick recap of my favorite posts of 2018. Leave yours in the comments below. Monitor Setup Audit Trail via Email Alert CPQ Practice Questions Review: Provar My DevAdmin Toolkit 5 Practice Problems for APEX Triggers
HAPPY NEW YEAR!!
HAPPY HOLIDAYS!!
Opportunity Renewal Creation in CPQ
Recently I have come to understand that the process for generating a renewal opportunity using Steelbrick and the steps before and after it can be a bit confusing, if not cumbersome. In a hope to make the documentation that Salesforce provides a bit more understandable, I am writing a two-part post detailing with images the … Continue reading Opportunity Renewal Creation in CPQ
CPQ: How to Change the Order of the Pricing Waterfall
Recently, I learned that the pricing waterfall for CPQ, which is known to be a set structure of when discounts are applied, can, in fact, be modified. Kept in the list of CPQ special fields, which are fields that do not come with CPQ out of the box, but can be created manually and CPQ … Continue reading CPQ: How to Change the Order of the Pricing Waterfall
What does deleting a Product actually mean?
In the land of CPQ, or really just using Products in Salesforce in general, there is some hidden meaning to the Delete button on the Product record, that until recently I had not even heard of. When clicking Delete on a Product record, one of two things is actually going to happen. First, you will … Continue reading What does deleting a Product actually mean?
