This post will review the best practices for doing a Rip and Replace scenario in CPQ. First, let's define Rip and Replace: This is when you take an existing Contract in Salesforce and cancel all of the lines, with the intention to create a net new Contract. The most common reason for doing this action … Continue reading How to Rip and Replace in CPQ
Considerations for Contact Org Wide Settings
When setting up your Salesforce instance, it is important to consider your sharing settings for the Account, Contact, Opportunity, and Case objects. This is because these objects are the most tied together in how they can be set up. Greyed out represents when the Account is changed all others that are changed If you want … Continue reading Considerations for Contact Org Wide Settings
How to Set a Default Experience for a Profile
The Salesforce org you are working with might have more than one Experience, and your users may be able to access more than one Experience. In this scenario, you would likely want your users to default to a selected community, including all communications coming out of Salesforce. To do this is quite simple. Go to … Continue reading How to Set a Default Experience for a Profile
How to Amend and Extend a Contract in CPQ
You likely landed on this article because you are trying to update Products via an Amendment in CPQ while also adding term length to that Contract. I will preface that while CPQ supports this process in some ways, it is not fully supported for all scenarios. First and foremost, let's get some logistics out of … Continue reading How to Amend and Extend a Contract in CPQ
Practice your first CPQ Implementation
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 … Continue reading Practice your first CPQ Implementation
What can I do with Lightning Apps?
Lightning Apps in Salesforce are a great tool to have at your disposal for giving your users a streamlined view of the things they need at their fingertips. As a quick reminder on how to create a Lightning App go to: Setup --> App Manager --> New Lightning App Here are all of the things … Continue reading What can I do with Lightning Apps?
How to Migrate to Flow (beta)
At the time of writing this article, two important factors to note: This is in Beta - so please read the details and terms provided in the release notesThis is ONLY working for Workflow Rules, not Process Builders With the upcoming retirement of Workflow Rules and Process Builders, Salesforce is giving us the tools we … Continue reading How to Migrate to Flow (beta)
Blue Canvas CPQ Deployer Review
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 … Continue reading Blue Canvas CPQ Deployer Review
How to create a single Accounts and Service Contracts report
This tutorial will walk you through how to create a report that meets the requirement of Accounts with Service Contracts. The goal is not to add any fields and to start from the Account object. Unfortunately, Salesforce does not support Accounts and Service Contracts together for a custom Report Type as of the day of … Continue reading How to create a single Accounts and Service Contracts report
Edit fields on a Report (Beta)
Finally! One of the things I have been asked for the most since I first took a job as a Salesforce Admin was the ability to edit inline a report. Well, our wishes have come true. In the Spring '22 release, this feature is in Beta and available to use. To use this, first, go … Continue reading Edit fields on a Report (Beta)
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