I previously wrote an article describing the different Order settings of Salesforce OOTB. Once you have enabled those settings, some additional adjustments can still be made at either a profile or permission set level to allow users edit activated orders. All of the below settings are in the App Permissions in the Sales section: 1. … Continue reading How to Edit Activated Orders
Should I use Orders in CPQ?
The question in the title is one I have been asked on repeat over the last four years. The initial question is always at the object level, a wanting to understand which flavor they should pick: Opportunity --> Quote --> Contract Opportunity --> Quote --> Order --> Contract While some might think the obvious answer … Continue reading Should I use Orders in CPQ?
What to consider when moving Legacy Data into CPQ?
The audience for this post is those who are moving or doing one of the following: Moving into Salesforce CPQ from a third-party toolTransitioning from standard Salesforce Quotes to CPQCompleting an implementation of CPQ, where previously Amendments/Renewals were not correctly in use This article does not account for any data related to the Salesforce Billing … Continue reading What to consider when moving Legacy Data into CPQ?
How to fix incorrect MDQ Unit Price?
If you have MDQ turned on and are also using the pricing setting on the Product Option record, the following issue has likely happened to you. Unfortunately, the documentation from Salesforce for resolving this is buried, so hopefully, this will provide some assistance. Suppose that you de-segment a product option and then resegment it. The … Continue reading How to fix incorrect MDQ Unit Price?
How to set up Dunnings in Salesforce Billing
Dunnings - a word that my computer dictionary does not believe is real, but I promise you it is. It is the process that collections agents go through when they want to try and collect payments that are late or overdue. As the Revenue Cloud ecosystem grows to include the Finance side of the house, … Continue reading How to set up Dunnings in Salesforce Billing
How to hide the Desegment button for MDQ?
When you have MDQ products set up in CPQ, you automatically get the Wand icon which you can use to segment or desegment the products. Out-of-the-box, these icons are visible and easily clickable. However, if a user desegments a product they have spent time setting up, they will lose all of the work (unless they … Continue reading How to hide the Desegment button for MDQ?
How to set up a Percent of Total product
If you are looking to have a product that has its price calculated by another product or set of products, you will want to set up a Percent of Total product. Doing this requires a couple of steps. First, on the Product record that will be the Percent of Total product, you will want to … Continue reading How to set up a Percent of Total product
How to Cancel a Contract in CPQ
Canceling a Contract or churning a Contract in CPQ can mean different things depending on the scenario you reference. The first scenario could be that you are referring to not renewing a Contract, meaning the customer did not want to continue past their contract date. The second scenario could be taking an existing contract and … Continue reading How to Cancel a Contract in CPQ
Percent of Total Discounts on Renewals
I've been writing a lot about Percent of Total products recently, and this has stemmed from the fact that the Percent of Total products seem to have a lot of nuance to them, that if you are paying attention, it might come back to bite you later on down the road. This article is a … Continue reading Percent of Total Discounts on Renewals
Partner Discounts on Renewals
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 … Continue reading Partner Discounts on Renewals
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