As part of the Salesforce CPQ (previously Steelbrick) package, there is a field on the Account level called Renewal Pricing Method. The purpose of this field maybe be confusing on the onset and so I want to provide some helpful guidance around using. The Renewal Pricing Method field has three options: Same List Uplift If … Continue reading Understanding CPQ Renewal Pricing Method
Updated Email to Case Setup (LEX)
More than a year ago I wrote an article detailing how to setup Email to Case for Gmail. That article was written specifically for Classic. Since that time many updates have been made on the Lightning side, including a Setup Walkthrough as part of the Service Cloud package for setting up Email to Case. The … Continue reading Updated Email to Case Setup (LEX)
January ’19: Lookback at Salesforce
Here is a quick look back of what happened in the month throughout the Salesforce community. I search Twitter and various Blogs to see some of the interesting news that comes out each month. What I’ve Learned as a Salesforce Consultant Brent Downey from Admin Hero brought us a very comprehensive article about the transition … Continue reading January ’19: Lookback at Salesforce
How to Rename Labels in the QLE
Have you ever looked at the Quote Line Editor and found that the labels being displayed didn't match your company lingo even though the values did? Well, here is a short and sweet trick for updating those labels - minimum effort required. For my walkthrough of how to change the label, I am going to … Continue reading How to Rename Labels in the QLE
CPQ Amendment and Renewal Quotes
You have just learned how to create a Renewal Opportunity using the out-of-the-box functionality provided by Steelbrick. In this second part of the blog series, I am going to walk through the standard process for creating an Amendment and for generating the Renewal Quote, the last step in the process. After your Renewal Opportunity is … Continue reading CPQ Amendment and Renewal Quotes
The Classic side of Spring ’19 Release
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
