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?
Author: sf9to5
How To: Set a custom end date in CPQ
Like most folks who use CPQ to sell a product over several years (typically referenced as MDQ in the Salesforce world), you may have run into a scenario where the purchaser wants to end on a date that would not have you fall in a typical subscription month amount. For example, say company ABC is … Continue reading How To: Set a custom end date in CPQ
Happy Thanksgiving!
May you have a joyful and Happy Thanksgiving with Friends and Family.
My DevAdmin ToolKit
Throughout my Salesforce career and this blog, I've been exposed to and reviewed a bunch of tools. Below is a list of my favorite tools to work with. Some are explicitly Salesforce, others just make my life easier when it comes to doing my Salesforce job. Tools for Admin work Cloudtoolkit.co - a website full … Continue reading My DevAdmin ToolKit
Review: Profile to Permission Set Helper
*The following article is for a tool that will only work in the Lightning Experience. If you use Classic, this is still relevant, you will just need to temporarily flip over.* Maybe you have had that moment where you think that this profile would actually be much better as permission set. Maybe the profile has … Continue reading Review: Profile to Permission Set Helper
Lightning for Outlook, Lightning Sync, and Inbox, Oh my!
So it may have crossed your mind recently that there seem to be a lot of Outlook/mail tools for Salesforce, and you have wondered what the heck the difference is. Today I am going to give a super high-level breakdown of the differences and a couple of things to keep in mind. Lightning for Outlook … Continue reading Lightning for Outlook, Lightning Sync, and Inbox, Oh my!
How-To: Display Custom Action button by Profile
Say that you have created a custom action button for the quote line editor in Salesforce, or that you only want certain users to have access to certain buttons. You may be wondering if there is an easy way to hide or show those buttons based on the Profile of the user as the criteria. … Continue reading How-To: Display Custom Action button by Profile
My first real Dreamforce – 2018
This year I got lucky enough to get a full pass for Dreamforce, which meant it was my first time really getting to go - I don't count just going to the expo. I went for two days, Wednesday and Thursday, as I was not staying in San Fransisco and could only handle so much … Continue reading My first real Dreamforce – 2018
Review: Code Search Chrome Plugin
One of the things that always irked me about the Salesforce Setup was the lack of ability to search the code in the system. Previously, as a first step (so to speak), I found the tool Metaforce, which allows you to search based on the name of workflow, email templates, and apex classes - but … Continue reading Review: Code Search Chrome Plugin
How to Create a Product Bundle in CPQ
Recently, I was asked how to create a bundle product in CPQ. Before I dive into the how I first want to explain the what and the why. Many companies have products that may have accessories, add-ons, or different components that make up a product - think about purchasing a laptop and the various configurations … Continue reading How to Create a Product Bundle in CPQ
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