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Author: sf9to5

How to hide the Desegment button for MDQ?

August 17, 2022August 15, 2022 ~ sf9to5 ~ Leave a comment

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

July 20, 2022May 24, 2022 ~ sf9to5 ~ Leave a comment

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

July 6, 2022May 24, 2022 ~ sf9to5 ~ Leave a comment

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

June 22, 2022May 24, 2022 ~ sf9to5 ~ Leave a comment

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

June 8, 2022May 24, 2022 ~ sf9to5 ~ Leave a comment

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

How to do an Early Renewal in CPQ

May 25, 2022May 24, 2022 ~ sf9to5 ~ Leave a comment

Early Renewals are a funny topic in CPQ because many people think that a unique action is needed to do it. However, Early Renewals are very simple to achieve. To do an Early Renewal, the easiest path forward is to check the Renewal Forecast and the Renewal Quoted checkboxes on the Contract on the day … Continue reading How to do an Early Renewal in CPQ

How to Rip and Replace in CPQ

May 4, 2022May 4, 2022 ~ sf9to5 ~ Leave a comment

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

April 26, 2022March 19, 2022 ~ sf9to5 ~ Leave a comment

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

April 12, 2022February 14, 2022 ~ sf9to5 ~ 1 Comment

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

March 29, 2022March 19, 2022 ~ sf9to5 ~ 2 Comments

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

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Hi there! I'm Yelena and I'm a Salesforce CPQ Solution Architect. I write about CPQ, challenges I solve, and general tips and tricks.

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