Many folks would love for Salesforce to enable the ability to turn off the prorate functionality for Subscription products. Unfortunately, Salesforce has tied the proration aspect to the ability to create a Subscription/Contract Line Item, which prevents users from having an easy way to have a subscription line with a set price regardless of term. … Continue reading How to make a Subscription not prorate
Rounding in CPQ
Rounding in CPQ is a common topic as it leads to many headaches, particularly if you add complexity to the situation/calculation. In general, let's start with some use cases of why rounding can be problematic: Rounding rules: The rounding rules can impact how a number is rounded. For example, you can round up or down … Continue reading Rounding in CPQ
Introduction To Salesforce OmniStudio
Salesforce's OmniStudio is a suite of tools designed to allow you to assemble your business processes quicker and easier. This can include and is not limited to Pricing Quotes in the Telco Industry, License & Permit Management in the Public Sector, or Applications & Admissions in the Education Sector. OmniStudio includes a drag-and-drop interface for … Continue reading Introduction To Salesforce OmniStudio
Introduction To Salesforce Industries
Salesforce Industries provides software solutions for business process implementations that are tailored to a specific industry. Industries CPQ uses OmniStudio to create the order flow and the shopping cart to configure quotes and orders. Because of the demand for Salesforce Industries implementations, starting a consulting firm dedicated to this could be a profitable business idea. … Continue reading Introduction To Salesforce Industries
How to setup Percent of Total to work with MDQ?
Recently, an acquaintance of mine, Rodrigo Crespo, discovered a funky issue with how Percent of Total products works with MDQ products. This article covers the funkiness and the key things to keep in mind if you set up the Percent of Total products connected to MDQ products. To learn more about MDQ check out my … Continue reading How to setup Percent of Total to work with MDQ?
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 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