If you are experienced with using MDQ, you know that sometimes it can be confusing to the Sales Rep creating the quote to understand which products are segmented vs. standard. As part of the Large Quoting Experience, Salesforce added a feature that allows you to more easily see the difference by placing the products into separate … Continue reading How to view MDQ in Tab format
CPQ
How to Set a Summary Variable for a Quote Term
A while back, I created a post for setting up an Alert for CPQ and used a Summary Variable as part of the setup. Today, I will walk through using a Summary Variable for setting a filter on a Quote Term. To start, the Quote Term is an object used for adding additional language to the … Continue reading How to Set a Summary Variable for a Quote Term
Benefits of CPQ Amendments and Renewals
Many of the Salesforce instances I work with have employed CPQ Amendments and Renewals and are experiencing the benefits of features that Salesforce provides out of the box. To learn about how to use Amendments and Renewals, please check out these two posts: Opportunity Renewal CreationAmendments and Renewal Quotes On the flip side, many have … Continue reading Benefits of CPQ Amendments and Renewals
The Implications of Changing the Contract Date in CPQ
Recently I was asked whether or not the Contract Date on a non-activated Contract could be changed- specifically the Contract Start Date field. I had been extremely hesitant to say Yes to this change because, in the world of CPQ, dates mean everything, and the Contract Start Date has a lot of power and meaning. … Continue reading The Implications of Changing the Contract Date in CPQ
CPQ: Connect Quote Line to Asset
I recently discovered some useful fields for CPQ in connection with the Asset record. They are there to assist in connecting back to the original Quote Line. They also provide extra details in the scenario that your Asset is connected to a percent of total Subscription Product. Quote Line: This reflects the Quote Line that … Continue reading CPQ: Connect Quote Line to Asset
Understanding Salesforce Multi-Currency Implications
When setting up multi-currency in your org there are some implications that you need to be aware of. When handling the building and testing of multi-currency in the sandbox, make sure to think about the following items: The first thing that you need to do when setting up multi-currency is to activate any additional currencies … Continue reading Understanding Salesforce Multi-Currency Implications
Winter ’21 Changes for CPQ Licensing
As part of the Winter '21 release anyone who has Salesforce CPQ or Advanced Approval packages will be required to make updates to their system. This includes licenses, permission sets, and profiles. The information you will see below is based on the CPQ package, but the same logic pertains for the Advanced Approvals package. NOT … Continue reading Winter ’21 Changes for CPQ Licensing
Evergreen Subscriptions in CPQ
A question I have heard since the Winter '19 release, where the Subscription Type options for CPQ products were expanded, is what is Evergreen and what is Renewal + Evergreen. In short form, an Evergreen subscription product is a product that never ends, think your Netflix subscription, its monthly and just keeps going until you … Continue reading Evergreen Subscriptions in CPQ
Quote Dates and Order Dates Relationship
While there is documentation about how dates are set in Salesforce, the documentation can become confusing, if not contradictory when you start looking into the details of which object controls the final dates. Salesforce says that the specificity for the Quote term and dates goes that the most granular level is the ruling level, meaning … Continue reading Quote Dates and Order Dates Relationship
How to: Renew Multiple Contracts from Account
You have several contracts that have occurred on an account that have different subscription products with different end dates. You want to merge them together and renew them all into a single opportunity and quote. To do the scenario noted above you would use the Renew Contracts or Renew Service Contracts (depending on your CPQ … Continue reading How to: Renew Multiple Contracts from Account
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