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
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
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
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
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
Why is the Order related list not showing up on my Opportunity page layouts? This may seem like a simple thing to fix, you may be saying. Add it to the layout and make sure the user has access to the Orders object. Despite going through all of the usual checks, including logging … Continue reading Why is the Order related list not showing?
You may have searched the internet high and low as I did to understand the purpose of Covered Assets. Lo' and behold you won't find anything -- save this article on it -- because it is not an object, nor is a "Covered Asset" really anything other than a re-labeled related list on the Contract … Continue reading What is a Covered Asset?
In the world of CPQ, there are different routes you can go for handling contracts; you can use the out of the box Contracts object which is incorporated into CPQ with additional fields and objects. The other option is to use another install packaged from Steelbrick called Service Contracts, which essentially is deemed as the … Continue reading Short Intro to Service Contracts
Discount Schedules can be used for lots of different scenarios; two of the most common are based on term length (i.e. if you have a 24-month term you save 10%) or based on volume (if you buy a quantity of 10 you save 5%, but if you buy 20 you save 10%). In this post, … Continue reading How to Setup Discount Schedules
Recently, I had a need to be able to change between two different sets of fields while looking at the columns in the QLE. The reason? There were two distinct sets of fields that the users needed to review, but including them in one Field Set led to an unbelievable amount of fields at once … Continue reading How to Create Dynamic Field Sets for QLE