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
CPQ
Partner Discounts on Renewals
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
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
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
How to Amend and Extend a Contract in CPQ
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
Practice your first CPQ Implementation
Introducing for the first time (to my knowledge) a CPQ practice workbook for implementation - a product designed to give you a sample of what a real-world Salesforce CPQ implementation might look like. Using the same guiding principles as a Trailhead Superbadge, the CPQ practice workbook is structured to provide you with a scenario that … Continue reading Practice your first CPQ Implementation
Blue Canvas CPQ Deployer Review
This post is sponsored by Blue Canvas. All content and opinions are my own. Recently a colleague introduced me to Blue Canvas - a company focused on CI/CD and DevOps tools for the Salesforce ecosystem. They recently launched CPQ Deployer, a tool to help administrators move CPQ data from one org to another. If you … Continue reading Blue Canvas CPQ Deployer Review
Passing Salesforce CPQ + Study Guide
It has been a few years since I originally wrote this article and passed the CPQ exam. In that time, Salesforce has made many new resources available to learn and understand CPQ.
How to view MDQ in Tab format
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
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