Have you ever looked at the Quote Line Editor and found that the labels being displayed didn't match your company lingo even though the values did? Well, here is a short and sweet trick for updating those labels - minimum effort required. For my walkthrough of how to change the label, I am going to … Continue reading How to Rename Labels in the QLE
You have just learned how to create a Renewal Opportunity using the out-of-the-box functionality provided by Steelbrick. In this second part of the blog series, I am going to walk through the standard process for creating an Amendment and for generating the Renewal Quote, the last step in the process. After your Renewal Opportunity is … Continue reading CPQ Amendment and Renewal Quotes
Wow, Spring '19 is already here, although, it does not look like Spring outside my window as I write this. I think this release really comes packing a punch, especially to those still living comfortably in the Classic world. As of 2020, we Classic users are going to be hit with some pretty big changes … Continue reading The Classic side of Spring ’19 Release
Recently I have come to understand that the process for generating a renewal opportunity using Steelbrick and the steps before and after it can be a bit confusing, if not cumbersome. In a hope to make the documentation that Salesforce provides a bit more understandable, I am writing a two-part post detailing with images the … Continue reading Opportunity Renewal Creation in CPQ
Recently, I learned that the pricing waterfall for CPQ, which is known to be a set structure of when discounts are applied, can, in fact, be modified. Kept in the list of CPQ special fields, which are fields that do not come with CPQ out of the box, but can be created manually and CPQ … Continue reading CPQ: How to Change the Order of the Pricing Waterfall
In the land of CPQ, or really just using Products in Salesforce in general, there is some hidden meaning to the Delete button on the Product record, that until recently I had not even heard of. When clicking Delete on a Product record, one of two things is actually going to happen. First, you will … Continue reading What does deleting a Product actually mean?
Like most folks who use CPQ to sell a product over several years (typically referenced as MDQ in the Salesforce world), you may have run into a scenario where the purchaser wants to end on a date that would not have you fall in a typical subscription month amount. For example, say company ABC is … Continue reading How To: Set a custom end date in CPQ