First, let's clarify what MDQ stands for and what it actually means. MDQ stands for Multi-Dimensional-Quoting. It is commonly used for quoting with multiple years/terms/segments where you may have a ramp-up in price over the course of the segments and/or a ramp-up in the quantity of the product being sold. Setting up a Product in … Continue reading How to Setup MDQ?
An important field on the Product Option record that you should always consider when creating Product Options is the Type field. This field controls the behavior of its relationship with its parent Product (Configured SKU). Below I will demonstrate how the different values of the Type field behave. Component: This sets the Product Option to … Continue reading Understanding the Type field on Product Option
Recently I was asked about adding a Lookup field on a Quote Line to be filled in on the Quote Line Editor. As a result, I learned something new about the backend of CPQ. There is a special way to adjust what fields show up in the Lookup filter view and how to set it … Continue reading How to set up a Lookfield for the QLE
Recently, a customer wanted to display the images of the products they sell within CPQ to make it easier for their sales reps to identify the differences in the products. After much research and digging through the Salesforce documentation, I found it to be lacking in the context needed to do it in Lightning. Here … Continue reading How to add Product Image in Quote Line Editor
You are probably wondering what is a Twin field and when do you use it. A Twin field is a CPQ feature that lets you create, for certain objects, two fields that are of the same name and type, and the data from one object is automatically populated onto the other object. Of course, there … Continue reading How to Set up Twin Fields in CPQ
In CPQ there are many different ways to display Products to your users. In this post, I am going to review how you can show a bundle product that has its features broken out by tabs and then sub-groupings on that tab. Our end goal is going to look something like this: The use case … Continue reading How to use Features and Categories in CPQ?
So for a long time, I have known about the Recursion Checkbox in the Process Builder; however, I have never found a reason to use it. I believe part of my shyness towards this checkbox has been that in the development world, there are very few instances where you want recursion to happen. Typically, we … Continue reading When to use Recursion Checkbox in Process Builder
We've all seen it, the random message that shows at the top of a CPQ Quote without any rhyme or a reason, at least not at the front of mind. I have compiled a list of common error messages and their troubleshooting steps, along with the relevant articles from Salesforce, in order to provide some … Continue reading Troubleshooting Common CPQ Error Messages
As part of the Salesforce CPQ (previously Steelbrick) package, there is a field on the Account level called Renewal Pricing Method. The purpose of this field maybe be confusing on the onset and so I want to provide some helpful guidance around using. The Renewal Pricing Method field has three options: Same List Uplift If … Continue reading Understanding CPQ Renewal Pricing Method
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