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
CPQ
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
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
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