Typically the release cycle for CPQ does not contain many items, however, the items it does include can be pretty useful. Winter 18 release focused on three aspects: Global Attributes, Percent of Total Products, and Order Product field updates. Global Attributes Global Attributes is a new record type that expands the already existing functionality of … Continue reading CPQ Winter ’18 Release Notes in Depth
CPQ
How To: CPQ Multiple Price Lists
Recently on a project, we were looking into how to maintain the old pricing for existing quotes and use new pricing for future quotes. Up until this point, the client had been overriding their existing pricebooks. To support two prices, we decided to create new pricebooks in addition to the existing ones. In order to proceed with … Continue reading How To: CPQ Multiple Price Lists
What’s in for CPQ down the road?
Last week I attended Salesforce's CPQ (previously known as Steelbrick) Roadmap Webinar. During the presentation, the speakers, Dan Milbrath, talked about what users of CPQ can hope to see down the line.
CPQ Data Migration
One of the most challenging issues with Salesforce's CPQ structure is that the majority of the setup is actually data instead of metadata. This results in not being able to use change sets to move the information across instances. Also, it can produce testing problems as it is hard to replicate all of the data … Continue reading CPQ Data Migration
Passing Salesforce CPQ + Study Guide
This weekend I passed the CPQ Specialist Exam after a lot of hard work and a bit too much googling. I want to share my experience with the exam and my tips for passing hopefully on the first try!
How to: Create an Alert in CPQ
If you use CPQ in your organization, your users may not always remember to add related products when they configure a quote, and you may not necessarily the items bundled. What do you do to ensure they don't forget? You use the built-in alert function of CPQ. Business Case You have two products, Laptop and … Continue reading How to: Create an Alert in CPQ
Review of CPQ 211 Course
According to Salesforce, the CPQ 211 course is for: "1) Administrators who will have experience implementing Salesforce CPQ solutions in a customer-facing role, 2) Solution Architects, Implementation Consultants, Developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ. This course will help one prepare for the Salesforce CPQ Specialist Certification. … Continue reading Review of CPQ 211 Course
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