The audience for this post is those who are moving or doing one of the following: Moving into Salesforce CPQ from a third-party toolTransitioning from standard Salesforce Quotes to CPQCompleting an implementation of CPQ, where previously Amendments/Renewals were not correctly in use This article does not account for any data related to the Salesforce Billing … Continue reading What to consider when moving Legacy Data into CPQ?
Tips & Tricks
How to Set a Default Experience for a Profile
The Salesforce org you are working with might have more than one Experience, and your users may be able to access more than one Experience. In this scenario, you would likely want your users to default to a selected community, including all communications coming out of Salesforce. To do this is quite simple. Go to … Continue reading How to Set a Default Experience for a Profile
What can I do with Lightning Apps?
Lightning Apps in Salesforce are a great tool to have at your disposal for giving your users a streamlined view of the things they need at their fingertips. As a quick reminder on how to create a Lightning App go to: Setup --> App Manager --> New Lightning App Here are all of the things … Continue reading What can I do with Lightning Apps?
How to Migrate to Flow (beta)
At the time of writing this article, two important factors to note: This is in Beta - so please read the details and terms provided in the release notesThis is ONLY working for Workflow Rules, not Process Builders With the upcoming retirement of Workflow Rules and Process Builders, Salesforce is giving us the tools we … Continue reading How to Migrate to Flow (beta)
How to create a single Accounts and Service Contracts report
This tutorial will walk you through how to create a report that meets the requirement of Accounts with Service Contracts. The goal is not to add any fields and to start from the Account object. Unfortunately, Salesforce does not support Accounts and Service Contracts together for a custom Report Type as of the day of … Continue reading How to create a single Accounts and Service Contracts report
Edit fields on a Report (Beta)
Finally! One of the things I have been asked for the most since I first took a job as a Salesforce Admin was the ability to edit inline a report. Well, our wishes have come true. In the Spring '22 release, this feature is in Beta and available to use. To use this, first, go … Continue reading Edit fields on a Report (Beta)
How to display a warning message on a record
The requirement is to display a warning message on the top of a record. The message should only display if the record contains certain information. In the days of old, and by the I mean Classic, Visualforce was usually required to make a nice banner that sat on the page and could be dynamic. Today, … Continue reading How to display a warning message on a record
Troubleshooting my first Flow
I am trying to venture down the road of understanding the in's and out's of Flows. I tried this a couple of years ago; I could not come to terms with them - coding was easier. However, with the announcement of the retirement of Workflow Rules and Process Builders and the immense number of updates … Continue reading Troubleshooting my first Flow
How to give access to multiple Experience Communities
I recently worked on a Partner Portal in an environment with two other Communities, including a Customer Portal. One of the challenges I experienced during this was how to give access to the Partner to the Partner Portal and the Customer Portal. The challenge is quite easily solved with the use of a permission set … Continue reading How to give access to multiple Experience Communities
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
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