What to consider when moving Legacy Data into CPQ?

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?

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

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