Recently, I had a need to be able to change between two different sets of fields while looking at the columns in the QLE. The reason? There were two distinct sets of fields that the users needed to review, but including them in one Field Set led to an unbelievable amount of fields at once … Continue reading How to Create Dynamic Field Sets for QLE
Tips & Tricks
Why won’t decimal places show in Quantity Field
Recently I had a headscratcher of an issue. I was trying to make it so that in the QLE the value in the quantity column would show up with two decimal places. I checked the Quantity field on the Quote Line object and all appeared to be correct. Even when looking at the QLE and … Continue reading Why won’t decimal places show in Quantity Field
Where is the Find Duplicates button in Lightning?
As many of us are working through the transition to Lightning, you may be looking for all of the things you are familiar with from Classic in the Lightning setting. One of those items is likely the Find Duplicates button that exists for Leads in Classic. In Lightning, there is no Find Duplicates button, however, … Continue reading Where is the Find Duplicates button in Lightning?
Converting Leads in Lightning
During the transition process to Lightning, one of the big user experience changes you may see is the difference in how the Convert button on a Lead works. The differences are completely beneficial to your users but may take some adjusting to the visual elements of it. Let's step through the Convert screen in Lightning: … Continue reading Converting Leads in Lightning
How to Run a Report on Reports
Perhaps you are thinking about doing a Reports cleanup as part of your Lightning Transition. Salesforce has made it easy to report on Reports. Possible good use cases for using this Report type are: seeing how many reports you have in total, how many have been run recently, how many have NEVER been run (trust … Continue reading How to Run a Report on Reports
How to set up a Lookfield for the QLE
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
How to Add Campaign Members in Lightning
The user experience of many features in Lightning may differ in comparison to Classic. One such feature is adding Campaign Members to a Campaign. Related: Salesforce Lightning Reference Guide In Classic, the way you added Campaign Members was through the Manage Members button at the top of the Campaign screen. The button is a drop-down with … Continue reading How to Add Campaign Members in Lightning
How to add Product Image in Quote Line Editor
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
How to Set up Twin Fields in CPQ
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
How to: Audit Salesforce Profiles
Recently, I wrote a series of posts called The Ultimate Profile Auditing Guide. The purpose of the guide is to help you navigate viewing Profiles on a large scale through Excel as a means of running an audit on your Profiles. Below is the list of posts in the order that they go in. The … Continue reading How to: Audit Salesforce Profiles
