Discount Schedules can be used for lots of different scenarios; two of the most common are based on term length (i.e. if you have a 24-month term you save 10%) or based on volume (if you buy a quantity of 10 you save 5%, but if you buy 20 you save 10%). In this post, … Continue reading How to Setup Discount Schedules
How to Create Dynamic Field Sets for QLE
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
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
How to handle zero quantity Orders
Say you have a product that you sold for $100 last month with a quantity of two, and this month the customer would like to exchange that product for an upgrade (a different product altogether). With Amendments in CPQ, this is not an issue. You can zero out the line and then add the new … Continue reading How to handle zero quantity Orders
Permission Set Groups – Spring ’20 Release
In the Spring '20 release from Salesforce, Permission Set Groups will finally be GA (generally available). This is fantastic news because these groups are going to save all of us admins so much time and headache when it comes to assigning permission sets. You may be wondering what a permission set is or what a … Continue reading Permission Set Groups – Spring ’20 Release
SF9to5’s Top 10 posts for 2019
HAPPY HOLIDAYS!! Here are the top 10 new posts in 2019: How to Set up Related Quick Links Salesforce Lightning Reference Guide Related Lists Summer ’19 Updates How to: Field Trip by RingLead Understanding CPQ Renewal Pricing Method Sending an Email using Macros in Lightning How to Set up Twin Fields in CPQ Updated Email … Continue reading SF9to5’s Top 10 posts for 2019
How to Setup MDQ?
First, let's clarify what MDQ stands for and what it actually means. MDQ stands for Multi-Dimensional-Quoting. It is commonly used for quoting with multiple years/terms/segments where you may have a ramp-up in price over the course of the segments and/or a ramp-up in the quantity of the product being sold. Setting up a Product in … Continue reading How to Setup MDQ?
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
Understanding the Type field on Product Option
An important field on the Product Option record that you should always consider when creating Product Options is the Type field. This field controls the behavior of its relationship with its parent Product (Configured SKU). Below I will demonstrate how the different values of the Type field behave. Component: This sets the Product Option to … Continue reading Understanding the Type field on Product Option
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