HAPPY HOLIDAYS!!
Opportunity Renewal Creation in CPQ
Recently I have come to understand that the process for generating a renewal opportunity using Steelbrick and the steps before and after it can be a bit confusing, if not cumbersome. In a hope to make the documentation that Salesforce provides a bit more understandable, I am writing a two-part post detailing with images the … Continue reading Opportunity Renewal Creation in CPQ
CPQ: How to Change the Order of the Pricing Waterfall
Recently, I learned that the pricing waterfall for CPQ, which is known to be a set structure of when discounts are applied, can, in fact, be modified. Kept in the list of CPQ special fields, which are fields that do not come with CPQ out of the box, but can be created manually and CPQ … Continue reading CPQ: How to Change the Order of the Pricing Waterfall
What does deleting a Product actually mean?
In the land of CPQ, or really just using Products in Salesforce in general, there is some hidden meaning to the Delete button on the Product record, that until recently I had not even heard of. When clicking Delete on a Product record, one of two things is actually going to happen. First, you will … Continue reading What does deleting a Product actually mean?
How To: Set a custom end date in CPQ
Like most folks who use CPQ to sell a product over several years (typically referenced as MDQ in the Salesforce world), you may have run into a scenario where the purchaser wants to end on a date that would not have you fall in a typical subscription month amount. For example, say company ABC is … Continue reading How To: Set a custom end date in CPQ
Happy Thanksgiving!
May you have a joyful and Happy Thanksgiving with Friends and Family.
My DevAdmin ToolKit
Throughout my Salesforce career and this blog, I've been exposed to and reviewed a bunch of tools. Below is a list of my favorite tools to work with. Some are explicitly Salesforce, others just make my life easier when it comes to doing my Salesforce job. Tools for Admin work Cloudtoolkit.co - a website full … Continue reading My DevAdmin ToolKit
Review: Profile to Permission Set Helper
*The following article is for a tool that will only work in the Lightning Experience. If you use Classic, this is still relevant, you will just need to temporarily flip over.* Maybe you have had that moment where you think that this profile would actually be much better as permission set. Maybe the profile has … Continue reading Review: Profile to Permission Set Helper
Lightning for Outlook, Lightning Sync, and Inbox, Oh my!
So it may have crossed your mind recently that there seem to be a lot of Outlook/mail tools for Salesforce, and you have wondered what the heck the difference is. Today I am going to give a super high-level breakdown of the differences and a couple of things to keep in mind. Lightning for Outlook … Continue reading Lightning for Outlook, Lightning Sync, and Inbox, Oh my!
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