In the Spring 23 release, Salesforce launched a Search Manager for Einstein Search. Within the manager, you are able to control the details and configurations of search terms for a specific profile. Go to Setup --> Search Manager Create a Configuration and select the Profile you want to be associated with it You will see … Continue reading How to use the new Search Manager
How to make a Subscription not prorate
Many folks would love for Salesforce to enable the ability to turn off the prorate functionality for Subscription products. Unfortunately, Salesforce has tied the proration aspect to the ability to create a Subscription/Contract Line Item, which prevents users from having an easy way to have a subscription line with a set price regardless of term. … Continue reading How to make a Subscription not prorate
Rounding in CPQ
Rounding in CPQ is a common topic as it leads to many headaches, particularly if you add complexity to the situation/calculation. In general, let's start with some use cases of why rounding can be problematic: Rounding rules: The rounding rules can impact how a number is rounded. For example, you can round up or down … Continue reading Rounding in CPQ
Introduction To Salesforce OmniStudio
Salesforce's OmniStudio is a suite of tools designed to allow you to assemble your business processes quicker and easier. This can include and is not limited to Pricing Quotes in the Telco Industry, License & Permit Management in the Public Sector, or Applications & Admissions in the Education Sector. OmniStudio includes a drag-and-drop interface for … Continue reading Introduction To Salesforce OmniStudio
Spring ’23 – these are a few of my favorite things!
While it does not seem like spring in most of the US, Salesforce releases do not seem to care. Our Spring release is just around the corner, and my goodness, it comes jam-packed with so many items that I couldn't just pick a few. To keep this easy, I've separated them into categories and left … Continue reading Spring ’23 – these are a few of my favorite things!
Introduction To Salesforce Industries
Salesforce Industries provides software solutions for business process implementations that are tailored to a specific industry. Industries CPQ uses OmniStudio to create the order flow and the shopping cart to configure quotes and orders. Because of the demand for Salesforce Industries implementations, starting a consulting firm dedicated to this could be a profitable business idea. … Continue reading Introduction To Salesforce Industries
How to setup Percent of Total to work with MDQ?
Recently, an acquaintance of mine, Rodrigo Crespo, discovered a funky issue with how Percent of Total products works with MDQ products. This article covers the funkiness and the key things to keep in mind if you set up the Percent of Total products connected to MDQ products. To learn more about MDQ check out my … Continue reading How to setup Percent of Total to work with MDQ?
How to Edit Activated Orders
I previously wrote an article describing the different Order settings of Salesforce OOTB. Once you have enabled those settings, some additional adjustments can still be made at either a profile or permission set level to allow users edit activated orders. All of the below settings are in the App Permissions in the Sales section: 1. … Continue reading How to Edit Activated Orders
Should I use Orders in CPQ?
The question in the title is one I have been asked on repeat over the last four years. The initial question is always at the object level, a wanting to understand which flavor they should pick: Opportunity --> Quote --> Contract Opportunity --> Quote --> Order --> Contract While some might think the obvious answer … Continue reading Should I use Orders in CPQ?
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?
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