As part of the Winter '21 release anyone who has Salesforce CPQ or Advanced Approval packages will be required to make updates to their system. This includes licenses, permission sets, and profiles. The information you will see below is based on the CPQ package, but the same logic pertains for the Advanced Approvals package. NOT … Continue reading Winter ’21 Changes for CPQ Licensing
What is the difference between Managed License and Permission Set License
If you have ever installed a package from the App Exchange that has a specified number of licenses that can be given out to users then you are probably familiar with a Managed License. A managed license is a license required to be given to a user in order for that user to have access … Continue reading What is the difference between Managed License and Permission Set License
The New Salesforce Optimizer App
The Optimizer app is an app provided for free by Salesforce. It is accessible through Setup when in the Lightning interface. The Optimizer app gives you a rundown on how your system is configured and where improvements can be made. Before the Summer '20 release, Salesforce only offered the Optimizer functionality as a report that … Continue reading The New Salesforce Optimizer App
8 Tips for setting up Self-Registration in a Customer Community
Some new projects have come my way and I am starting to dive deep into the Community Cloud that Salesforce has to offer. The first thing on the list was to get a Customer Community up and running with a Self-Registration login. There are Trailheads and Salesforce documentation on how to do this, however, despite … Continue reading 8 Tips for setting up Self-Registration in a Customer Community
How to Setup Multi-Currency
Multi-currency is a feature that comes with Salesforce that is very useful if your company either is multiple countries with different currencies or simply sells in more than one currency. Below I am going to walk you through the basic steps of setting up a secondary currency using GBP (Great British Pound). Go to Setup … Continue reading How to Setup Multi-Currency
Evergreen Subscriptions in CPQ
A question I have heard since the Winter '19 release, where the Subscription Type options for CPQ products were expanded, is what is Evergreen and what is Renewal + Evergreen. In short form, an Evergreen subscription product is a product that never ends, think your Netflix subscription, its monthly and just keeps going until you … Continue reading Evergreen Subscriptions in CPQ
How to: In-App Guidance
In the Winter '20 release for Salesforce, In-App Guidance was launched. This is a tool that enables you to add prompts throughout Salesforce to help provide useful guiding information to your users where and when they need it most. The Summer '20 release extends the functionality in two ways. One for those who do not … Continue reading How to: In-App Guidance
Quote Dates and Order Dates Relationship
While there is documentation about how dates are set in Salesforce, the documentation can become confusing, if not contradictory when you start looking into the details of which object controls the final dates. Salesforce says that the specificity for the Quote term and dates goes that the most granular level is the ruling level, meaning … Continue reading Quote Dates and Order Dates Relationship
My Summer ’20 Favorites
The Summer '20 release did get pushed out this year due to Covid-19, however, we are finally in those initial phases where we get to see from the release notes what is coming out and potentially play with using a Salesforce Preview Org. I am going to share my favorite release items and let you … Continue reading My Summer ’20 Favorites
How to: Renew Multiple Contracts from Account
You have several contracts that have occurred on an account that have different subscription products with different end dates. You want to merge them together and renew them all into a single opportunity and quote. To do the scenario noted above you would use the Renew Contracts or Renew Service Contracts (depending on your CPQ … Continue reading How to: Renew Multiple Contracts from Account
