Typically the release cycle for CPQ does not contain many items, however, the items it does include can be pretty useful. Winter 18 release focused on three aspects: Global Attributes, Percent of Total Products, and Order Product field updates. Global Attributes Global Attributes is a new record type that expands the already existing functionality of … Continue reading CPQ Winter ’18 Release Notes in Depth
How to find which flow caused an error?
Have you ever gotten an email or seen the screen with the error: The record couldn't be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID XXXXXXXXXXXXXXX. Contact your administrator for help. Then, like any good admin, you try to put the id in the … Continue reading How to find which flow caused an error?
Happy Holidays!
To close the year off I wanted to call out the top 3 posts from 2016 and let you know that I will be taking a few weeks off, but will be back in January! Passing Salesforce CPQ + Study Guide How I became a Certified Salesforce Admin Mass Report Mover I hope you have … Continue reading Happy Holidays!
How To: CPQ Multiple Price Lists
Recently on a project, we were looking into how to maintain the old pricing for existing quotes and use new pricing for future quotes. Up until this point, the client had been overriding their existing pricebooks. To support two prices, we decided to create new pricebooks in addition to the existing ones. In order to proceed with … Continue reading How To: CPQ Multiple Price Lists
Kickstart your Lightning Experience with the Lightning Accelerator
The Lightning Experience Accelerator is one of the many accelerators offered by Salesforce. This particular one is designed for any company looking to get started using Lightning within their organization. It is quite ideal especially for those who have had limited Lightning exposure or knowledge. The Accelerator follows a similar pattern to many of the … Continue reading Kickstart your Lightning Experience with the Lightning Accelerator
Review: Apex Academy Part 2
I am finally back with part 2 of my review of David Liu's Apex Academy. I had to take some time off before completing it due to other Salesforce items becoming a higher priority on my to-do list (see What I learned merging 2 Instances if you would like to know more). The second course is … Continue reading Review: Apex Academy Part 2
What I learned from merging SFDC Orgs
I recently took on a project to merge a foreign separate instance of Salesforce into our main instance of Salesforce. The timeline was extremely tight and short, with very little wiggle room - I am talking about 4 weeks from when the instance would be shutting down for good. The first step of getting our … Continue reading What I learned from merging SFDC Orgs
How to: Setting up Sales Path
I am slowly edging my way into the Lightning Experience and one the elements that caught my eye early on was Sales Path. Sales Path, now just Path, is this wonderful tool that can be used on almost any object, both custom and standard, that will help your end users (all of them, not just … Continue reading How to: Setting up Sales Path
What’s in for CPQ down the road?
Last week I attended Salesforce's CPQ (previously known as Steelbrick) Roadmap Webinar. During the presentation, the speakers, Dan Milbrath, talked about what users of CPQ can hope to see down the line.
Mass Report Mover
Have you ever needed to be able to move hundreds, if not thousands of reports in Salesforce? Well, I recently needed to move over 10K reports and since Salesforce has not provided a solution for this yet, I came up with a tool that allows such movement. Business Case I was recently inspecting one of … Continue reading Mass Report Mover
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