Entitlements are essentially service agreements tied to Accounts in Salesforce. They remain active for the duration of a contract or subscription, making it easy to track and manage customer service commitments. When a product is purchased, Salesforce CPQ can automatically create Entitlement records. These records are linked to the Account and detail the level of … Continue reading What are entitlements, and how to load entitlements for CPQ

Handling amendments in Salesforce can be tricky, especially when Multi-Dimensional Quoting (MDQ) is in play. MDQ allows you to break down a single product into multiple segments, typically representing different time periods, for more granular pricing and quotes. But what happens when you need to amend these quotes? Let’s dive into three common scenarios: canceling … Continue reading How to Handle MDQ in Amendments

A recent-ish feature that Salesforce introduced for CPQ is the ability to split contracts by groups. In the past, without any additional logic, you only had the option to split contracts by the end date of subscriptions or keep it all in a single contract. Now we have a new option, and this article is … Continue reading How to Split Contracts by Quote Line Group

Short and simple. The way to change pricebooks on an Opportunity has gotten a whole lot easier. In the past, if you had a Quote and/or Opportunity Products attached to the Opportunity and wanted to change the pricebook, you first had to uncheck the Primary checkbox and remove all of the products from the Opportunity … Continue reading How to change pricebooks – The new and improved way

The specific action of modifying Quote Terms within a quote document is a crucial functionality that caters to the dynamic nature of business negotiations and agreements. When dealing with sales representatives and various stakeholders, adjustments to the language or terms included in a quote are common. The Modify Quote Terms button is a valuable tool … Continue reading How to Modify Quote Terms