Dynamic Search Filters While creating custom actions & search filters we may encounter the need to make the search filter condition to be based on specific aspects of the deal, for example based on a field on the Quote. This is where dynamic search filter comes in to play. You may want to read up …
Custom Actions & Search Filters Custom actions are like buttons that sales reps can click to perform an action in the quote line editor, configurator, or several other detail pages. Custom actions have different actions available based on where the custom action appears in Salesforce CPQ. For example, custom actions in the quote line editor …
Price Rules & Lookup Queries Salesforce CPQ offers multiple ways to set the Price on a quote line. We have the four pricing methods, discount schedules, ability for sales reps to add Additional Discounts and so on. However, real-life business scenarios often ask for more complicated logic. For example, we may want to automatically add …
Salesforce CPQ Package Settings Salesforce CPQ is a managed package which is installed in the Salesforce org. Within this package, there are settings which control the behavior of Salesforce CPQ. For example, how the proration is calculated or whether the column width on the Quote Line Editor can be resized or connecting to a plug-in …
Introduction to Salesforce CPQ In today’s world, the face of Sales is changing. Customers are more connected and informed. They look for trusted, responsive, fast, and productive channels. All this while, sales reps struggle to keep up with the demands. In addition to this, disconnected data, processes and systems hurt the efficiency. Generating accurate quotes …