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Best Contract Lifecycle Management by Apttus

Apttus Contract Management is one of the most functionally rich solutions available today. Its enterprise-grade capabilities can manage to any type of contract, process or function. The solution is modular, so you choose which part of the contract function you wish to automate. It can be used by a handful of users or up to tens of thousands of users.

Apttus Contract Management is utilized by hundreds of thousands of users today. Many of the Fortune 500, global companies and smaller companies utilize Apttus. The solution is structured in modules which allow for the complete, end-to-end lifecycle of request, creation, negotiation, storage, electronic signature, compliance and analytics.

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Conditionally Rendering Template Sections In Salesforce CPQ

Suppose there is a scenario in which you are generating a Quote Template and you need the template sections to be displayed based on certain condition. You can do this by using ‘Conditional Print Field’ field in Template Section object. It is a picklist field that stores API names of Quote object fields.

Scenario: There are 10 products that you provide. A user selects 3 products as Quote Line Items. And when the user generates the quote template, you want to add content related to the products that user selected and not for all 10 products.

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How To Create Constraint Rule In Apttus CPQ ?

A constraint rule is a business rule. They let you to include, exclude, validate, recommend, and replace products based on business logic. At the very centre of it, a constraint rule is like if/then statement. It comprises of three things.

  • Rule Header – a brief summary about the rule.
  • Rule Condition – This is the ‘if’ part. It lets you define your business rules.
  • Rule Action – This is the ‘then’ part. It includes the action to be performed when ‘if’ part gets evaluated to true.

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Creating a New Landing Page in Pardot

A landing page is a particular web page that a visitor generally reaches after clicking a link or advertisement. This page typically displays content that is specific to the advertisement, or link clicked. Just driving visitors directly to your home page can be an ineffective method of converting prospects, as they aren’t presented with tailored content. A landing page presents an efficient path designed to stimulate a specific action by the visitor.

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Form Handlers in Pardot

Form handlers are used if you have extensive form and structure on your website or if you have so much customization in your system.

  • Form handlers allow you to retain your form’s existing structure and simply post the data the Pardot.
  • This is beneficial because you can do any special customization and still have tracking and error capabilities provided by Pardot.
  • Form handlers give a secure doorway to pass data from the self-hosted form into Pardot.

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Amazon Alexa Integration With Salesforce

Amazon Echo

Amazon Echo is a voice command device with functions like question answering, playing music and controlling smart devices. Echo connects to Alexa which is a cloud-based voice service, to provide information, answer questions, read the news, and check the weather, etc. – instantly. You just need to ask. Echo starts working as soon as it detects the wake word.

Through Alexa, we can perform many tasks in Salesforce without the need to access the org on the computer. Just say the magic words and Alexa will do it for you! This video shows how we can perform actions on Leads records in Salesforce.

  • Get the List of Leads:
    You can get all the leads along with their status. Here in this video, you can see Alexa searches for Lead records and brings them to you.

  • Create New Lead:
    You can create a new Lead record in Salesforce. Tell Alexa the first name, last name, and company name and the Lead record will be created.

  • Modify Lead Record:
    You can also modify the Lead record as shown in this video. You need to tell Alexa first name, last name, and new status of Lead. Alexa will take care of the rest.

Development

Prerequisites: Knowledge of Node.js, and Heroku; the Amazon Echo App (iOS, Android & web); GitHub (for storing and retrieving code).

Procedure: If you are familiar with Node.js, development is straight forward after you understand invocations and intents. There are generally two main ways users begin interacting with a custom skill:

  • Invoking the skill and making a specific request at the same time (“intent”).
  • Invoking the skill with no specific request (“no intent”).

Skills: The simplest way to describe a skill is ‘an app for Alexa’.

Invocations: An invocation is the word or phrase used to trigger your skill.

A user invokes intents with their voice and invocations are the name that identifies the capability the user wants. Utterances, a text file, provide the mappings between the intents and the typical utterances that invoke those intents in a list of sample utterances. Heroku sends information to AWS and performs all the functionalities.

Create Bookmark using Favourite in Salesforce Lightning

If you’re acquainted with with customizing tab sets in Salesforce Classic, you’ll welcome the way you can personalize your Lightning Experience navigation with Favorites. This feature is new in Lightning Experience.

Favorites allow you quick access to important records, lists, dashboards, groups, and other frequently used pages in Salesforce. They’re like bookmarks in a web browser but better because your Favourite are available regardless of which browser or computer you use to log into Lightning Experience.

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Global Object and Related Records Search

Salesforce has added another shortcut option to the instant result dropdown box. When you know particular object you want to search, type the name of the object in the search box. There will be the option to limit your search to that object only. This feature is available in Lightning Experience only and in All Editions except Database.com.

For example, you’re on a Lead’s page and want to search for an account. Typing “accounts” in the search box shows the dropdown box. Then choose the option to limit your search to Accounts (1).

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Increase Your Lightning Apps with the Utility Bar

The utility bar provides your users quick access to common productivity tools, like Recent Items and Notes. It appears as a fixed footer that users can access to open utilities in docked panels. Under the covers, utilities harness the power of Lightning components. You can add a utility bar to any Lightning app, including standard and console apps. Before, you could only add or customize a utility bar using the API. This feature is new in Lightning Experience.

Utility bar may sound familiar as it combines the best features from home page components in Salesforce Classic and the footer in Salesforce Classic console apps.

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Search for Contacts Using the Account Name

Now you will be able to find the right person, right away. Simply by entering a contact and account name while you search. This change will apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app. It is available in All Editions except Database.com.

It’s easier finding a contact than it ever was. Enter a first or last name, or both, also the account name. Contacts matching the search terms and relate the specified account are returned.
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View Account Relationships Using Account Hierarchy

Account hierarchy gives the sales team an overview of the relationships between parent and child accounts. This feature is now available to Lightning Experience users with a plus point: Now you can customize hierarchy columns to show the details that are most useful to your sales teams. This change is available in Lightning Experience only. Account hierarchy is available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.

On account record page, clicking on Actions dropdown menu will show you the View Account Hierarchy action. If you customized the Salesforce1 and Lightning Experience Actions of the account page layout before Spring ’17, add the action to your account page layout.

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