Salesforce CPQ: Group & Filter Products by Product Family

While generating quote document in Salesforce CPQ, one may require to show products in grouping. That is possible by populating Group Field of Quote Template record with value Product Family. Scenario: A seller sells two types of products i.e. Hardware and Software. While...

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admin November 27, 2017 0 Comments

Best Contract Lifecycle Management by Apttus

With the increase in the demand for different types of contracts, there is a growing need of an optimum solution for effective contact management. When it comes to contract management, the solution of Apttus Contract Management is a top choice among people. With its...

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admin November 8, 2017 0 Comments

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...

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admin October 17, 2017 0 Comments

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...

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admin October 5, 2017 0 Comments

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...

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admin September 13, 2017 0 Comments

Pardot Forms and Form Handlers

Pardot forms and form handlers are not the same. Pardot forms are built and managed completely in Pardot. Form handlers, on the other hand, connect Pardot to your external forms so you can channel prospect information into Pardot. Look into the below features to decide which type...

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admin September 13, 2017 0 Comments

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...

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admin September 13, 2017 0 Comments

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...

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admin August 31, 2017 0 Comments

Create Bookmark using Favourite in Salesforce Lightning

If you’re acquainted 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,...

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admin June 5, 2017 0 Comments

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...

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admin June 5, 2017 0 Comments