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...

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...

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...