What is Salesforce CPQ? The basics of Salesforce CPQ

    • Salesforce extended Configure, Price and Quote (CPQ) to the Service Cloud Lightning, enabling
      companies to provide a smooth buying experience to their clients which enhances the
      company’s power to close deals swiftly
    • For any B2B enterprise, CPQ (Configure-Price-Quote) is a critical step that reflects the revenue
      stage of your sales journey. Salesforce has constantly evolved towards installing a 360-degree
      view of the customer.

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getoncrm July 26, 2019 0 Comments

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 generating quote he requires to group the products based on product types.

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admin November 27, 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 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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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 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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admin October 5, 2017 0 Comments