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.
  • Implementation Services :-

Implementing Salesforce Billing requires sophisticated expertise and a thorough knowledge of quote-to-cash processes. Simplus is one of a handful of approved implementation partners, so you can trust us to get Salesforce Billing up and running right the first time.

  • Managed Services :-

In today’s highly competitive marketplace, the top businesses are constantly evolving. But as your company adapts and changes, who’s maintaining your Salesforce CPQ instance? See how Simplus can save your organization time and resources.

  • Custom Configuration :-

One of the greatest strengths of the Salesforce platform is the ability to configure it for your unique business needs. The certified developers and consultants at Simplus can help automate tedious manual processes, integrate with various platforms and more.

Introduction :-
1)You can create Quotes, Products, Bundles, Configuration, Pricing, Discounting, Price Rules, Contracts, Quote Templates, Localization and Multicurrency and etc.
⇒ First you Install packages

  • SteelBrick CPQ current release version package
  • SteelBrick Advanced Approvals
  • SteelBrick DocuSign Integration

⇒ Create Quote

  • Create an Account and Contact
  • Create an Opportunity
  • Create a Quote (and review Quote Details section)
  • Add Products to the Quote (and review Line Editor)


⇒ Create Quote Template
There are five main steps to creating a functional quote template

1. Creating a Quote Template
2. Storing your logo in Documents
3. Creating Template Content
4. Creating Template Sections
5. Creating Line Columns

⇒ First you can create Template Content like custom, HTML, Text, Line Item etc type.

⇒Then after you can create Quote template and configure Section in related list of Quote template and set display order, section name, content, watermark, document logo and etc.

⇒You can set Line column in quote template related list. Also set this column is display condition viz, display order, styles when generate document.

⇒ When you want to generate product family wiz product table

  • Go to QTY column
  • Set SUM value in Summary Function field and Sub Group value in Summary Level field, so you can generate product family viz product table

After all this things, When click on the “Generate Document” on the quote object and selection the quote template which is created previously. So you can generate quote document as per you want.

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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.

(more…)

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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.

(more…)

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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.

(more…)

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admin October 5, 2017 0 Comments