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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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GetOnCRM 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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GetOnCRM 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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GetOnCRM 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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GetOnCRM 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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GetOnCRM 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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GetOnCRM 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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GetOnCRM September 13, 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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GetOnCRM 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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GetOnCRM June 5, 2017 0 Comments

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...

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GetOnCRM June 5, 2017 0 Comments