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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Apttus Contract Management is one of the most functionally rich solutions available today. Its enterprise-grade capabilities can manage to any type of contract, process or function. The solution is modular, so you choose which part of the contract function you wish to automate. It can be used by a handful of users or up to tens of thousands of users.

Apttus Contract Management is utilized by hundreds of thousands of users today. Many of the Fortune 500, global companies and smaller companies utilize Apttus. The solution is structured in modules which allow for the complete, end-to-end lifecycle of request, creation, negotiation, storage, electronic signature, compliance and analytics.

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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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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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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 method of converting prospects, as they aren’t presented with tailored content. A landing page presents an efficient path designed to stimulate a specific action by the visitor.

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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 of form you want to use.

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Form handlers are used if you have extensive form and structure on your website or if you have so much customization in your system.

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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, dashboards, groups, and other frequently used pages in Salesforce. They’re like bookmarks in a web browser but better because your Favourite are available regardless of which browser or computer you use to log into Lightning Experience.

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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 Lightning Experience only and in All Editions except Database.com.

For example, you’re on a Lead’s page and want to search for an account. Typing “accounts” in the search box shows the dropdown box. Then choose the option to limit your search to Accounts (1).

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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 utility bar to any Lightning app, including standard and console apps. Before, you could only add or customize a utility bar using the API. This feature is new in Lightning Experience.
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