In this blog, we will discuss the Salesforce CPQ Product Master at a high level. In a subsequent blog, we will dive into more advanced topics that deal with Products in CPQ. Across dozens of CPQ implementations that I have been involved with, the one piece of the project that can often make or break…
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Holidays in Salesforce
In two recent posts, we discussed Business Hours and how they can be used to assist the support team by displaying their availability and by corresponding with automation and escalation processes. Holidays in Salesforce are similar to Business Hours in that they also specify the support team’s availability, or in this case unavailability, and can…
Salesforce Batch Apex
When we need to process thousands of records in the background upon whom we won’t be able to perform DMLs in the sync transaction given their volume. To help with this problem, we can use Batch Apex in Salesforce. Syntax public class RecordsProcessingBatch implements Database.Batchable<sObject>{ public Database.QueryLocator start(Database.BatchableContext BC){ return Database.getQueryLocator(‘Select Id From…
Contract Amendments with Salesforce CPQ
Today we will discuss the challenges a sales rep faces when selling subscription-based products. There’s one thing in the world that is constant, and that is CHANGE. Yes, it can be anything – your business, market, products, customers, technology etc. When technology advances, the business needs to change too. Imagine you are a sales rep….
Salesforce Business Hours pt. 2
In the last post, we created new Business Hours for our example Salesforce organization. Now, let’s add the business hours to the Salesforce Case Layout. This will allow support users to set the correct hours for cases and other users to view the business hours. Add Business Hours to Case Layout In Setup, click…
Preview Tax Button Error
Different clients have all different kinds of requirements. Sometimes clients uncover that there is a problem or issue happening with their transactions such as credit memos, sales orders, invoices, and/or payments. When the business identifies the issue, they reach out to their internal EBA support team and say, for example, “We have 2 million records…