Checking the Ordered checkbox in CPQ can be the simplest way to create an order. It can even be automated in some situations. By default, we have this method which…
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Tag: salesforce cpq
Salesforce CPQ Product Features
In this blog, I will walk through the high-level process to create Product Features in CPQ. A Feature is attached to a Product in CPQ and lives on an object…
Revenue Cloud: An End-to-End Revenue Management Solution
It looks like we have something new huh?? Don’t get confused with the name, it’s the same! But with more features to help us with complex business problems. Salesforce Revenue…
Salesforce Price Book Entry Fields
In two previous blogs, we discussed how to both create a new Price Book in Salesforce as well as how to then add Price Book Entries to those Price Books. …
Industry Challenges with Salesforce CPQ
People face challenges at different levels in an organization. If we look closely at our Sales team and the configure-price-quote functions in a sales cycle, we will be able to…
Creating a Price Book in Salesforce
One of the foundations of CPQ and the products that your company sells is the Price Book. Price Books are used to house products that are sold by your company. …
