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Think Through It All
I made a mistake. Quite honestly, I make many mistakes but let’s focus on just this one. We are designing Quote to Cash solutions where data setup and configuration has long-lasting implications. We are not designing data for “just a sale” but also for: The potential opportunity Quoting Ordering Invoicing How an order/contract can change…
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When Customers Want Options
When we want to make big purchasing decisions we always are looking for options. Sometimes it is different materials, different packages, or some other archaic or worthwhile denominator. As creators and admins of quoting tools, we are faced with anticipating such demands to show options. So here are a few simple ideas. One of two…
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Standard vs Advanced Currency Management
What is It? Advanced Currency Management is a function provided by Salesforce that allows for dated exchange rates. However enabling ACM requires understanding the limitations. What is Standard Multi-Currency? Enabling “standard” multi-currency is still a requirement before activating ACM. So it is good to understand it’s functionality. Standard multi-currency allows an admin to set: The…
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Be Mindful of Your HTML with Output Documents
CPQ uses HTML tags for each of their content sections. And it is very different than other document creation tools that work with Salesforce. Many admins find it difficult at first to use. Here is some simple advice: Use a WYSIWIG Online Editor There are a bunch of editors online and I will try to…
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Subscription Terms and End Date and Proration
This will seem basic but also a situation that were faced with… Understand that on a quote/quote line group/quote line, the Subscription Term field will override End Date. If you use end date, by all means do so, but don’t feel like adding a term will make a difference. Also look for fields called Effective…
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Quote Performance Settings
CPQ has new-er functionality that will push the tool into a “large quote calculation” event. If your quotes are typically entering hundreds of lines, hello MDQ I’m looking at you, then this could be useful. Understand that in the package settings there are two settings: Threshold Batch Size The Threshold is the total number of…
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So You Want to Implement Salesforce CPQ? Vol. 1
There are plenty of online resources out there to teach someone the basics of this crazy tool. If you haven’t figured out, this site is spending more time on advanced topics and process versus simple use cases. But I couldn’t find many articles that describe “Why?” and “What Should I do First?” Since I work…
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4 Ways to Manually Discount a Quote Line
Was working on a recent project and realized that CPQ had released 2 new methods to use the Additional Discount field. Unit Override- User sets the price they want to sell each quantity I want to sell this for $5/each Total Override- User sets the price for the quote line I want to sell this…
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Using CPQ in a Partner Community
Customers of Salesforce CPQ are hearing a lot of play about Revenue Cloud and all the pieces that encompass it. One of those tools is Partner Community or what us mere mortals would call a “portal”… (one of these days we will stop with jargon but that’s not happening today..) This article is NOT about…
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Making a Quote Line Non-discountable with Logic
Typically you are marking on the Product record whether that product is able to accept a discount or not. But what if you need to do this based on criteria? This is where Price Rules are great. The simple method is to use Price Condition logic to determine when to make the Quote Line’s Non-discountable…