Author: admin

  • Charging Different Prices During a Renewal

    You have a product that is charged one price when it is a new sale and then another price during the renewal. What can you do. Multiple Product Records This is especially helpful in Percent of Total situations. The cleanest method is to replace the product with something else using the Renewal Product lookup on…

  • When You Should Rerun the Install Scripts

    When CPQ decides to just not work as expected, rerunning the install scripts from the Managed Package page should be a first stop. The key indicators of when to run the rules is when CPQ throws an error with the phrase “Field Metadata” in it A price rule condition stops working or is not considered…

  • More than 2 Digits in Pricing

    If you need to show more than 2 digits in pricing or discounting, use the package setting Unit Price Scale to adjust the values but also check the decimal precision for each field you are using Note that CPQ does seem to store the value as more than 2 digits, this just handles the visualization…

  • Picking a Process that Matters

    I find it hilarious when I’m on a project and we talk about the reasons why a process MUST stay in place and the following phrases are uttered: We’ve had it this way all this time It doesn’t make sense to change when we are doing it (especially when you as an outsider can clearly…

  • Why the Process Matters More than the Technology

    I talked in another post how process is important. And look I did all the things. There was even a graphic on the doctorate knowledge expansion model. I’m kinda proud of it. But. BUT. From experience I know that this is not the end of the topic. I’ve seen too many examples in my career…

  • It’s About the Process

    Before you throw a bunch of tools into a problem, have you considered the process?

  • The Calculation Sequence and Price Rules

    I am making a bold prediction that this post will receive the most views over time. Especially compared to other technical posts. And here is why, Price Rules to CPQ is both the core and the most misunderstood feature. Most people read the help manual or trailhead and believe they understand how Price Rules work.…

  • Summary Variables Versus Roll-up Summary

    There is a concept called the “Law of the Instrument”. It basically says that if you are familiar with a tool, you are more than likely to use said tool over a better alternative. For Salesforce Admins this happens all-the-time. “I don’t trust Flows so I use Workflow” could be the most stated comment from…

  • Quote Documents vs Conga Quote Generation

    I’m fortunate to have been in the Salesforce ecosystem for a LONG time. And so my exposure to tools like Conga and Drawloop for document creation is fairly routine. A typical Salesforce admin has some experience with these tools and what they can and more importantly what they cannot do easily. So when I moved…

  • Add-on Opportunities with CPQ

    Most of our client work and my experience has focused on Contracts and using the Amend function on the Contract. But I learned a little something about this “add-on” opportunity function within CPQ that could be interesting. Let’s say that I have an active contract on an account and they call to want to add…