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

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

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

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

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

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

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.

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