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 […]

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

Large Quote Experience (LQE) in Salesforce CPQ seems to be heading to be enabled by default which for many uses is a good thing! We’ve had lots of clients where their quotes were routinely hitting governor limits. Which is exactly what LQE solves. So what does LQE actually do? CPQ simply processes all the product

A new feature in the latest release of CPQ is the ability to collapse a bundle to rescue screen real estate. This is a great feature since so many bundles have lots of quote lines and not necessary to see all the details every time. This is Salesforce help article that describes it. What’s interesting