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… Continue reading Making a Quote Line Non-discountable with Logic

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… Continue reading Summary Variables Versus Roll-up Summary

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… Continue reading Quote Documents vs Conga Quote Generation