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Learn Salesforce CPQ
India
Приєднався 16 січ 2019
#SalesforceCPQ #SalesforceRevenueCloud
Complete Salesforce CPQ / Salesforce Revenue Cloud Training.
What is CPQ stand for ? CPQ, Configure-Price-Quote, is software that automates pricing and proposal generation of complex, variable offerings. CPQ tools help reduce average sales time and increase average deal size, boosting ROI.
C - Configure: Reps and customers identify, choose, and combine components of complex products/services according to rules and limitations. This eliminates errors like combining the wrong elements.
P - Price: Complex pricing models can be difficult to navigate manually. CPQ eliminates pricing errors and presents sales reps and customers appropriate upsells and cross-sells, which helps increase order size.
Q - Quote: The CPQ automatically generates error-free proposals and quotes, which saves time compared to manual quote preparation, and eliminates the human error factor
Source - Salesforce.com
Pramod Dhokane
Technical Architect
Complete Salesforce CPQ / Salesforce Revenue Cloud Training.
What is CPQ stand for ? CPQ, Configure-Price-Quote, is software that automates pricing and proposal generation of complex, variable offerings. CPQ tools help reduce average sales time and increase average deal size, boosting ROI.
C - Configure: Reps and customers identify, choose, and combine components of complex products/services according to rules and limitations. This eliminates errors like combining the wrong elements.
P - Price: Complex pricing models can be difficult to navigate manually. CPQ eliminates pricing errors and presents sales reps and customers appropriate upsells and cross-sells, which helps increase order size.
Q - Quote: The CPQ automatically generates error-free proposals and quotes, which saves time compared to manual quote preparation, and eliminates the human error factor
Source - Salesforce.com
Pramod Dhokane
Technical Architect
Custom Action with Screen flow in Salesforce CPQ
This is the demonstration video of how to call the screen flow from custom action in Salesforce CPQ.
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Відео
Salesforce CPQ Advanced Approval For Custom Object
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Help Text help.salesforce.com/s/articleView?id=sf.cpq_aa_setup_parent.htm&type=5
Salesforce CPQ Deployer - Blue Canvas
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#SalesforceCPQ #CPQDeployer PRODUCT INFO - bluecanvas.io/cpq Blue Canvas built the CPQ deployer for a customer that was tired of using data loader and running SOQL queries to deploy CPQ configuration data. They wanted something that was easy to use and enabled everyone on the team to deploy CPQ changes-not just the single expert who became a bottleneck for the team. FREE SIGN UP - cpq.bluecanva...
Salesforce CPQ Order Management Plugin
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#SalesforceCPQ #SalesforceRevenueCloud Salesforce CPQ Order Management Plugin Help Text - help.salesforce.com/s/articleView?id=000321926&type=1 Salesforce CPQ's Start With Basics ua-cam.com/video/bNOFQjht8oM/v-deo.html Salesforce CPQ's Advanced Concepts ua-cam.com/video/uf8VXfu0B-E/v-deo.html MDQ Videos ua-cam.com/video/QTroZYLGuyM/v-deo.html Advanced Approval Related Videos ua-cam.com/video/Rc...
Salesforce CPQ - Generate the multiple contracts
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#SalesforceCPQ #SalesforceRevenueCloud In this video, I have given a demonstration of how to generate multiple contracts using a single quote record.
Salesforce CPQ Custom Action Plugin
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#SalesforceCPQ #SalesforceCPQplugins #SalesforceRevenueCloud A custom action plugin lets you run code before or after custom actions in Salesforce CPQ. Currently, custom action plugins support only cloning actions. Help Text - developer.salesforce.com/docs/atlas.en-us.cpq_dev_api.meta/cpq_dev_api/cpq_custom_action_plugin.htm Salesforce CPQ's Start With Basics ua-cam.com/video/bNOFQjht8oM/v-deo....
Salesforce CPQ - Recommended Products Plugin
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Use the Recommended Products plugin to recommend related products based on the existing products on a quote. Available in: Salesforce CPQ Winter ‘21 and later Help Text - developer.salesforce.com/docs/atlas.en-us.cpq_dev_api.meta/cpq_dev_api/cpq_recommended_products_plugin.htm Salesforce CPQ's Start With Basics ua-cam.com/video/bNOFQjht8oM/v-deo.html Salesforce CPQ's Advanced Concepts ua-cam.co...
Salesforce CPQ Dynamic Quote Fields
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Show relevant fields on quotes, depending on the business unit, product, or territory. This feature will be available on/after version - 228.6 Salesforce CPQ's Start With Basics ua-cam.com/video/bNOFQjht8oM/v-deo.html Salesforce CPQ's Advanced Concepts ua-cam.com/video/uf8VXfu0B-E/v-deo.html MDQ Videos ua-cam.com/video/QTroZYLGuyM/v-deo.html Advanced Approval Related Vidoes ua-cam.com/video/Rcv...
Discount Categories in Salesforce CPQ
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Use the discount category object to store values that you want to apply via rules to one or more products. After you associate the discount category with your products, you can use a product rule or price rule to apply that value to those products. Salesforce Help Link - help.salesforce.com/articleView?id=cpq_discount_categories.htm&type=5 Salesforce CPQ's Start With Basics ua-cam.com/video/bNO...
Optimize Column Sizes on Quote Line Editor | Salesforce CPQ Summer ’20 Release
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Updates of Salesforce CPQ Summer 20 release, 1. Optimize Column Sizes on Quote Line Editor 2. Automatic Usage Summaries for Evergreen Usage-Based Subscriptions 3. Choose When to Bypass the Preserve Bundle Structure Requirement on Amendments 4. Transition CPQ to Permission Set Licenses (Update) Salesforce CPQ's Start With Basics ua-cam.com/video/bNOFQjht8oM/v-deo.html Salesforce CPQ's Advanced C...
Use Product Images in Salesforce CPQ | Quote Line editor | Quote Templates
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#SalesforceCPQ Display product's images in Quote line editor as well as on Quote template documents. Use of "SBQQ ProductPictureID c" field Salesforce Help Site - help.salesforce.com/articleView?id=000353537&language=en_US&mode=1&type=1 Salesforce CPQ's Start With Basics ua-cam.com/video/bNOFQjht8oM/v-deo.html Salesforce CPQ's Advanced Concepts ua-cam.com/video/uf8VXfu0B-E/v-deo.html MDQ Videos...
Advanced Approval - Email Templates & Configuring Services
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#SalesforceCPQ #CPQ #CPQTraining #AdvancedApproval #EmailServices This video is for Salesforce CPQ Advanced approval's Email Templates & Configuring Email Services Salesforce CPQ's Start With Basics ua-cam.com/video/bNOFQjht8oM/v-deo.html Salesforce CPQ's Advanced Concepts ua-cam.com/video/uf8VXfu0B-E/v-deo.html MDQ Videos ua-cam.com/video/QTroZYLGuyM/v-deo.html Advanced Approval Related Vidoes...
Advanced Approval - Enabling the Quote Object
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Advanced approvals are enabled for opportunities by default. However, most sales reps also need to use advanced approvals on quotes or other objects. Configure an object to work with Advanced Approvals. Salesforce Helptext - help.salesforce.com/articleView?id=cpq_enable_aa.htm&type=5 #CPQ #CPQTraining #SalesforceCPQ #AdvancedApproval Salesforce CPQ's Start With Basics ua-cam.com/video/bNOFQjht8...
Advanced Approval - Salesforce CPQ
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#SalesforceCPQ #AdvancedApproval #EmailServices #SalesforceRevenueCloud Automate and customize your approval process with the Advanced Approvals package for Salesforce CPQ. You can require approvals when records meet certain conditions, automate resubmitted approvals, and control the order that approvers receive requests Salesforce Help Link - help.salesforce.com/articleView?id=cpq_advanced_app...
Salesforce CPQ - Quote Calculator Plugin, QCP, CPQ Plugin
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#SalesforceCPQ #QCP #CPQplugin #Quotecalculatorplugin QCP in Salesforce CPQ : Salesforce CPQ Advanced Configuration Salesforce CPQ plugins let you add customized functionality to features within the Salesforce CPQ package. Salesforce Help - developer.salesforce.com/docs/atlas.en-us.cpq_dev_plugins.meta/cpq_dev_plugins/cpq_plugins_parent.htm Salesforce CPQ's Start With Basics ua-cam.com/video/bN...
Automatic discount in Salesforce CPQ, CPQ Discounts
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Automatic discount in Salesforce CPQ, CPQ Discounts
Salesforce CPQ - Lookup Queries with Product Rules
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Salesforce CPQ - Lookup Queries with Product Rules
Contracted Pricing In Salesforce CPQ, CPQ Contracted Price
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Contracted Pricing In Salesforce CPQ, CPQ Contracted Price
Quote Terms - Part 2 | Salesforce CPQ Documents
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Quote Terms - Part 2 | Salesforce CPQ Documents
Salesforce CPQ Quote Template Document
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Salesforce CPQ Quote Template Document
Salesforce CPQ - Quote Line Editor Configurations | QLE
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Salesforce CPQ - Quote Line Editor Configurations | QLE
Set Product Image in Salesforce CPQ
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Set Product Image in Salesforce CPQ
Pricing in Salesforce CPQ | Pricing Overview
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Pricing in Salesforce CPQ | Pricing Overview
Salesforce CPQ - MDQ Introduction / Multi-Dimensional Quoting
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Salesforce CPQ - MDQ Introduction / Multi-Dimensional Quoting
MDQ Time-Based Dimensions / Multi-Dimensional Quoting in Salesforce CPQ
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MDQ Time-Based Dimensions / Multi-Dimensional Quoting in Salesforce CPQ
MDQ One-Time Dimensions | Salesforce CPQ MDQ
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MDQ One-Time Dimensions | Salesforce CPQ MDQ
Is your salesforce CPQ playlist still valid to learn CPQ ?
Hi Team, how to navigate back to quote line editor from screen flow upon finish button ?
refer my erlieearlier comments form this video
@@SalesforceCPQ Hi Sir, i cant find any info related to navigate user back to QLE, Could you help here -- i am stuck from last week on this :(
@@kkrishna804 basically you need to embed your screen flow into the aura component, and within the aura component, you will have to catch the finish event. here you can redirect to QLE, developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/components_using_flow_onfinish.htm
Is this playlist complete to learn CPQ ?
Yes
Thanks Sir! This is such a helpful video for me.
347 Kovacek Branch
Young Linda Hernandez Daniel White Helen
Hiring Salesforce CPQ developer for an offshore project . 8 hours working for a US client . 3-11 PM working hours. 6 months contract . Would you be interested ?
Thanks for the offer, I am already fulltime CPQ Architect
Hettinger Squares
Pedro Spring
63852 Francisca Wall
Thanks a lot for your explanation. I learned too much
if same quote lines need to be shipped (with same quantity) to two different locations how can i achieve that do i have to use Order by on Quote?
create location specific quote line groups
Great explanation 🎉
Custom action is not available in salesforce lightning?
It’s Salesforce records , should be available
This is great and I have use case for this. Can the flow call for all accounts within the hierarchy of the account related to the quote? If so, what do I need to add to the flow URL once I create the flow to add to the action?
good video man
Hi Sir, there are 7 playlist videos are there can you share the order which one have to learn first...................
you can start with basic and then advanced playlist
Thank you so much! That's what i was looking for!
Hi sir ,can Line item be ignored when amount is zero in CPQ quote template in salesforce , how to achieve this functionality by product rule or price rule
Thank you very much. This video explained very how the DS can be used!
nice video man
Hi Pramod, Thanks for the video, really helpful. I am able to see images on products and quote line object. But failed to display on the quote document. I tried the formula as per your suggestion, due to syntax error, unable to save it. Also, the knowledge article is giving 404 message. I checked many other articles, but none of them have the formula. I would appreciate your help here.
Formula field name (text) - Image IF(NOT ISBLANK(SBQQ__Product__r.SBQQ__ProductPictureID__c),IMAGE(LEFT($Api.Partner_Server_URL_260,FIND('/services',$Api.Partner_Server_URL_260))+'/servlet/servlet.ImageServer?id='+SBQQ__Product__r.SBQQ__ProductPictureID__c+'&oid='+$Organization.Id,'Image', 32,32),")
Somewhere I mentioned about how to do it on the quote template, quote lines formula is bit different then quote template formula
watch from 5:48
Can someone tell me the difference between button, menu and seperator
It can be in detail.
This was the oldest video that was mainly made for installation instructions.
$21875 after 30% discount how ??? Term=25, so on $15000 30% discount =10500 * (if recurring) term (25)=262500 can you please elaborate more
1 Year price is 15000, and the subscription term is 25 so the prorate multiplier is 25/12 = 2.08333 so the final price is 15000 * 2.08333 = 31250. Now apply a 30% discount here and you will get your answer.
Hi can we able to use html template instead of visual force template ?
Then you wont be able to use the merge fields
Thanks , it was detailed session for the CPQ amendment , one question is there any way by which I can find out what type of amendment user perform ? like adding new product , changing quantity ?
You will get the reference of the subscription record on the amended quote line, for new product that will blank
thank you!
Hi, I have added only two fields in Information section, Quote header but I need to arrange them diffrently one is in mid and the other one in extreme right position so is it possible to do so?
We don't have control over the placement of fields in quote herder. it is just the fieldset sequence
Hi sir, very clear Explanation for the price rule..,as you mentioned in the vedio for the price rule condition ,i selected the object 'Quote Line' in the field picklist unable to view the product __family__c .this field in which object in which field we need to add the picklist value? thanks in advance.
You would need to add the API name into 'Field' field of price condition object
how the Add. disc populating automatically ? could you please show the complete steps for that.
That is out of box, look at how I enabled target customer amount and adjusted the amount against the total amount.
@@SalesforceCPQ Hi, why is it that if the renewal is created, the discount turns from % into currency on new quotelines from renewal opportunity? is there a way to keep the discount as % only as to avoid getting a mismatch value from original and renewal
@@calcifer12 This one is the default behavior of the CPQ package. you will need to configure the flow to convert a discount amount to the discount percentage.
can you show the get record for the getQLE's? or at least describe what you did there?
We are passing quote Id to the flow, you can query then all quote lines using that record id
Thanks for the video - does this solution require any changes made to the quote to be saved before the Screen Flow is executed?
Yes, you have to save the quote/quote lines within the flow execution.
How to add a product automatically in quote whenever we select another product by JavaScript code
Use Salesforce CPQ APIs, call rest method from QCP to achieve this
If i want Remove the target Customer Amount so remove all additional discount it is possible??
can we Remove the additional discount (Target Customer Field) From Quote line item?
thanks for the video :D however i tried to do something similar but the finish button doesn't work ;/ do you have any idea how i can close the flow and reload the page?
finish button does not automatically refresh the quote line editor, you need to use the aura component and inside that call the screen flow where you need to write the code to capture finish button event and redirect back to QLE
@@SalesforceCPQ thank you :) I tried but I'm not succeeding, in the custom action how can I call aura, do you have any idea? Sorry for bothering you
@@danielacerqueira8077 You will have to use the Aura component in the VF page and then add VF page URL to the custom action
@@SalesforceCPQ I am trying to redirect user to QLE after flow is finished, tried to specify retURL parameter in the Custom Action URL, but seems the parameter within parameter is not working properly. Will you be able to provide more details on how to achieve this using Aura components as you mentioned. Any guidance will be immensely helpful!! Thanks in advance :)
@@rajachatterjee219 basically you need to embed your screen flow into the aura component, and within the aura component, you will have to catch the finish event. here you can redirect to QLE, developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/components_using_flow_onfinish.htm
can you please let us know the product rule configuration for this shipping cost selection process only for worldwide picklist value.
Hi, we are currently looking to show a feature and products within a feature based on the Quote Type 'Amendment'? How would you suggest we go about that? Thanks! Your videos are great btw
which software you use for record the video
Can you please explain how and where to get the bundles from? How do you populate the different products and quotes?
you can get CPQ developer org, where you can find some pre-configured bundles or else create your own
Without the training, creating your own bundle would be tricky and risky@@SalesforceCPQ
Can't hear you, even with the volume turned up maximum.
This was very old video, had some mic issue
we have multiple products that have a block price, that block price is based on how many subs that customer has. So for example a customer can have 3 products in which the tier pricing is based on an input which would be total subs for all three products not for individual products. what should i do to have one input that applies to every product that is on that list?
You can use the custom field to consider the block price, and populate that field on every QL using QCP for sum of all QL's quantity
@@SalesforceCPQ Could you break that down for me more please. How would i use a custom field to consider the block price? is there a way to add a field that has a certain number and based on that number it makes the rest of the ql items follow the particular block price i set up in cpq?
@@flight8885 You can use the custom field to determine the block, You can set this up on the product record, Now using QCP/Price rule you can calculate the quantity of all block price products on the quote and update the same (Create same custom field)field on QL.
@@SalesforceCPQhow would i make that field determin the block?
@@flight8885 There is a lookup of the block price on QL.
Please provide formula in description or repli
You can find the formula in video or visit salesforce help site
@@SalesforceCPQ i don't know why youtubers do this. Why is putting the formula in the description so difficult?
@@vaibhav2309 This video was recorded long time ago, so I dont keep content all the time with me. and why dont you put some efforts to learn something new? people like you just belive in copy pest. Insted of putting negative comment on someone's channel think twice about how much efforts you have taken to support or educate Salesforce community.
Could u help me. I don’t understand what fields to add to the quote line object. I did everything u said but it did the exact opposite. Am I suppose to add the picture image formula to the ql object as well? 4:29. What same fields? Thank u so much
I did this on both, to display an image on the search result you will have to add the field on the Product's object field set, and to display an image on QLE, You have to add it into the quote line object. Just revisit the video again.
@@SalesforceCPQ hi. Sorry im new, with the api being different, how would the formula on on the quote line object relate? Is the formula the same?
@@3071-f6i Field is on product object only, You will have to add into two field sets
@@SalesforceCPQ so on the product object, I added both fields. I got the images, I updated the field set on quote line object under line editor, and dragged product image in the field set. Then I went into products object and added the field set of product image it still no image pops up.
Hi sir , Very good explanation for Price rule. I just love your simple logic and method.... Subscribed... Thank you so much....
Your content is really great easy understaning would like to see videos on salesforce billing
Thanks it will be very useful for sure
You're welcome
Very informative and well explained 👏
Glad you liked it
can we add quote owner email as Cc in email notifictaion