Learn Salesforce CPQ
Learn Salesforce CPQ
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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
Переглядів 1,2 тис.3 роки тому
#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
Переглядів 9 тис.4 роки тому
#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
Переглядів 12 тис.5 років тому
#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
Salesforce CPQ Tutorial - Renewals
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Salesforce CPQ Tutorial - Renewals
Contracted Pricing In Salesforce CPQ, CPQ Contracted Price
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Contracted Pricing In Salesforce CPQ, CPQ Contracted Price
Salesforce CPQ Order Management
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Salesforce CPQ Order Management
Manage Amendments In Salesforce CPQ
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Manage Amendments In Salesforce CPQ
Contracts In Salesforce CPQ
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Contracts In Salesforce CPQ
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

КОМЕНТАРІ

  • @awesomekj5812
    @awesomekj5812 2 місяці тому

    Is your salesforce CPQ playlist still valid to learn CPQ ?

  • @kkrishna804
    @kkrishna804 2 місяці тому

    Hi Team, how to navigate back to quote line editor from screen flow upon finish button ?

    • @SalesforceCPQ
      @SalesforceCPQ 2 місяці тому

      refer my erlieearlier comments form this video

    • @kkrishna804
      @kkrishna804 2 місяці тому

      @@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 :(

    • @SalesforceCPQ
      @SalesforceCPQ 2 місяці тому

      @@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

  • @awesomekj5812
    @awesomekj5812 2 місяці тому

    Is this playlist complete to learn CPQ ?

  • @Anshu-h7w8z
    @Anshu-h7w8z 3 місяці тому

    Thanks Sir! This is such a helpful video for me.

  • @KatteRoy
    @KatteRoy 4 місяці тому

    347 Kovacek Branch

  • @OmarBates-v9v
    @OmarBates-v9v 4 місяці тому

    Young Linda Hernandez Daniel White Helen

  • @vattubhai1
    @vattubhai1 5 місяців тому

    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 ?

    • @SalesforceCPQ
      @SalesforceCPQ 5 місяців тому

      Thanks for the offer, I am already fulltime CPQ Architect

  • @JavierSaladino-z8s
    @JavierSaladino-z8s 5 місяців тому

    Hettinger Squares

  • @LowellOlive-c3x
    @LowellOlive-c3x 5 місяців тому

    Pedro Spring

  • @KittoBaird
    @KittoBaird 5 місяців тому

    63852 Francisca Wall

  • @elinegeo
    @elinegeo 8 місяців тому

    Thanks a lot for your explanation. I learned too much

  • @ashishjolly7296
    @ashishjolly7296 8 місяців тому

    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?

    • @SalesforceCPQ
      @SalesforceCPQ 8 місяців тому

      create location specific quote line groups

  • @khushbupareek8582
    @khushbupareek8582 8 місяців тому

    Great explanation 🎉

  • @_SanchitaPatil
    @_SanchitaPatil 9 місяців тому

    Custom action is not available in salesforce lightning?

    • @SalesforceCPQ
      @SalesforceCPQ 9 місяців тому

      It’s Salesforce records , should be available

  • @DeniseMoore-qm3gp
    @DeniseMoore-qm3gp 10 місяців тому

    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?

  • @rajveerrawat3929
    @rajveerrawat3929 10 місяців тому

    good video man

  • @easymathbydineshpatnaik313
    @easymathbydineshpatnaik313 10 місяців тому

    Hi Sir, there are 7 playlist videos are there can you share the order which one have to learn first...................

    • @SalesforceCPQ
      @SalesforceCPQ 10 місяців тому

      you can start with basic and then advanced playlist

  • @igorferreira1486
    @igorferreira1486 11 місяців тому

    Thank you so much! That's what i was looking for!

  • @KalyanV-i9x
    @KalyanV-i9x 11 місяців тому

    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

  • @TheHansiboy91
    @TheHansiboy91 11 місяців тому

    Thank you very much. This video explained very how the DS can be used!

  • @fundream3311
    @fundream3311 Рік тому

    nice video man

  • @AnkursCricFitTV
    @AnkursCricFitTV Рік тому

    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.

    • @AnkursCricFitTV
      @AnkursCricFitTV Рік тому

      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),")

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      Somewhere I mentioned about how to do it on the quote template, quote lines formula is bit different then quote template formula

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      watch from 5:48

  • @anandhasiva8867
    @anandhasiva8867 Рік тому

    Can someone tell me the difference between button, menu and seperator

  • @mayuribaviskar7030
    @mayuribaviskar7030 Рік тому

    It can be in detail.

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      This was the oldest video that was mainly made for installation instructions.

  • @lukeshk7221
    @lukeshk7221 Рік тому

    $21875 after 30% discount how ??? Term=25, so on $15000 30% discount =10500 * (if recurring) term (25)=262500 can you please elaborate more

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      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.

  • @srirambalaji17
    @srirambalaji17 Рік тому

    Hi can we able to use html template instead of visual force template ?

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      Then you wont be able to use the merge fields

  • @mohitmehta9660
    @mohitmehta9660 Рік тому

    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 ?

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      You will get the reference of the subscription record on the amended quote line, for new product that will blank

  • @avinkris7
    @avinkris7 Рік тому

    thank you!

  • @TaniaSharma-d9k
    @TaniaSharma-d9k Рік тому

    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?

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      We don't have control over the placement of fields in quote herder. it is just the fieldset sequence

  • @arrojuanusha8846
    @arrojuanusha8846 Рік тому

    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.

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      You would need to add the API name into 'Field' field of price condition object

  • @gopalsalesforce
    @gopalsalesforce Рік тому

    how the Add. disc populating automatically ? could you please show the complete steps for that.

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      That is out of box, look at how I enabled target customer amount and adjusted the amount against the total amount.

    • @calcifer12
      @calcifer12 7 місяців тому

      @@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

    • @SalesforceCPQ
      @SalesforceCPQ 7 місяців тому

      @@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.

  • @hanlonsportscards2
    @hanlonsportscards2 Рік тому

    can you show the get record for the getQLE's? or at least describe what you did there?

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      We are passing quote Id to the flow, you can query then all quote lines using that record id

  • @davidhampson9918
    @davidhampson9918 Рік тому

    Thanks for the video - does this solution require any changes made to the quote to be saved before the Screen Flow is executed?

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      Yes, you have to save the quote/quote lines within the flow execution.

  • @anirbandas2600
    @anirbandas2600 Рік тому

    How to add a product automatically in quote whenever we select another product by JavaScript code

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      Use Salesforce CPQ APIs, call rest method from QCP to achieve this

  • @anupamsharma509
    @anupamsharma509 Рік тому

    If i want Remove the target Customer Amount so remove all additional discount it is possible??

  • @anupamsharma509
    @anupamsharma509 Рік тому

    can we Remove the additional discount (Target Customer Field) From Quote line item?

  • @danielacerqueira8077
    @danielacerqueira8077 Рік тому

    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?

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      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

    • @danielacerqueira8077
      @danielacerqueira8077 Рік тому

      @@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

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      @@danielacerqueira8077 You will have to use the Aura component in the VF page and then add VF page URL to the custom action

    • @rajachatterjee219
      @rajachatterjee219 Рік тому

      @@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 :)

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      @@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

  • @rachuri9576
    @rachuri9576 Рік тому

    can you please let us know the product rule configuration for this shipping cost selection process only for worldwide picklist value.

  • @TheRutify
    @TheRutify Рік тому

    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

  • @R-kz7dq
    @R-kz7dq Рік тому

    which software you use for record the video

  • @rajeshdesai6351
    @rajeshdesai6351 Рік тому

    Can you please explain how and where to get the bundles from? How do you populate the different products and quotes?

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      you can get CPQ developer org, where you can find some pre-configured bundles or else create your own

    • @rajeshdesai6351
      @rajeshdesai6351 Рік тому

      Without the training, creating your own bundle would be tricky and risky@@SalesforceCPQ

  • @rajeshdesai6351
    @rajeshdesai6351 Рік тому

    Can't hear you, even with the volume turned up maximum.

    • @SalesforceCPQ
      @SalesforceCPQ Рік тому

      This was very old video, had some mic issue

  • @flight8885
    @flight8885 2 роки тому

    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?

    • @SalesforceCPQ
      @SalesforceCPQ 2 роки тому

      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

    • @flight8885
      @flight8885 2 роки тому

      @@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?

    • @SalesforceCPQ
      @SalesforceCPQ 2 роки тому

      @@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.

    • @flight8885
      @flight8885 2 роки тому

      @@SalesforceCPQhow would i make that field determin the block?

    • @SalesforceCPQ
      @SalesforceCPQ 2 роки тому

      @@flight8885 There is a lookup of the block price on QL.

  • @vaibhav2309
    @vaibhav2309 2 роки тому

    Please provide formula in description or repli

    • @SalesforceCPQ
      @SalesforceCPQ 2 роки тому

      You can find the formula in video or visit salesforce help site

    • @vaibhav2309
      @vaibhav2309 2 роки тому

      @@SalesforceCPQ i don't know why youtubers do this. Why is putting the formula in the description so difficult?

    • @SalesforceCPQ
      @SalesforceCPQ 2 роки тому

      @@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.

  • @3071-f6i
    @3071-f6i 2 роки тому

    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

    • @SalesforceCPQ
      @SalesforceCPQ 2 роки тому

      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.

    • @3071-f6i
      @3071-f6i 2 роки тому

      @@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?

    • @SalesforceCPQ
      @SalesforceCPQ 2 роки тому

      @@3071-f6i Field is on product object only, You will have to add into two field sets

    • @3071-f6i
      @3071-f6i 2 роки тому

      @@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.

  • @cpq-specialist4498
    @cpq-specialist4498 2 роки тому

    Hi sir , Very good explanation for Price rule. I just love your simple logic and method.... Subscribed... Thank you so much....

  • @GunjanGupta-zj9im
    @GunjanGupta-zj9im 2 роки тому

    Your content is really great easy understaning would like to see videos on salesforce billing

  • @akashwadje6464
    @akashwadje6464 2 роки тому

    Thanks it will be very useful for sure

  • @satishkumarroy6714
    @satishkumarroy6714 2 роки тому

    Very informative and well explained 👏

  • @lovenishist
    @lovenishist 2 роки тому

    can we add quote owner email as Cc in email notifictaion