Price Rules more sophisticated pricing negotiated prices with special customers Using criteria to change some fields on the quote line, the quote line group or the quote itself Price rules…
Sales Process Salesforce Sales Cloud – Process Manage sales data, leads and opportunities Configuration- Pricing and Quoting Process (Configure, Price, Quote = CPQ) – Salesforce CPQ this is where Salesforce…
Many different product options make it harder for Sales Reps to create quotes.
Bundles in Salesforce CPQ make it easier
First Steps Salesforce CPQ – Native Application stands for Configure-Price-Quote Create quotes quickly and with minimal effort C = Configure – What can customers buy in the future? P =…
Lead-zu-Cash-Zyclus In times in which people order per smartphone, intelligent devices and AI personalized datas are ready customers expect understanding for there needs earlier vs today conventional CPQ-Tools retrieve prices…
Merging some fields from accounts and contacts. Requirement: need under accounts min. one Record Type Org-Wide-Sharing-Settings Contact = “Controlled by Parent” Oder Account and Contact = “Privat” All profiles they…
Developer-Documentation Possibilities Programmatic Access to report-data of report build in report-builder enables to integrate report-data in web- and mobile-apps (e.g. trigger a chatter post with a snapshot of report-data) visualization…