Create Quote Document App Launcher Salesforce CPQ Quotes All – List View Select appropriate quote Generate Document Preview X – close Save & Email Send Reopen Quote Related Quote Documents…
Veröffentliche Beiträge in “Administration”
Blogs for Topic Administration about Salesforce
Orders collect information about products and general details Lookup account Billing and shipping address Start Date and End Date for provisioning and delivery Total amount (based on product prices) Status…
Activate Login Access Setup Login Access Policies Activate Administrators Can Log in as Any User Save Enable log back to admin user Setup Session Settings Deactivate Force relogin after Login-As-User …
SKU One bundle, with one item in 2 materials, 10 colors each and 2 actuator options = 60 combinations – SKU proliferation. Options multiply strongly – not handleable Solution: configuration…
The right price Set the right price to the right product when added to the quote. e.g.: prices negotiated with customers Replace price books with different types of customers large…
Subscriptions Have a contract term Runtime unit must be defined organization-wide (day/month) System >> Installed Packages >> Configure on Package Note: Should also not be changed afterwards, because it can…
Discounts Basic discount – offer with discount on some products Volume discount – Volume based discount to encourage larger sales – CPQ automation possible Partner discount Distributor discount CPQ simplifies…
Required Salesforce configurations before CPQ installation Enable email deliverability to all users Setup Email Deliverability Access Level – Select All email Activate Chatter Setup Chatter Settings Enable Enable Orders Setup…