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…
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Blogs for Topic Administration about Salesforce
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…