CPQ · Salesforce

OVERRIDE SALESFORCE CPQ QUOTE DOCUMENT VIEW BUTTON WITH CUSTOM LWC

Recently we got feedback from adaption manager where sales rep spending lot of time to find the quote after they click "View" button from Salesforce CPQ quote document. Current Issue: CPQ Quote Document object where the default 'View' button replaces the existing page and it doesn't have option to close or get back to Quote… Continue reading OVERRIDE SALESFORCE CPQ QUOTE DOCUMENT VIEW BUTTON WITH CUSTOM LWC

CPQ · Salesforce

CREATING A PRODUCT BUNDLE IN SALESFORCE CPQ

A Product Bundle is a combination of different products that are sold to customers as one combined product or package. Salesforce CPQ provides facilities to create and configure product bundles. In this post we will create a Product Bundle as follows. Product Bundle Name: Desktop System Feature : Peripherals Options : CPU 2.8 GHz Options… Continue reading CREATING A PRODUCT BUNDLE IN SALESFORCE CPQ

CPQ · Salesforce

CREAT A CUSTOM ACTION IN QUOTE EDIT LINE PAGE IN SALESFORCE CPQ

Custom Actions are buttons created in order to perform an action in Quote Line Editor, Configurator and in several other detail pages. For example, Custom action in Edit Lines Page can be used to delete quote lines, add a quote group and navigate to internal or external page. In this blog, a custom action 'Generate… Continue reading CREAT A CUSTOM ACTION IN QUOTE EDIT LINE PAGE IN SALESFORCE CPQ

CPQ · Salesforce

CREATE A PRICE RULE IN SALESFORCE CPQ

Price Rules automate price calculations and update quote line fields. Price Rules can be created to target either the 'Configurator' or the 'Calculator' on the Quote Line Editor. In this blog, a Price Rule is created to update the fields in Quote Line when a field 'RefreshPricing' in Quote object is set to true. The… Continue reading CREATE A PRICE RULE IN SALESFORCE CPQ