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Oksana Mikhalchuk
22 dic 2023, 10:28

Are your support teams feeling overwhelmed?

 

Our latest article delves into practical tips and strategies to supercharge Salesforce Omni-Channel productivity using cutting-edge AI-powered support.

 

🔍 Get insights into creating a smoother customer service experience.

Our article is packed with actionable insights on how to enhance your customer service experience. From streamlining workflows to improving response times, we cover it all to ensure your support team is at its best.

 

🔍 Explore easy-to-follow strategies for seamless omni-chanlel support and setup tips for success.

Wondering how to implement these strategies effectively? We've got you covered. Our article provides step-by-step guidance and setup tips to ensure a seamless integration of AI-powered support into your Salesforce.

 

Read more: http://tinyurl.com/3npx48k4

 

Are your support teams feeling overwhelmed? Our latest article delves into practical tips and strategies to supercharge Salesforce Omni-Channel productivity using cutting-edge AI-powered support.

1 comentario
  1. Ines Garcia (get: Agile) Forum Ambassador
    17 may 2024, 18:23

    Oksana we have reasided this before to you and your company t please refrain to self promote here that is not the purpose of the channel and ultimately has detrimental effect on your brand. Being an official ISV partner you have in the partner portal tons of resources to help you with an actual go to market strategy, also a very knowledgeable and experienced team at hand to help you.

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Oksana Mikhalchuk
8 dic 2023, 15:31

Struggling with Salesforce adoption challenges? Our article reveals effective strategies to overcome hurdles and drive adoption. Key takeaways:

✅ Address low login rates

✅ Tackle resistance to change

✅ Simplify complexity concerns

✅ Enhance progress tracking

✅ Ensure consistent record-keeping

…And many more CRM adoption insights! 

Read the article now: https://tinyurl.com/yc7syrah

Struggling with Salesforce adoption challenges? Our article reveals effective strategies to overcome hurdles and drive adoption.

1 comentario
  1. Ines Garcia (get: Agile) Forum Ambassador
    17 may 2024, 18:23

    Oksana we have reasided this before to you and your company t please refrain to self promote here that is not the purpose of the channel and ultimately has detrimental effect on your brand. Being an official ISV partner you have in the partner portal tons of resources to help you with an actual go to market strategy, also a very knowledgeable and experienced team at hand to help you.

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Subbareddy Kuppala
2 may 2024, 17:02
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Gopikrishna Naidu (developer en Google)
30 abr 2024, 11:08
Hi I installed the Salesforce CPQ package in my Developer Edition. While generating a quote in this package, it displays different languages. However, when I select any language, the generated quote PDF remains in English only. How can I resolve
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Darya Tsagoiko (Marketer en Twistellar ApS)
22 jun 2023, 10:04

Hey Trailblazers :) Sharing with you an article about navigating solutions for billing processes. If you struggled to choose between subscription management and CPQ, learn the focus of each. 

 

#Salesforce CPQ & Billing #CPQ #Manage Subscriptions

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Vagdevi Karamchedu (Enterprise Administrator en WellSky India Private Ltd) preguntó en #Salesforce CPQ & Billing
20 abr 2023, 06:26
pricebook field value is not fetched from the New Quote button

I have a requirement... i have to create a New Quote button in the opportunity with Account, Opportunity, Pricebook fields. The user should populate these values to create a new quote. But i am not able to get the value that i have choosen for pricebook in the New Quote button in the Quote record page. But i am able to get the other 2 field  values into the quote record. Can some please help me. Its really urgent. Thanks in advance @Benelux CPQ Consultants Group

4 respuestas
  1. Younes El-Hajouti (Salesforce)
    21 jun 2023, 08:25

    If you implement this use case make sure you do the following:

    - Use lightning flow

    - Use a lightning component for the URL redirect part

     

    Note: Apex is not required for this use case

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Alvin Mathew (Salesforce Administrator en Textron) (Publicado originalmente por Alvin Mathew)
24 mar 2023, 16:36
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Shelly Parker (Sales Operations Manager en Thought Industries)
30 mar 2022, 16:16
Calculate ARR on amendments

Calculate ARR on amendments

Hi, 

 

Our finance team needs to see ARR regardless of when something is purchased.  For example:

Initial Sell   

   Product A, 3 yr term = Net Total 90,000, ARR 30,000

Amendment Sell  

   Product B, 2.5 yr term = Net Total 25,000, ARR 10,000 

We have a custom formula field to calculate ARR which is:

IF( NOT(ISBLANK(TEXT(SBQQ__SubscriptionPricing__c))) && SBQQ__SegmentIndex__c<=1, SBQQ__NetTotal__c / SBQQ__ProrateMultiplier__c * 12 / SBQQ__DefaultSubscriptionTerm__c , 0)

 

This works for all initial sells, but amendments it does not return the correct number.   As in the above example the calculation would show something like 10,001.58.  The only time it calculates correct is when the start date of the quote is the same date of the contract.  

Contract start date 1/1/2020 and amendment quote start date 5/1/2021.   

 

Our business model is to be able to start a new subscription on any date.  Does anyone have any suggestions how to solve for this.  I have tried several ways, but discounting becomes the issue.  

 Much Appreciated.

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Shanice Andres (System Admin en Whispir)
4 oct 2022, 01:40
Hi! I am creating a Product rule with Show and Add product action, Selection not working

Hi! I am creating a Product rule --Selection, with Show and Add product action, but the target product is not showing up on the Product Configuration page. I don't know what I'm missing. Please help. 

We have initial product rules set up and it behaves as expected --- when you check / tick a box of a product option, it loads then on the next feature, another package (product option) options shows up directly without leaving the product configuration page, then we can change the quantity and proceed on configuring the bundle. Let me know what I'm missing. Thanks in advance

  #Salesforce CPQ & Billing #CPQAskAnExpert

3 respuestas
  1. Stelian Stefan (Stel)
    20 ene 2023, 21:24

    @Shanice Andres

     

    It could be due to a few reasons:

     

    1. The product rule is not set up correctly: Make sure the product rule is set up correctly and all the conditions and criteria are met for the target product to be displayed on the Product Configuration page.
    2. The product is inactive or not available: Verify that the target product is active and available for selection.
    3. The product is not associated with the correct price book: Verify that the target product is associated with the correct price book that is used in the Product Configuration page.
    4. The product is not in the correct category: Verify that the target product is in the correct category for the Product Configuration page.
    5. The product is not related to the right opportunity: Verify that the target product is related to the correct opportunity and the correct opportunity stage.
    6. The Product Configuration page may have an incorrect reference of the target product: Make sure that the Product Configuration page is referencing the correct product.
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