CPQ Journey

Hello community!

I fugured this is a great place to share some helpful CPQ materials for those who need it. 

This is an article that gives an easy introduction to the definition of CPQ, and its benefits and capabilities, like like speeding up the sales cycle, reducing manual work, and ensuring precise pricing. 

Here's what you can find inside: 

✦ The role of CPQ in simplifying and enhancing the configure-price-quote process.

✦ The benefits of CPQ tools, from speeding up sales cycles to providing personalized sales content seamlessly.

✦ How tools like Salesforce CPQ helps sales teams create, manage, and track quotes within the Salesforce environment.

✦ Uncover the potential revenue growth with CPQ software, backed by industry insights and statistics.

Read here: https://sculptor.cloud/blog/what-is-cpq-in-salesforce?utm_source=trailhead&utm_medium=group8&utm_campaign=what-is-cpq-jan24

Is there anything else you'd like to read from CPQ experts? 

In CPQ Trailmix, under module "Quote Templates in Salesforce CPQ", Unit "Show Quote Line Data in a Table"(https://trailhead.salesforce.com/content/learn/modules/quote-templates-in-salesforce-cpq/show-quote-line-data-in-a-table?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-cpq-specialist-credential), under the section 'Other Appearance Tweaks', it is mentioned regarding settings for "Table Style (Template Content picklist, appears only for Line Items type)".

When I change the Table Style to either 'Price Dimensions as Columns' or 'Price Dimensions as Rows with Summary', then the entire Line Items Table along with all the Line Items disappear, only Totals/Subtotals rows are displayed.

I) Preview Document after setting Table Style = 'Price Dimensions as Rows with Summary' :-

II) Preview Document after setting Table Style = 'Standard' :-

I tried troubleshooting and after deleting each sections one-by-one and narrowed down that issue is in the 'Line Items' section but cannot find the exact root cause even after deleting each line item column individually. 

Any one who completed this module, did you find the same issue? What is the Root cause?

Hi All - I would like get your thoughts on the below requirement

Platform - Salesforce Partner Community

Actor - Retailer user. 

Description - We have CPQ license configured for the internal support users to manage the product catalogue. 

Requirement - Retailer user will login to the partner portal community and search and add products  to the quote. We have not purchased the CPQ partner license and the assumption is to use CPQ Managed package API 

Question - 

1. Is there any API to get all the products using API ? (We are planning to use LWC component to display the products in the UI)

2. Can we invoke Salesforce Product Search Plugin as a partner community user?

3. Is it possible for the partner community user to get create Quote/Quote lines without CPQ Partner portal access? (Only basic partner portal access is available)

@Salesforce CPQ 

@* Salesforce Revenue Cloud *