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2 juil. 2022, 12:20

Easy Pricing App New Feature Announcements (Version: 3.42.0/Release Date: 2022-07-02)

1. Select a Pricing Rule for the Product before the Add Product action

Steps to activate this feature:

Go to the AppExchange and upgrade your Easy Pricing App(s) to the latest version.
Check the "All-Show Pricing Rule Field in Add Prod" checkbox in the Easy Pricing Configuration Custom Settings.

2. Reset the Product Name/Product Code after the Add Product action

Steps to activate this feature:

Go to the AppExchange and upgrade your Easy Pricing App(s) to the latest version.
Check the "All-Reset Product Name after Add Product" checkbox in the Easy Pricing Configuration Custom Settings.

Easy Pricing App New Feature Announcements (Version: 3.42.0/Release Date: 2022-07-02)1.

#Boonplus Easy Pricing #Salesforce CPQ & Billing #Different Price Books

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25 juin 2022, 10:38

Quotes with different Price Books on same Opportunity

Is it possible with Easy Pricing to have Quotes with different Price Books on the same Opportunity? That is the Use Case that I need to solve. We have multiple companies that are provided Quotes for the same Project. The Price Book to be used is set at the Account level, not the Opportunity level. We do not need to sync Quotes with the Opportunity.

4 réponses

Paul Liu (BoonPlus)
26 juin 2022, 01:05
@Jennifer Borkovich Unlike Salesforce's 'Add Products', our 'Add Product' button is embedded with the 'Pricing Rule' logic, which is much more complicated than just adding a product line. Since our logic may overload the system (i.e. hitting the governor limits) if multiple products are selected, which is the reason why we decided not to support it in our app. There are three ways (i.e. picklist, autocomplete, lookup) to add a product in our app, if you are not familiar with some of them, please take a look at this article "Adding Product Line Item Made Easy with PickList, AutoComplete, LookUp fields in Salesforce", hope it helps.