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#CPQ1 人がディスカッション中

Kugamon Major Release v10.3 is live! 

 

We're excited to deliver performance enhancements, UI improvements, and support for the latest Salesforce platform updates to help keep your Quote-to-Cash processes running smoothly. 

 

Enhancements: 

• Updated Line Description positioning in Quote, Order, and Invoice PDF Templates to align with equivalent Online Template layouts. 

• Updated Line Description positioning in the Quote and Order Lightning Configurator for a more consistent user experience. 

• Refactored Quote and Order page load and line update logic to optimize performance. 

• Updated the Quote and Order Lightning Configurator to support Salesforce Lightning Design System (SLDS2). 

• Added support for Salesforce Lightning Design System changes introduced in the Salesforce Summer '26 Release. 

 

This release focuses on improving usability, consistency, and performance while ensuring continued compatibility with the latest Salesforce innovations. 

 

Have questions or feedback? Drop us a comment below! 

 

Cheers, 

Customer Success Team 

#CPQ #Quotetocash #Kugamon #SaaSInnovation #Salesforce #ReleaseUpdate

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Hi Kugamoners,

 

Kugamon v10.2.2 is here! 🚀

 

We're continuing to enhance flexibility and efficiency across your Quote-to-Cash workflows with new improvements to cloning and field synchronization.

 

✨ Enhancements:

  • Updated the Clone Function to support Custom Fields on Quote and Order Line Groups.
  • Extended Twin Field Support to Quote and Order Additional Charges/Credits Lines.

These enhancements help ensure your custom data is carried forward accurately while reducing manual effort across your quoting and ordering processes.

 

Have questions or feedback? Drop us a comment below!

 

Cheers, 

Customer Success Team 

 

#CPQ #Quotetocash #Kugamon #SaaSInnovation #ReleaseUpdate #RevopsWith

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At Kugamon, we believe successful Salesforce projects start with understanding the customer's goals before a single solution is designed. 

 

We're grateful for this feedback from Christiaan Feast

, who recently worked with our team during the discovery and scoping phase of a new initiative: 

 

Early project planning is one of the most important stages of any Salesforce implementation. Taking the time to ask the right questions, understand business requirements, and provide meaningful guidance helps set the foundation for long-term success. 

 

Thank you, Christiaan, for your kind words and for trusting Kugamon to be part of your journey. 

 

If you're evaluating solutions for CPQ, Quote-to-Cash, Revenue Operations, or Salesforce transformation projects, we'd love to connect. 

 

#Kugamon #Salesforce #CPQ #Quotetocash #DigitalTransformation

At Kugamon, we believe successful Salesforce projects start with understanding the customer's goals before a single solution is designed.

 

 

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Hi Kugamoners, 

 

Kugamon v10.0 and v10.1 are here! 

 

We’re excited to introduce major enhancements focused on payment processing, operational efficiency, and platform modernization for your Quote-to-Cash workflows inside Salesforce. 

 

New Features & Enhancements: 

• Copy & PasteAdded Stripe Processor Connection Support 

• Updated the Online Payment Page to support Stripe Payment Processing 

• Added new Lightning Payment Terminal for Orders and Invoices supporting both Stripe and Manual Payments 

• Updated descriptions for all Validation Rules 

• Deleted deprecated object: Custom Payment Source 

 

🐞 Fixes (v10.1.1): 

• Resolved issue preventing Orders with Service Lines from releasing by updating the creation logic for related Service Delivery records 

•Fixed Payment Terminal cancel return behavior from the new Payment Page 

 

These updates continue our mission to deliver flexible, modern, and Salesforce-native Revenue Operations solutions. 

 

Have questions or feedback? Drop us a comment below! 

 

Cheers, 

Customer Success Team 

 

#CPQ #Quotetocash #Kugamon #Salesforce #RevenueOperations #RevenueOperations

#SaaSInnovation

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“A new bar for RevOps.” 

 

We’re incredibly grateful for this thoughtful review from Dave Moudy and proud to share it with the Kugamon community. 

 

Hearing that Kugamon helped simplify quoting, collections, renewals, and onboarding — while reducing implementation time from months to weeks — is exactly why we do what we do. 

 

One line especially stood out to us:

We’ve included a screenshot of the full review so you can read it directly in Dave’s own words. 

 

Thank you to Dave AND every customer who trusts Kugamon to power their Revenue Operations inside Salesforce. 

 

#Kugamon #CPQ #Quotetocash #Salesforce #RevenueOperations

 

 

“A new bar for RevOps.” We’re incredibly grateful for this thoughtful review from Dave Moudy and proud to share it with the Kugamon community.

 

 

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Is there a way to remove / hide delete icon on certin product family (or products) so once Sales Rep add the proudct they cannot remove it or change it? How this can be achieved?

 

_img alt="Delete" src="https://kemxp52623.i.lithium.com/t5/image/serverpage/image-id/507i7CFACCD7A2113F62/image-size/original?v=mpbl-1&px=-1" /_ Delete Button 

 

 
11 件の回答
  1. 3月24日 17:50

    By default, it is not possible to remove delete button from certain quote lines. It is somewhat surprising that Salesforce CPQ doensn't allow configuring a filter to hide specific buttons at the Quote Line level. 

     

    The only target object that supports evaluating a Custom Action Condition for a Custom Action displayed in the QLE (Quote Line Editor) is Quote. The documentation states: "Custom actions can’t be conditionally shown or hidden on specific lines." 

     

    I emphasize "only target object" because, when selecting Product as the target object, the documentation specifies: "Conditions can evaluate product fields only if your custom action appears in the configurator.”  

     

    There are many use cases where preventing the deletion of a specific Quote Line would be extremely valuable.  

     

    For instance, consider a Quote Line that represents transportation costs. This line (always one per Quote) is automatically added using a Product Rule, and its populated automatically through Price Rules. If you have a button that allows users to delete lines, it would be ideal to block deletion of this line, since every Quote containing products must include this cost. 

     

    What other options do we have?

     

    One alternative, although it result in a poor user experience, is to cerate a validation type Product Rule. The problem is that this doesn't prevent the Quote Line from being deleted. Instead, once the user deletes the line and attempts to save, a validation error appears. To save successfully, the user would have to manually re-add the deleted product. 

     

    From there, I considered creating a Product Rule that automatically re-adds the missing product. However, after several tests, I was unable to make this work. Based on the documentation, it never going to work: "Quote-scoped product rules run only during product selection or bundle configuration. If the product rule’s error condition is based on quote or quote line data, Salesforce CPQ doesn’t evaluate the error condition until quote lines are added, which can require a second save during product bundle reconfiguration or product selection."

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Kugamon v9.3.5 is now available. 

 

This release includes fixes that improve accuracy and consistency across invoicing and product management. 

 

Fixes: 

- Resolved an issue where the Online Invoice Template did not display two decimal places for the Past Due Message Amount. 

- Fixed inconsistent Product SKU support across Manage Catalog, Manage Kit/Bundle, Manage Configuration, and the Quote and Order Lightning Configurator. 

 

These updates help ensure cleaner data, consistent product handling, and more reliable invoice presentation. 

 

Have questions or feedback? Drop us a comment below. 

 

Cheers, 

Customer Success Team 

 

  #CPQ #Quotetocash #Kugamon #SalesforceApps #SaaSInnovation #New Releases

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Kugamon v9.3.4 is now here. 

 

This release focuses on improving pricing accuracy, service line consistency, and configurator behavior across Quote and Order workflows. 

 

Fixes and Updates: 

- Resolved an issue where the Quote & Order Import Lines function did not use the Price Book Entry Price for Sales Price when Sales Price was blank and List Price was defined. 

- Fixed an issue where Import Lines did not respect Service Line List Price and Service Term Behavior values. 

- Corrected behavior so Order Service Line List Price and Service Term Behavior now properly inherit values from the Quote during Order creation. 

- Added support for Tiered Pricing on Kit/Bundle members in the Quote and Order Lightning Configurator [Edit Lines]. 

- Updated available values for the Payment Type picklist field. 

 

These updates ensure greater consistency and reliability across pricing and service configurations. 

 

Have questions or feedback? Drop us a comment below. 

 

Cheers, 

Customer Success Team 

 

#CPQ #Quotetocash #Kugamon #SalesforceApps #SaaSInnovation #ReleaseUpdate 

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Kugamon v9.3.3 is now available. 

 

This release includes a targeted fix to improve consistency and reliability in your quoting and ordering workflows. 

 

Fix: 

• Resolved an issue causing inconsistent Product SKU support in the Quote and Order Lightning Configurator [Add Lines]. 

 

This update helps ensure accurate product selection and a smoother experience when building quotes and orders. 

 

Have questions or feedback? Leave a comment below. 

 

Regards, 

Customer Success Team 

 

#CPQ #Quotetocash #Kugamon #SalesforceApps #SaaSInnovation #ReleaseUpdate 

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Kugamon v9.3.2 is now available. 

 

This update includes an important fix to improve accuracy and control in your invoicing workflows. 

 

Fix: Resolved an issue where additional charges or credits could be added to cancelled invoices. 

 

This fix helps ensure invoice integrity and prevents unintended financial adjustments. 

 

Have questions or feedback? Drop us a comment below. 

 

Cheers, 

Customer Success Team 

 

 #cpq #Salesforce #kugamon #saasinnovation #ReleaseUpdate

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