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Hello, 

We have a customer with a contract set to renew 1/1/2027 (start date is 1/1/2026 and end date is 12/31/2026). Currently the customer wants to purchase an additional product but with a start date of 1/1/2027. They want to amend the contract to add the product to the contract being renewed. Problem is they want this opportunity with the new product to close now for booking purposes but want this to be on the contract that is set to renew and start on 1/1/2027. They do not want two separate contracts.  

Bookings credit here is counted when an opportunity moves to Closed Won. My issue is that our process has automation that when an opportunity moves to Closed Won it immediately creates an order, then within 10 minutes Activates and Contracts that Order. We also have the contract setting for calculate end date turned on. Doing an amendment means this product will be on a start date after the contract expires. I am at a loss for the best approach for this? 

I am open to any thoughts and feedback. 

Thank you. 

Looking for mentor / partner to prepare for salesforce cpq interviews. As well as looking for study partner.

Hi All, 

I wanted to export product data from slaesforce with it all its product options, corresponding prodcut rules and fetures. All the options constratints that is related to the particular prodcut. 

I tried to create a custom report but it also dosn't give all the necessary information related to thath particular prodcut. 

Would like to know if that's possible with the report or not if yes how it should be done.

 Are there any 3rd party app from the app exchange available or some one has used for such kind of export. 

Any kind of help is appricated. 

Thanks in Advance!

Regards, 

Priyanka Rai 

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Hi, Can anyone have Salesforce CPQ Specialist  certification based learning videos?

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I have requirement where pricing is purely block price. At the same time there are 3 attributes associated with the product.  List price is driven by config attributes & tiers. 

Option 1: Build standalone products with Block pricing. Drawback I woul endup creating many products and same nees to be synced with ERP/Billing. 

Option 2: Alternatively I was working on poc where

• Pricing method = List
• Utilize Config Attributes
• Build lookup data - price based on attributes & tiers
• Set Quote Line Effective Qty = 1 through Price Rule(if possible)

This I'm trying to rationlize the product list,

I'm  looking for suggestion/recommendation whether I can build option 2 or stick with option 1.

Is it recommeded to change Effective Quantity in CPQ ?  

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We are currently analysing the product structure for our client, and here are our findings:

- There are over 8000 product records.

 - Each configured SKU has 500-600 product options (PO), and this number can exceed 1500 as the client expands globally.

The client desires a guided selling experience, where questions can be presented in layers, with around 7-8 layers of such questions and the potential for more than 10 independent questions as well. 

I believe there are some limitations around guided selling in Salesforce CPQ. I am also looking for information on the comparison between guided selling in SF CPQ and Logik.io, including their respective pros and cons.

Expecting there will a BOM explosion and the product configuration will be done site based.

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CPQ - “Unauthorized” error after SBX refresh / Authorize Advanced Pricing Calculation Service

If you are running into this, and there was no button to authorize nor an oauth token to revoke, you probably had to contact support, have a video call, etc.

Try the last approach here instead:

Hi there new Admin! Did an employee recently leave your team?

Re-assign the Account Owner in Salesforce in 4 easy ways: Transfer Salesforce Account Owners (From Single Change to Mass Transfer) 

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CPQ by default applies discounts in sequence (waterfall) where the discount result is cumulatively the previous calculated amount less the discount.

We have a business requirement that any given discount applied to a quote line is respective to the product List Price.   We are typically applying Partner Discount and optionally Addition Discount.

For example, a Product with a list price $1000, Partner Discount of 10%, and Additional Discount 5%.

As is, given the waterfall approach, results to a total of $855 (1000-100-45).

The business request is to have this result to $850  (1000-100-50), where all discounts are respective to list price.

Any advice would be much appreciated.