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BoonPlus Easy Pricing User Group

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A client I’m consulting with is dissatisfied with using Salesforce’s standard Opportunity Clone feature for their Renewal Opportunity creation, so he asked if I could develop a Clone solution with sev

A client I’m consulting with is dissatisfied with using Salesforce’s standard Opportunity Clone feature for their Renewal Opportunity creation, so he asked if I could develop a Clone solution with several custom features, and his requested features include…

  1. Ability to Control Which Fields are Cloned
  2. Set default field value
  3. Set default field value with Merge Field
  4. When an Opportunity is Closed Won, clone the Opportunity automatically
  5. After an Opportunity is cloned, allow the user to change the Price Book without re-adding all Products from the new Price Book

Since feature #1, #2 and #5 already exist in my Easy Pricing for Opportunity app, so I went ahead and added the "Merge Field" feature and a new "Clone Opportunity" checkbox field (this field can be used for the Flow Automation) to the latest version (4.25.0) of the Easy Pricing for Opportunity App. These new features were also added to the other Easy Pricing Apps too...

For those of you who want to give "Easy Cloning" a try in your Salesforce org, please read this article of mine on LinkedIn.

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1 answer
  1. Jun 4, 2025, 2:35 PM

    Hi! Lisa, 

     

    Could you please grant BoonPlus Support access to your org so I can take a look? What are the profiles of these non-sys admin users?  

     

    p.s. please email your org id to "

    info@boonplus.com

    ". 

     

    -Paul

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1 answer
  1. May 8, 2025, 10:31 PM

    Hi! @John McCarthy, FYI, on Mar 18th, 2025, the email was sent to all installers of the Easy Pricing for Opportunity, did anyone in your org receive it? Please email your Salesforce org id to info@boonplus.com

    and we will give a temporary extension if needed. 

     

    ---------- Forwarded message --------- 

    From:

    Paul Liu <paul.liu@boonplus.com

    Date: Tue, Mar 18, 2025 at 8:17 AM 

    Subject: BoonPlus Easy Pricing for Opportunity App Pricing Updates, effective on May 1st, 2025 

    To: Info BoonPlus <

    info@boonplus.com>

     

     

     

    Dear Valued Customers, 

    We hope this message finds you well. As a company committed to providing exceptional service, we are excited to announce an important update to our business model. In

    November, 2024, we switched our Easy Pricing for Opportunity app from a free/limited seats app to a paid/unlimited seats

    app on Salesforce AppExchange. 

    This change comes after careful consideration and our unwavering commitment to quality improvement. We believe this new model will allow us to invest further in the technology, services, and support that you, our customers, deserve. 

    We understand that transitions can be challenging, and we wish to assure you that we are dedicated to making this shift as smooth as possible. To that end, we will offer a grace period until

    May 1st, 2025

    , during which you can enjoy the current free services alongside all features. 

    Detailed information regarding subscription options, pricing, and the additional benefits is on our

    Easy Pricing for Opportunity AppExchange Listing

    .  

     

    To enroll in our paid app, please click on the "

    Get It Now" button on AppExchange, select the "Connected Salesforce Account" and then click on the "Install in Production" button. To avoid business operation disruptions, please complete the enrollment before April 30th, 2025

    After the enrollment, for the

    Free Easy Pricing for Quote, Order, Service Contract, Work Order, Sales Agreement

    apps that are installed in your org, please upgrade them to the latest version.  

    We are grateful for the trust you have placed in us and look forward to continuing to serve you under this new model. Please email

    info@boonplus.com

    for any questions you may have. 

    Warm regards, 

    Paul Liu  

    BoonPlus CEO

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BoonPlus Official Announcement:

Quote Generate/Sync Order

Opportunity Generate/Sync Order

Opportunity Generate/Sync Service Contract

Opportunity Generate/Sync Sales Agreement

Order Generate/Sync Service Contract

Sales Agreement Generate/Sync Order

The above Generate/Sync Apps have been upgraded to Salesforce API Version 

62.0 (Salesforce Winter '25 release). To stay up to date on the latest release, e.g. Quote Generate/Sync Order/GSQR20250228APIV62 4.19.0, please... 

1) Go to the Quote Generate/Sync Order App on AppExchange and click on "Get It Now" to upgrade the app.BoonPlus Official Announcement:Quote Generate/Sync OrderOpportunity Generate/Sync OrderOpportunity Generate/Sync Service ContractOpportunity Generate/Sync Sales AgreementOrder Generate/Sync Service Co2) Set the Salesforce.com API Version of the Generate/Sync related VF Pages to 62.0.GSQRVFV62.png3) Set the Server_URL to 620 in the Synced_Quote_Line_Item_mp__c field of the Order Product Object.GSQRV62SyncedLineItem.png

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BoonPlus Official Announcement:

Easy Pricing for Opportunity

Easy Pricing for Quote

Easy Pricing for Order

Easy Pricing for Service Contract

Easy Pricing for Work Order

Easy Pricing for Sales Agreement

The above Easy Pricing Apps have been upgraded to Salesforce API Version 

62.0 (Salesforce Winter '25 release). To stay up to date on the latest release, e.g. Easy Pricing for Opportunity/EPOP20250228APIV62 4.19.0, please... 

1) Go to the Easy Pricing for Opportunity App on AppExchange and click on "Get It Now" to upgrade the app.BoonPlus Official Announcement:Easy Pricing for OpportunityEasy Pricing for QuoteEasy Pricing for OrderEasy Pricing for Service ContractEasy Pricing for Work OrderEasy Pricing for Sales AgreementThe a2) Set the Salesforce.com API Version of the Easy Pricing related VF Pages to 62.0.EPOPVFV62.png3) Set the Server_URL to 620 in the Product_mp__c field of the Product Line Item Objects (e.g. Opportunity Product, Quote Line Item, Order Product, Contract Line Item, Work Order Line Item and Sales Agreement Product).Opportnunity Product.png

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Is there a way to configure a custom quote object named "SBQQ__Quote__c" instead of "Quote"

 

I have several page layouts that use the above object ("SBQQ__Quote__c)" but I cannot add anything to the other layouts because the configuration option refer to the Quote standard object.

 

Is there a way to configure "Easy Pricing for Quote Configuration" using custom quote object?

3 answers
  1. May 31, 2024, 3:26 PM

    Hi! Michael, I don't know if there is an easy to switch the price book in CPQ, I think this is a question that you may want to ask Salesforce support.

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When I use the Generate Order button, the Contract field is not sent from the Opportunity to the Order.  Is there a way to add the Contract field?

 

Thank you!

JP

4 answers
  1. Mar 3, 2024, 12:24 AM

    @James Prevallet The Contract field has been added to the Opportunity Generate/Sync Order and Quote Generate/Sync Order apps. Please upgade the app to the latest release.

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#Boonplus Easy Pricing (Version 4.15.0) and Generate/Sync (Version 4.4.0) Apps have been upgraded to Salesforce API Version 59.0 (Salesforce Winter '24 release). To stay up to date on the latest release, please... 

1) Go to the Easy Pricing and Generate/Sync Apps on AppExchange and click on "Get It Now" to upgrade the app. 

2) Set the Server_URL to 590 in the Product_mp__c field of all Product Line Item Objects (e.g. Opportunity Product, Quote Line Item, etc. See the screenshot below).

3) Set the Salesforce.com API Version of all Easy Pricing and Generate/Sync related VF Pages to 59.0.

4) If you would like to run the Easy Pricing or Generate/Sync Apps in the Lightning Console app, please make sure the lightningStylesheets is up-to-date (see this KB article Update the lightningStylesheets for the Console Navigation for more information).

5) If you would like to run the Easy Pricing or Generate/Sync Apps in the Lightning Console app, please also make sure the Javascript of the "Clone" VF Page from the Easy Pricing app and the "Generate" VF Page from the Generate/Sync app is up-to-date (see this KB article Update the Javascript in the VF Page for the Console Navigation for more information).

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Hi Boonplus team,

 

I have added several products from different pricebooks, but it reflects only one pricebook on the opportunity. What can I do to fix this?

 

Furthermore is Easy Pricing for Opportunity really free? Is there a limit to the users I can have? 

 

BoonPlus Easy Pricing

 

| Status         | Expiration Date | Allowed Licenses | Used Licenses | Remaining Licenses | Manage Users | Need Help? |

| -------------- | --------------- | ----------------- | ------------- | ------------------- | ------------ | ----------- |

| Free           | -1              | 1                 | -2            | -                 | -            |             |

 

Products showing same Price book

Window_and_Opportunity___Salesforce.jpg

1 answer
  1. Nov 23, 2023, 4:03 PM

    Hi! @David van 't Hooft Please follow this article to set up the multiple pricebooks in a single opportunity. The Easy Pricing App comes with 1000 user licenses by default and the App is free with no limitations on the app's features. The Sandbox org does not show the 1000 allowed licenses, that's just the way how the Salesforce Sandbox works. You will see the 1000 allowed licenses in your Production org.

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Hello! I am running into an issue where a specific custom profile is unable to see the "Add Product" component on Easy Pricing for Opportunity. I am able to see the component on a system administrator profile, and I have ensured every field on Opportunity, Opportunity Product, Product, Price Book, and Price Book Entry has read/edit access for the said profile.

 

Pictured below are screenshots of both the admin view and the custom profile view.

 

Can you help me find out what profile setting is causing this?

 

 

11 answers
  1. Aug 29, 2023, 4:57 PM

    The "Edit" permission was missing from the Price Book object in the custom user profile, and that's the root cause of the issue. The problem went away after we granted the "Edit" permission to the custom user profile.

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