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Salesforce CPQ Practise

This group is for posting CPQ related concepts, queries, certifications, new releases, jobs.

Hello community, 

 

I have an informative resource to share with you, especially for those considering implementing CPQ. It's an article that provides a comprehensive comparison of eleven lesser-known CPQ products. The articles based on real feedback from users who have firsthand experience.

 

While most of the options discussed in the article cater to small and medium-sized businesses, it's worth noting that if you're looking for a lightweight solution, for example, just to test things out

 

To access the article, please click on the following link: http://tinyurl.com/mrxz687e

2 条评论
  1. Ines Garcia (get: Agile) Forum Ambassador
    2024年5月17日 18:22

    Oksana we have reasided this before to you and your company t please refrain to self promote here that is not the purpose of the channel and ultimately has detrimental effect on your brand. Being an official ISV partner you have in the partner portal tons of resources to help you with an actual go to market strategy, also a very knowledgeable and experienced team at hand to help you.

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  1. 2024年1月3日 16:28

    @Soundhariyaa M Yes, you can use formula fields, however, in most cases it will require 2 saves to get the result you want.

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Join us on Wednesday, December 6th at 2:00PM Eastern/11:00AM Pacific to ask your Salesforce CPQ and/or Billing questions to experienced Salesforce Revenue Cloud architects from DoubleTrack (formerly Axia CPQ)!

 

For more info, email us at askanexpert@doubletrack.com.

 

Click HERE to register.

 

Salesforce CPQ & Billing Office Hours | Hosted by DoubleTrack

 

@* Salesforce Revenue Cloud * @Quote to Payment - SalesforceCPQ&Billing @Salesforce CPQ Practise @Salesforce CPQ @Salesforce CPQ Certification

3 个回答
  1. Ines Garcia (get: Agile) Forum Ambassador
    2023年12月4日 11:56

    I own Get Agile and Im a Salesforce MVP HoF

    why?

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Hi,

We have a requirement where on the CPQ Quote , we want separate pages for different quote line items related to that quote.

Suppose a quote has 5 quote line items related to it, so while generating the CPQ quote, we want 5 separate pages to display information for those separate line items.

(We have different sections, both of  standard and custom type  on the CPQ template .Currently  all those sections bring all the quote lines together. We want all the sections to repeat for all quote line items).

 

@Salesforce CPQ @Salesforce CPQ Practise@Salesforce CPQ @* Salesforce Revenue Cloud *

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Hi All,

Just wondering if we have anyone here who has utilised CPQ products in the Solar PV industry?

 

I am working with 2 separate clients, and I can see how they could easily use CPQ (or other 3rd party CPQ apps) to create their bundled products and up-sell/cross-sell etc with.

But one of the biggest issues is with their design process. Both clients currently use standalone Solar specific quoting tools, which through the interface, allows the user to use the Google maps API to zoom into a property and use it to give them measurements, and also to Solar panels onto the roof, allowing them to essentially mock up where and how many panels can go onto the roof. 

Once completed, it will output the bill of materials, along with some of the power information (Potential kWph etc).

 

This is obviously a great tool for this industry, as the quoting can be done remotely and there is no need to climb up a ladder with your measuring tape! :) 

 I am going to reach out to these solar quoting apps to see what s possible with their APIs, but I feel what is needed is the ability to have that graphical design tool inside of Salesforce.

 

Has anyone seen anything close to this being done inside of Salesforce before?

Open to all or any suggestions.

Thanks, Paul

#CPQAskAnExpert #Salesforce CPQ & Billing #Salesforce Maps #API @KBMax CPQ 

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