- Define the term Object in Salesforce? What are the different types of objects and tasks that the user can do using the objects? …
- Define the term Profile in Salesforce? Does Salesforce provide an option for two users to use the same profile? …
- Define the term.
Q What are Product Rules in Salesforce CPQ?
Product Rules in Salesforce CPQ ensures that the correct Product is displayed to the user. There are four kinds of Product Rules:
Q What are Price Rules in Salesforce CPQ?
Price rules in Salesforce CPQ automate price calculations and update the quote line fields. Price Rules contain price conditions to calculate accurate price during the Quoting process.
Price rules inject a static value, field value, or summary variable into a quote or quote line field. For example, create a price rule so that the quantity of maintenance kits in your quote is always twice the quantity of that quote’s printers. When a customer changes the printer quantity and saves the quote, Salesforce CPQ activates the price rule and updates the maintenance kit quantity.
Price rules can target the configurator or the quote line editor’s calculator. If you target the calculator, you can set the Calculator Evaluation Event field to apply the price rule:
Q What are Product Bundles in Salesforce CPQ?
Product bundles are products with optional features or components that you want to include on a single quote line.
A bundle product contains several records.
First, choose a product to represent your parent, and at least one product to represent a bundle option. After you create your options, features, and constraints, associate them to the parent via related lists on the parent product record.
Ans: Yes, Salesforce CPQ does have a DocuSign eSignature process for creating and getting sign-offs on quotes. We can add e-signature in the Salesforce CPQ quote template. The documents can then be sent to the quote’s recipients, including automatic reminders. Salesforce CPQ provides an electronic signature app through which the recipients can review and sign the documents.
Ans: A quote template is a predetermined formatting element that has an arrangement of quote data. Like any other email template, the quote template contains the design, content, and layout of your generated quote documents. The content like Expiration Date will be dynamic in the template. Fields like company name, address, and logo will be static fields.
Ans: The Salesforce CPQ helps with the quoting process in a smooth way. We can automate contract amendments, usage pricing, and renewals. It provides a single view of customers’ assets in a dashboard. It provides easy to navigate complex product catalogs. It also provides several customized or preconfigured bundles to create effective customer solutions.
Ans: An order in Salesforce CPQ can be created from a primary quote. Once an order is created from a primary quote, the primary quote cannot be edited. When a CPQ quote is ordered, the products inherit the list price, unit price, and total price fields from the originating quote lines.
Ans: The search filters in Salesforce CPQ are used by sales reps to filter the products that are available for selection based on certain attributes. An organization can have several items in the product catalog, which makes the product catalog lengthy. It makes it difficult for the sales reps to go through the list and their desired item. The search filters help them narrow down the product search.
Is Salesforce a CPQ SteelBrick?
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