Salesforce provides access to free developer orgs, in order to support people in learning new skills, practice and get better at Salesforce org configuration and management. Thanks to that, you can sign up and get access to a Salesforce developer org, with Salesforce CPQ installed.
People have been desperately waiting for the Dynamic Forms feature for a long, long time. It makes our life so much easier and enables us to configure a better user interface. There is no longer need for a page layout, we can group relevant fields into conditionally visible groups. We can display fields conditionally, we also can use Tabs or Accordion to organise the record detail space on even better lever than before.
I kindly recommend to use Dynamic Forms in your implementations. Make your users life easier, declutter your Salesforce setup and simplify configuration.
Review the below links for details:
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Dreamforce To You 2020
A lot of people had a chance to experience Dreamforce, however, even more people did not have this pleasure.
Due to the 2020 reality of COVID, Salesforce has changed the approach to the events they hosted all around the world, and that includes Dreamforce.
Now, everyone can attend, from every place in the world!
See the details and registration here: https://www.salesforce.com/dreamforce/
That’s a must have event for all members of the Salesforce ecosystem!
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Salesforce CPQ automated testing
Have you ever wondered if and how can you automatically test your CPQ implementation? Is this feasible at all? Given the fact that Salesforce CPQ is so much dependent on the configuration data, one may think that this would be extremely difficult to do it.
Well… not really that difficult.
Here is a great read from Salesforce about automated CPQ testing:
https://developer.salesforce.com/blogs/2019/05/automating-salesforce-cpq-testing.html
The article describes quite a few options that we have to implement the automated testing, pros and cons of a given option on the table.
Proper testing in IT is a great investment in the long term value of systems being implemented in the organisation. Even if you don’t plan to automate testing of the CPQ implementation, it is still worth to read the linked article. It should not take you more than 10 minutes!
Salesforce CPQ supports a Contract Renewal process. That means that CPQ can generate a Renewal Opportunity and Renewal Quote based on the current Contract and its Subscriptions and can act on prices of the renewed products.
What is a Twin Field?
Salesforce CPQ & Salesforce Billing supports field mapping between certain fields on CPQ and Billing objects. Those fields are called Twin Fields. A mapping is an activity of copying a value from one field to another. That action happens when certain CPQ/Billing automation processes take place. For example: creating an order, creating an invoice, contract renewal or amendment.
Why use Twin fields?
The problem
You want to mask/obfuscate the data on sandbox created for CPQ implementation or UAT. This is in order to provide the security for the data. Within the GDPR regulations in place, having this extra security precaution is helpful.
The Problem
As you probably know, Salesforce releases new versions of its software on a regular basis. New releases enable new features in the orgs and sometimes you just need those features to deliver your project.
The information about the org version is not included in the Company Information section of your SF org. There are a few steps needed to get this information.
If you are using a Salesforce CPQ and you are planning to implement B2B Commerce, or the other way around you are using B2B Commerce and planning to implement Salesforce CPQ, there is some good news for you now!
The Problem
In Salesforce CPQ, you need to sort Quote Lines in the Quote Line Editor, in a custom way, automatically. You want it to happen without user action, always. In this example, we will assume that there are 2 products that always need to be at the bottom of the screen, below any other product in the QLE.