Salesforce CPQ to Agentforce Revenue Management: 50 Things that changed. A Quick Reference Guide for Admins, Consultants, and Architects
Tag: CPQ
Every business is different. Therefore the way how the Sales People operate in those businesses is different as well. Of course there are some common elements. But the need to adjust the Quote Line Editor (QLE) in Salesforce CPQ is there and the implementation Partner has to respond to that.
So how can we change the user interface of the Quote Line Editor?
The Problem
I guess that since you are reading this article you’re looking for the solution for the error in the title of the post: Calculation error on quote Q-00161: “UNAUTHORIZED”.
Hey!
I just wanted to point you to a great introduction to a Quote Calculator Plugin (QCP). Here’s a video from Salesforce walking you through the use cases and showing an example how to implement one
Enjoy watching!
The Problem
The Start Date and End Date of your Contract or Subscription records are not aligned (not equal) to the Start Date and End Date of your Quote or Quote Line.
Example, your quote may look like this
| Start Date | End Date | |
| Quote Line 1 | 09.02.2021 | 31.12.2021 |
And your subscription looks like this:
| Start Date | End Date | |
| Subscription 1 | 09.02.2021 | 08.02.2022 |
And that’s how you want to have your Subscription
| Start Date | End Date | |
| Subscription 1 | 09.02.2021 | 31.12.2021 |
There is a way how to solve that.
When you come new to the Salesforce CPQ implementation project or when you are a part of a big programme, where many streams are working together, deployment become quite a big activity with many items to handle. The list in this article should help you to understand what areas of the current project or org setup needs to be checked. That’s not the whole list, but a good starting point for you to rock the deployment process in your project!
Price Calculation in Salesforce CPQ can be configured in so many ways! And that is great, because the product can fit into many requirements. However, due to the flexibility demanded, the whole calculation sequence is quite a complex series of operations.
Salesforce CPQ provides a set of prebuilt API, that you can call from your code, to automate certain CPQ related processes. The chances are pretty low that you are ever going to need this feature, however, in case you do, you would be able to. Read this post, to have a high level overview of what the available APIs can hep you with and what you can achieve with that.
In the Spring 20 release, Salesforce introduced an option to drive the bundle presentation behaviour in the Quote Line Editor (QLE). Before that, a bundle of products was always expanded. That possibly does not fit quite a few businesses. Now, Salesforce Admins can drive the behaviour.
Salesforce just announced that they start to offer new cloud: the Revenue Cloud. The Revenue Cloud is built on top of CPQ and Billing products.
You can read the details here.