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.
Tag: CPQ
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?
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.
Salesforce CPQ is a tool that is more and more popular these days. There is more and more need for CPQ Specialists (exam description here) on the market. And it’s quite easy to validate a candidate knowledge if you already have 1 CPQ specialist in the team. However, if you are hiring the first one, you should check how well does the candidate knows the platform.
The below list of 44 questions could help you in your interview process. This is a list of questions touching on technical aspects of Salesforce CPQ. I hope you know that apart from the below, there are many other subjects to validate on the interview process.
Gilles Muys is, I believe, pretty well known in the Salesforce CPQ ecosystem. He worked for Steelbrick, which was acquired by Salesforce with its CPQ package. There is no many people on the planet with his knowledge and experience!
If you have 31 minutes to invest in your knowledge, watch the below video to grab a glance of CPQ implementations process & best practices shared by Gilles during one of the community meet-ups.
I hope you had a nice watch of the video above, that you noticed the KEY points that Gilles is talking about. Short list below:
- the need to have an executive support
- cross department implementation project: sales, finance, provisioning, legal
- smooth user experience – required for adoption
- less time for Sales Reps to build the quote, more time for selling
- identify pain-points
- document as much as possible
The Problem
While trying to preview or generate Quote Document, as a non-admin user, you observed that the pick list for the template selection is empty, like the one below:
or you have some options there, but the one you are looking for is not visible.
Very often there is a need to showcase Salesforce CPQ, end to end, to the prospect or to the client. Depending on the interest, the focus of such demo can vary between one session and another. However, I believe there is one, solid base flow to follow in such demos. That flow is based on the typical business scenario and how the business runs.
Error
In Salesforce CPQ, you might sometimes see an error message
Attempt to de-reference a null object
like shown in the image below:
while generating a Quote document from your Quote Template.
The Problem
You need an Effective End Date on the Quote Line, that will never be blank and will contain the end date of the subscription for a given line.
The problem with the
SBQQ__EffectiveEndDate__cfield is that it’s empty when the subscription term is used and not the end date.