Tag: Salesforce

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Best Practices

Salesforce Dynamic Forms – a slicker way to configure the record detail pages

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:

Categories
Best Practices

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!

Categories
CPQ Features

Salesforce CPQ Renewal Pricing Method

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.

Continue reading “Salesforce CPQ Renewal Pricing Method”
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CPQ Features

Twin Fields in Salesforce CPQ and Salesforce Billing

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?

Continue reading “Twin Fields in Salesforce CPQ and Salesforce Billing”
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Problem & Solution

How to mask the data on sandboxes?

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.

Continue reading “How to mask the data on sandboxes?”
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Problem & Solution

Which version of Salesforce is your Org?

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.

Continue reading “Which version of Salesforce is your Org?”
Categories
CPQ Features

Salesforce CPQ & Billing and B2B Commerce Connector

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!

Continue reading “Salesforce CPQ & Billing and B2B Commerce Connector”
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Problem & Solution

Custom order of quote lines in QLE

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.

Continue reading “Custom order of quote lines in QLE”
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Best Practices

44 Interview Questions validating technical Salesforce CPQ knowledge.

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.

Continue reading “44 Interview Questions validating technical Salesforce CPQ knowledge.”
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Best Practices

CPQ Implementation Best Practices by Gilles Muys

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.

CPQ Implementation Best Practices by Gilles Muys

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