What will you learn in this chapter?

In this chapter, you will understand the core concept of salesforce CPQ, the main reason behind the formation of salesforce CPQ, and how it helps the business generate more sales and revenue. In other words, you will understand how one organization can utilize the salesforce CPQ to its maximum benefit.

How will this chapter help you?

The chapter will help you understand CPQ from the most basic level. It will guide you through the complex structure as well as working of CPQ software to get deeper insights into it. You will also understand why businesses are incorporating the software and the utility it brings to the table.

Understanding Salesforce CPQ

CPQ is an acronym for configure, price, and quote. Your consumer relationship management framework (CRM) can be extended with CPQ software to develop a streamlined sales method for your business. It also facilitates, accelerates, and organizes the overall distribution operation.

Configure Price Quote (CPQ) is a robust and user-friendly business tool that speeds up the sales operation while cutting down on logistical time. It enables companies to boost turnaround times, increase selling success rates, and improve total revenue.

When it comes to tracking orders, consumer records, and creating updates in the final phases of the sales cycle, sales departments often focus on databases, spreadsheets, and email.

Rather than going on to the next contract, they spend the majority of their time on non-productive tasks, including prospecting, marketing services, and goods, sending proposals, and arranging appointments.

Businesses can customize goods, price orders quickly, and save time with easy and reliable quotations using Salesforce CPQ (configure, price, and quote). One of the essential features of CPQ is the potential to render sales representatives’ lives simpler.

Furthermore, it automates a deeply dynamic distribution mechanism to boost sales teams’ effectiveness and performance. Salesforce CPQ enables you to fully use the resources of Salesforce Sales Cloud to quote more efficiently, close transactions quicker, and streamline the order-to-delivery phase.

How does Salesforce CPQ help business?

Salesforce CPQ applications can help the sales staff and also the business in a variety of ways. Let’s take a closer peek at some of Salesforce CPQ’s most impressive features:

1. Improve performance and sales efficiency:

By simplifying and automating a robust pricing plan and implementation lifecycle with Salesforce CPQ, the company can overcome the most challenging market problems.

2. Build quotations and ideas quickly:

Salesforce CPQ has outstanding models that enable you to combine the sales method with various applications and tools to increase sales effectiveness. It helps you make more intelligent and sound business judgments.

3. Increase contract size:

Salesforce CPQ keeps track of the customers’ needs and recommends the best product and service combinations. This allows sales representatives to cross-sell, up-sell, and acquire new customers while expanding the consumer base.

4. Eliminate price and contract mistakes:

Salesforce CPQ walks you through the phase step by step and teaches the sales representatives along the way. This platform also keeps track of both regulation and market changes, which improves accuracy.

5. Guided selling:

With the aid of guided selling, Salesforce streamlines and improves the selling phase. Guided selling is an innovative feature that enables salespeople to enter prospective details into a tool and create ideal product offerings focused on the specific needs.

Package settings in salesforce CPQ

What will you learn in this chapter?

This chapter will mainly focus on the various settings available in the salesforce CPQ and how each stage interacts with different dimensions of the salesforce package. Not every organization needs all the settings enabled, and this choice of selection helps you deal with that.

How will this chapter help you?

In this chapter, you will grasp the difference between various tabs in the package settings in the Salesforce CPQ system. This chapter will guide you through the most basic levels of configuring your package with the help of package settings. Some of these settings might be new for you, but once you are done with the chapter, you will understand the utility of each of them.

Package settings available in CPQ:

• To update settings throughout the whole package, go to the Salesforce CPQ Settings Editor.

• Enter Installed Packages from Setup and then choose Installed Packages.

• Click Configure when you’ve found the Salesforce CPQ package.

After clicking configure, you will find the below-mentioned settings. Let us briefly understand what each of them includes and how it affects your CPQ package:

1. Settings for the Document Package:

Document page options control how CPQ quotation documents are created, distributed, and stored. It contains settings related to document location, translation, format, and whether you want the sales reps to view the document name or not.

2. Package Configuration as a Group:

Group package settings manage the name and arrangement of your quotation’s quote line groups and solution groups. Subtotal groups let you subtotal or divide products independently.

3. Package Options in the Line Editor:

The quote line editor’s package settings control its arrangement, appearance, and sales rep accessibility.

4. Package Options for Plug-ins:

Optional plugins that increase CPQ functionalities may be integrated with Salesforce CPQ using plugin package settings. In this tab, you can reference the appropriate custom script name related to that plugin.

5. Settings for Pricing and Calculation Packages:

The pricing and calculation package options control how CPQ bids are priced. You can select options for calculating immediately using the code line editor, and it automatically makes changes to the file. Remember to save the file after using these features as automation only makes immediate changes and is not responsible for saving.

6. Settings for Subscription and Renewal Packages:

Subscription package options control how Salesforce CPQ handles subscriptions, renewals, amendments, and contracts. There are two modes of renewal model that are either contract-based or asset-based.

7. Settings for CPQ Quote Packages:

Quote package parameters control how quotations are created and maintained within the Salesforce CPQ. This setting also has a feature to change the quote validity date, which is by default set to 30 days. 

8. Settings for CPQ Order Packages:

Order package options control how CPQ orders are created. This allows sales representatives to split a quote line into multiple orders. It’s important to note that this setting is available only in salesforce CPQ plus.

9. Optional CPQ Package Parameters:

Additional package parameters control salesforce CPQ’s functioning. In this setting, you can control aspects like theme, third-party configurator, triggers, etc.

CPQ quote line editor

What will you learn in this chapter?

This chapter will mainly focus on the editing feature of the CPQ. The segment is divided into two parts. In the first one, you will learn about various buttons to use in the CPQ editor. The next segment mainly focuses on the steps through which you can add fields to the quick line editor.

How will this chapter help you?

This chapter will benefit you in multiple ways. By the end of this chapter, you will have a clear idea of how to add additional fields to the quick line editor. You will get information about various fields and the purpose in the CPQ line editor.

Using CPQ quote line editor:

To open the quote line editor, select Edit Lines on a quote record. The quote line editor allows you to see all of your quote lines and make changes to them all at once or individually.

Several buttons are available in the quote line editor to assist you in creating your quotation.

Add products:

This menu may include regular buttons as well as custom actions generated by your Salesforce CPQ manager.

Calculate:

Salesforce CPQ performs pricing computations on your quotation, taking into account all applicable pricing and product regulations. After making modifications to your quote, click this option to recalculate the pricing.

Delete Lines:

You may select many lines and then erase them all at once by clicking this button. You will see this button only if your Salesforce CPQ manager has enabled it.

Groups:

Adds line item groupings to your quotation.

Quicksave:

Without closing the quote line editor, it saves your modifications.

Reset discounts:

All user-applied discounts will be reset.

Save:

Return to the quote summary page after saving your quote line modifications.

Adding fields to quick line editor:

You may examine all of your quote lines in the quote line editor and make changes to the whole quote or individual lines. It allows you to add and delete goods, apply rebates and price hikes, and compute pricing for the goods on your quotation. Here are steps to add fields to the quick line editor:

1. Enter Objects in Setup, then click Objects.

2. Select Quote Line from the drop-down menu.

3. Find Line Editor in the Field Sets linked list and click Edit.

4. Fields can be added as well as deleted from the fieldset.

5. You must add the columns that are referred by the search screen to the quotation line editor if the field is a lookup field with a lookup filter. One of the below approaches may be used:

• Create a custom field set named ReferencedFields and add the fields referred by the lookup filter to it, or add them to the Line Editor fieldset.

• The ReferencedFields fieldset is referenced by the search function.

NOTE: The field portion of the quote line editor only displays the first eight fields in your field configuration. More fields may be added to the fieldset, but they are not visible in the quote line editor.

The use of search filters and custom actions in salesforce 

What will you learn in this chapter?

In this chapter, you will understand the basics of custom actions that help the sales reps make any changes to their file. You will also learn about the need for a search filter in the quote line editor along with custom actions. 

How will this chapter help you?

This chapter will help you grasp the idea behind two significant salesforce aspects and probably the most used features. They are custom actions and search filters. Custom actions help the user perform specific acts, whereas after learning about search filters, you will see how sales representatives manage their big chunk of data by using just a few clicks.

Understanding custom actions in salesforce:

Custom actions are keys that sales reps may press in the quote line reader, configurator, and other information pages to execute a specific action. Sales representatives may, for example, choose to display a filtered portion of your cost sheet or send users to an internal or external Link.

Depending on where the customized behavior occurs in the Salesforce CPQ, various activities are possible. For example, in the quote line editor, custom activities can erase lines, add a quote line party, or save the quotation and switch to an internal or exterior tab.

The configurator’s custom behavior will load an internal or external file and add edit laws. Custom contract decisions may be used to modify or upgrade the contract.

For your custom operation, you may build requirements and connect them with the Conditions Met domain. If your action has requirements, Salesforce CPQ won’t reveal it unless your quote satisfies certain conditions.

Your custom behavior will also have search filters. As a sales representative selects the specific operation in the quotation line editor or configurator, the search filter parameters are used to filter items.

Assume that individuals prefer to sort items by family, such as Hardware or Software. To begin, go to Setup and go to Object Manager to change the label picklist on the custom object plan to provide “Add Hardware” and “Add Software” choices.

Then, in the Quote Line Editor, build the accompanying keys that proceed to the Product Selection tab. When the consumer hangs over the personalized action icon, it’s a smart idea to add a definition.

Important:

• In the quote line editor, Salesforce CPQ allows for a limit of five custom activities.

• The Large Quote Threshold requirement is not supported by the Add Recommendations custom operation.

Understanding search filters in salesforce:

The search feature in the quote line editor can be used to filter items, properties, and subscriptions based on their field values. It may also be used in combination with Actions, which must be listed in the Search Filter record’s corresponding sector. If this field is left vacant, the filter is universal.

In the quote line editor, click Add Items, then click the filter icon to bring up the search filtering box. By extension, you can check for products using the Code Number, Model Number, Commodity Family, and Product Information fields. Through modifying the commodity object’s search filter field package, you can add and delete regular and custom fields from every search filter.

Understand this better through an example. A custom Industry area has been added to your item. You want to use this value to process goods. Create a search filter using the configuration below.

Select Product as the target item.

Choose an industry as your target field.

Operator: Select Contains.

Display Order: This amount specifies where the latest filter is placed in the search filter box in relation to other search filters. The new filter is placed under the numbered values with blank values. When many search filters have blank values, the filters are sorted alphabetically.

Filter Value: Until the user enters some text, add a text value that scans and filters automatically. Set this attribute on IT if the Industry sector values include “IT – Software,” “IT – Hardware,” and “Agriculture,” because the customers can just look for IT goods.

Hidden: Choose this option to hide this filter from the UI. Search requests are also aided by hidden filters. If you don’t want users to realize that search results are small, fill this field with an existing filter meaning.

How to do guided selling when salesforce professional provides a quote

What will you learn in this chapter?

In this chapter, you will understand the concept behind the guided selling, which takes place through CPQ. You will understand why guided selling is necessary for sales representatives and how it saves their time by automating several processes along the way.

How will this chapter help you?

This section will help you understand when sales representatives are attaching items to a quote, providing a question that questions them about the kinds of products they like. You will also learn how Salesforce CPQ analyzes their feedback and displays a selection of items that complement their responses on the Add Products tab.

Guided selling through CPQ:

Guided sale, as introduced in CPQ, is a method that raises questions regarding the customer’s preferences depending on the accessible product range. It’s achieved by making a prompt that, as a seasoned sales representative, questions sales representatives about the kinds of items they choose to apply to the quotation and their requirements. Since Salesforce CPQ analyzes their feedback and shows a selection of items that complement the responses, the alternatives are reduced down from several choices. “Guided selling” is the term for this process.

Create a guided-selling method for the Quote Process object and place it in the Quote Process area of your quote or quote line party. When you first press Edit Quotation Lines on the quote, the Directed Selling message appears. When you press Add Products in the quote line viewer or inside a quote line category, the message appears then as well.

You should also let the sales representatives choose from a picklist in the quotation line editor which prompt they want to use.

These elements are present in a guided-selling method.:

Quote process: This object specifies the appearance of the prompt and how it adds objects depending on user feedback.

A similar list for method inputs is included in the quote process log. The guided sale prompt displays these documents as queries and potential responses. Each query is represented by a process input.

A similar list for process input parameters is included in the process input log. You may set process input requirements such that the guided sale prompt only displays the process input while other process inputs are set to a certain value. If you choose to build a dynamic led sale prompt that leads users down multiple paths depending on their desires, this function is helpful. It also keeps your directed sale prompt ordered by just displaying the questions that are needed.

Let’s have a peek at some of the more relevant fields for each of these products.

Default:

If you have several quote loops in an order list and want one of them to be the norm, check this box.

Auto Select Product:

Salesforce CPQ applies the commodity to the quote if the guided sales prompt returns just one commodity.

Guided Only:

Only the guided-selling request allows users to browse for and install items. The filter panel key is blocked when users visit the Product Selection page for a quotation involving this quote procedure.

Product Configuration Initializer:

Lookup a specific Visualforce page that sets the true or false value for package choices. The initializer is applied to every packaged item that the guided-selling prompt screens for distribution in Salesforce CPQ.

Sort Order:

Set the order in which this quoting method appears in your quote procedure picklist. If your quotation has many quote processes, just use this section.

Let’s understand this with the help of an example. Assume the customer buys mattresses in a variety of fabrics and sizes. Three styles of mattresses are available in the client’s stock catalog, each with a different firmness setting and scale. Salespeople want a user experience that cuts down on the time it takes to choose the right thing. Instead of manually selecting from a catalog of 36 items, a guided-selling method allows sales representatives to sort products by content type, texture settings, and dimensions.

CPQ products

What will you learn in this chapter?

In this chapter, get to learn about the many types of salesforce CPQ products. These product heads help you set up your items to meet the price and selling requirements. You will also get an idea of numerous product pricing methods that are beneficial in marking your product accurately.

How will this chapter help you?

This chapter will help you understand the different types of products, configure them with various prices based on contract, etc. You will be able to modify your items’ prices and apply multiple discounts or markups by the end of this chapter.

Types of CPQ products:

1. Product Bundles:

A bundle is a package that includes extra features or elements that you wish to put on a single quotation line.

2. MDQ Products:

In the quote line editor, you may display a fixed subscription service as a single quote line divided into pieces. Every sector involves a time unit (quarter, month, year, or custom) and has its pricing and quantity from the rest of the line. These are known as MDQ (Multi-Dimensional Quoting) products. They’re important if you need your sales staff to be able to price individual units of time inside a subscription in considerable detail.

3. Product Subscriptions:

Subscription items, like yearly assistance subscription, are services that operate for a specified length of time. Billing, prorating, and co-terminating licenses on agreements and renewals are all automated using Salesforce CPQ.

4. Usage-based products:

Predetermined prices for future usage of the commodity or service you’re offering are used to evaluate and price your items. The price rises in pace with consumption, lowering early acquisition barriers and increasing income. You may set up multiple price rates depending on use volume and specify your use units.

5. Incorporate images into product records:

To connect an internal or external picture with a product record, use an equation field. This picture is used in product search engine results, quotation papers, and the quote line editor. During the quotation preparation process, images assist your sales staff in providing examples to clients.

Prices involved in CPQ products:

1. Overview of Product Pricing:

Sales representatives may add a variety of price reductions to their quotation lines in Salesforce CPQ. You just have to find out when and how discounts are applied.

2. Block Pricing:

Block pricing allows you to price a commodity-based on numerous distinct size categories. When a salesperson adds that commodity to a quotation, Salesforce CPQ looks at where it fits in the volume range and adjusts the quote line’s pricing appropriately.

3. Cost-and-Markup Pricing:

Instead of a list price and a discount, set a price depending on the item’s cost plus a markup.

4. Bulk Pricing:

Price module and additional package product alternatives based on size range with fixed quantities.

5. Contract Pricing:

Sales representatives can also utilize quote line rates from their initial or subsequent quotations within that contract’s account when they construct a contract. When your sales agents have bargained a price for an item and wish to keep utilizing that price after signing a contract, this practice is known as contractual pricing. On new quotes, extension quotes, and modification quotes, Salesforce CPQ applies the agreed pricing.

6. Guidelines for the Field of Effective Quantity:

The effective amount field for a quote line provides the actual amount used by Salesforce for determining the price for that quoted line. 

The effective amount differs from certain things, such as quote lines from block-priced items or altered quotation lines.

7. Allow Users to Choose Their Product Prices:

Allow sales representatives to either create their price or pick a pricing technique for each commodity record when custom pricing is enabled. Representatives may then do things like establish product pricing that isn’t included in the typical discount and markup sections.

8. Permissions Pricing:

Pricing permissions for your users may need to be customized depending on your preferences and your company’s internal procedures.

Product Bundles

What will you learn in this chapter?

You will learn the meaning of product bundles in salesforce CPQ along with the data that it includes. In addition to it, you will be able to become familiar with the methods to create and add bundles to the specific files and the guidelines related to them.

How will this chapter help you?

This chapter will help you in several ways. It will help improve your overall understanding of product bundles and teach you how to create and edit a bundle and its specific files.

Understanding product bundles:

Consider buying a computer and the many combinations and accessories you’d need to put one together. Bundles in CPQ are majorly used when a firm has such a commodity. Bundles can help the sales agent to see all the data related to a single commodity in one place and allow the admin to impose constraints or limitations on how that package is built. A bundle is just a grouping of pieces that constitute a commodity.

In Salesforce CPQ, creating a bundle product entails establishing the following records:

A bundle parent: The bundle is the parent product.

Options: The goods influence the bundle pricing in the bundle. You may think about them as bundle parent’s descendants. If you click the Bundled checkbox for an option, it does not add to the bundle pricing.

Features: You can uniquely choose selection constraints for commodities in the same category using the Min Options or Max Options fields, like “choose one or more” or “choose 3 of 5.”

Option restrictions: Use constraints to limit how users combine options.

Configuration values: A field takes shape upward or down the list of product selections in the config variable.

Five steps to create a bundle:

• Go to the Products section of the menu. Select New from the drop-down menu. Call your product anything you want; I’m naming mine Bundle Product, and I’m not inserting any other fields on this page for now. To save and add a price, select the Save & Add Price option.

• Make some goods that will be the parts of your package. Even if your “products” aren’t really Products, you’ll need to add them as Products if you want them to showcase as free parts in the editor. Scroll down to the Product Options linked list on the Bundle Product and select New Option.

• You’ll want to enter a Number here, which will be the sorting order value, and then pick the Optional SKU, which will be the secondary Products you generated in earlier methods.

• Set the fields Configuration Form, Configuration Events, and Option Style in the Package Product field. These will determine when and how the user may see and alter the products, as well as the appearance of the Options.

• Finally, you’re ready to put your skills to the test. Open a quote and pick your Bundle Product from the Edit Lines menu.

Five steps to add bundle specific files:

Consider the situation when you need to show particular fields on a product that aren’t viewable on other objects. Field Sets, a Salesforce out-of-the-box feature that consists of groups of fields for distinct objects, may help you do this at a fast pace. They function with the standard and the custom fields and may be built for both regular and unique objects.

The procedures given below can be followed to establish a fieldset:

• Enter Object, choose Objects, and then Product Configuration from Setup. Make a fieldset for your product or feature.

• You can build many new fieldsets, but you can only use one bundle-specific data set at the moment.

• In the Configuration Field Set field of the item, and then enter the API names of additional field-sets as inputs.

• Look for the bundle parent package that will house your unique fieldset.

• Modify the field set for the set-up of the product to one of the data sets you generated in Step 2.

Guidelines involved in bundles:

Name of the Feature:

Give your feature a descriptive name.

The number:

Establish how this feature is ranked in relation to other aspects in the linked list of the parental product record.

SKU that is configured:

This feature’s SKU is the quantity of the package that contains it. If you generated this function from the package product’s summary page, this form will be filled up automatically.

Optional Minimums:

Set a lowest number of choices that must be included in the product bundle for this function.

Maximum Choices:

Specify the highest number of selections that you may choose as part of the commodity package for this feature.

Schedule of Discounts:

Look for a Discount Program that covers all of the possibilities for this feature. Any discount schedule set on the item option’s commodity record is overridden by this value. It does not overrule the product option record’s discounting schedule.

Category of products:

If you wish to arrange many features under a single tab in the configurator, assign a feature to a category.

Method of Choosing an Option:

• Select how users will be able to add goods or choices to the feature.
• Checkboxes: Each option has a checkbox next to it.
• Add: Choices do not display in the function until the user clicks Add Options from the Option Query and chooses from the possible choices.
• Users may add goods from a different dynamic page.

Option Constraints

What will you learn in this chapter?

In the set, you will learn about open constraints and the need for them in the Salesforce CPQ. You will get an idea about various fields contained in the option constraints and the use, along with the example.

How will this chapter help you?

This chapter will help you get a brief idea about the option constraint setting in the Salesforce CPQ. Through various fields and subfields, you will grasp the usage and flexibility of option constraints. It will also help you understand the need to hide unnecessary things for the benefit of the sales representative.

Understanding open constraints:

You could find open constraints a very important setting in including a product choice in your bundle but not allow your sales agent to pick it until they have selected a different one. This option ensures that they do not sell it to a consumer who does not have the first choice to make use of it. Once Salesforce CPQ enables the selection option, your rep may decide whether or not to use it depending on the customer’s requirements. You may also make one option unavailable for selection in relation to another. Sales staff, for example, could not use American power cords in a package if the gear they’ve chosen required European power cords.

These are the fields you get while working with option constraints:

1. Check Prior Purchases:

Constricting choices are evaluated just on the quotation you’re modifying by default in Salesforce CPQ. When you choose this option, Salesforce CPQ considers previously bought items off the restricting choice on the parent profile of the quotation. These items must be commodities or current contract subscriptions.

2. Constrained Option:

Look up which option Salesforce CPQ allows or disallows.

3. Constraining Option:

Lookup the option that controls whether the Constrained option is enabled or disabled in Salesforce CPQ

4. Configured SKU:

(Required) The bundle’s SKU number contains this option. If you generated this function from the package product’s detail page, this form would fill up automatically.

5. Group of Option Constraints:

If you have numerous restrictions targeting a restricted option and want all of its restricting alternatives to be selected, use this field. In this situation, Salesforce CPQ chooses the restricting options from all constraint records with the same Option Constraining Group value.

Here is an example to make you understand these options in a better way:

You sell software packages and a software stack that includes your rights and also a variety of alternatives for each subscription. When a salesperson selects the data security licensing option, you need the configurator to provide a more comprehensive teaching class available for selection. Your sales agent may then give teaching as a choice to the client, but they don’t have to choose it if they have already used the product.

Construct a restriction with the below-mentioned area in your bundle parent.

• Name of the constraint: Data Security Software Training Class

• Option with Restrictions: Look up the product option record for your user training class.

• Option for restraint: Look up the product option record for your data security license.

Special Fields and Twin Fields

What will you learn in this chapter?

In this chapter, you will learn about two very crucial aspects of salesforce CPQ, and they are twin fields and special fields. You will focus on the application of the twin field and its usage, along with the special field and its parameters.

How will this chapter help you?

This chapter will help you in understanding the benefits of twin fields and how it helps the sales reps and eases their workload. The special field will teach you about its various fields and the usage of each type of parameter.

Understanding twin fields:

Salesforce CPQ and Salesforce billing support field mapping between some attributes on the CPQ and Pricing objects. Twin fields are the name for those fields. The process of transferring an item from one column to the next is called mapping. This happens as a result of some CPQ/billing automatic steps. For instance, to place an order, build an invoice, or renew or amend a term.

Twin fields enable the storage of critical information on crucial CPQ and billing objects at each CPQ/billing process level. A quotation with quote lines reflects something that has not yet been decided upon with the client, and it will alter when the client accepts your offer. When you obtain the things from the quotation, you would want to remember that data. First and foremost, you need it as a reference in the future.

So, given the information above, let’s get started building a twin field.

Create a new Text field on the Quote Line object named Attribute with the similar field name as your initial field.

You’re now ready to put it to the test! Fill up the Attributes with some information, then build a Quote for that Product. Then go over to the Quotation Line and have a look!

The following are the cautions to this clever trick:

• Always double-check the compatibility of the two things you wish to utilize.

• Do not duplicate the __c part of the title into the field labels when establishing the twin field on the following entity — this will break the link.

Understanding special fields:

Admins may also leverage Salesforce CPQ’s sophisticated functionality by manually creating highly precise preconfigured custom fields. These attributes will enable extra capabilities or change the behavior of some features if they are built with a specified API Name. These fields are referred to as “Special Fields.” Some of the special fields in salesforce CPQ are:

AdditionalDiscountUnit: This picklist field’s selection will affect the volume of an extra discount provided on the Quotation Line. Percentage, Currencies, Measure, and Sum are the usual picklist settings.

AdditionalInstructions: Build a textual field with this title and fill it in on a Product Feature element to show the customer the instructions text while customizing the package.

ApplyAdditionalDiscountLast: Last in the pricing cascade, apply the ‘Additional Discount’—-Internal Pricing Logic.

ApplyPartnerDiscountFirst: The member discounts off the List Price are calculated first, followed by any automatic discounts, and finally, any intended further discounts.

ApprovalsArchived: When using advanced approvals, this parameter may be set to one to avoid clearance entries from being erased from the approval processes Related List.

ChannelDiscountsOffList: It calculates all reductions off the List Price in a non-sequential way.

ContractedAccountID: Enables you to fill in Salesforce Login credentials from a Salesforce account that has a Contractual Price you’d want to utilize. For instance, if you have to put up a line of logic “use the explicit Contracted Price regardless of whether this Quote is direct or indirect,” this is how you do it.

ContractGroup: This feature is used to aggregate agreements on an account into a unified renewal possibility for renewal and co-termination.

CustomActiveContract: In a renewal procedure, this field specifies which contracts are used as active.

EditLinesFieldSetName: Multiple columns for data on the Edit Lines page are dynamically shown, depending on the user or quotation. Instructions are found on the Dynamic Edit Lines Page. Set up the EditLinesFieldSetName field to apply multiple fieldsets in various circumstances if you want users to view various fields or columns on the Edit Lines page depending on the kind of user or kind of quotation.

HeaderFieldSetName: The quote line editor constantly shows quotation lines dependent on the kind of client or quotation. Instructions may be found in the Quote line Editor under Dynamic Display Salesforce CPQ Quote Parameters. Set the HeaderFieldSetName field to apply multiple fieldsets in various circumstances to present various quote fields depending on the kind of user or kind of quotation.

To use HeaderFieldSetName to dynamically display Quote fields, the field type must be a picklist or formula. When the field type is set to Rich Text Area, the functionality does not operate.

OverageRate: This allows you to provide an overage rate for block pricing, which is determined by subtracting the difference between the block’s minimum quantity and the amount specified for that line item from the block price.

ProrateAmountDiscounts: This allows you to set up quotations such that the total quotation cost equals the reduction per piece of number and reduction per piece of the term.

QuotePrimaryPartner: By looking at the Partner record labeled Primary in the partner Opportunity’s Partner Roles linked list, Salesforce CPQ determines the Quote-level Primary Partner record.

CPQ attributes

What will you learn in this chapter?

In this chapter, you will grasp the concept of attributes featured in the Salesforce CPQ application. There are different sets of fields in these attributes that the user may define while setup. You will focus on those fields and the functionality of each of them.

How will this chapter help you?

This chapter will help you in making sense of all the types of fieldsets in attributes. You will comprehensively understand the benefit and utility of features and how it saves time for salespeople.

Understanding attributes:

Configuration attributes is a fantastic feature that allows users to enter a value straight into a bundle’s config file. Instead of having different SKUs for all manageable styles and types, a firm can have its items, and sales staff may define them during setup, making work much more straightforward. The information for the picklist fields defined on the product choices is stored in configuration choices, which act as a carrier or a gateway. 

When using these settings, keep the following fields in mind:

Apply Immediately: On both the Configuration Parameter and the Item records, the Apply Immediately field is present. When an update is made to a certain feature, this field ensures that rules are applied instantly.

Apply to Product Options: This property may be brought down to the product options using this field. If it’s ignored, it mainly affects the package owner and has no effect on the bundle’s item selections.

Auto-Select: When salespersons add a commodity from a variable set to this bundle, Salesforce CPQ looks to check if the product has a column that meets one of the feature’s setting parameters. If the two fields are similar in nature and the item’s area has a number, the attribute takes that value.

A few fields affect where the config attribute is placed:

• First, there is the Row Order, which is a numeric field.

• Then there’s the Column Order, which is a three-option picklist field: 1 for the left column, 2 for the middle column, and 3 for the right column.

• The Position field chooses if the configuration property is shown above (Top) or below (Bottom) the alternatives (Bottom).

• The Feature field is only used for placement and allows you to define the section wherein the Setup Parameter should be put. The configuration value is shown within the feature when it is defined; if it is not associated with a specific feature, it is shown outside of the attributes. Regardless of where you place the configuration attribute – within or outside a feature – bear in mind that it still takes the bundle as a whole, not just a particular feature. It doesn’t limit the configuration variable to product options in a feature, and it still enables the user to have several attributes in the same feature.

Target Field: Remember that the API name of the field you defined on the Product Option object must be included in the Destination Group picklist entries on the Configuration commodity. As a result, while adding an attribute record, the customer will be able to pick it.

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