Product Selection

27

Jan

Revenue Cloud: Custom Product Name - One Field, End-to-End Impact

Customer-specific naming should not force duplicate SKUs. See how to keep your catalog clean while keeping customer-facing names consistent across the lifecycle.

30

Aug

Salesforce CPQ: Hiding Products

There are scenarios when a product needs to be hidden (disabled) from Product Selection/Configuration. Let's take a look at some examples.

16

Aug

Salesforce CPQ: Summary Variable Use Case

Automatically add products if customers don't have active subscriptions in a Product Family (e.g., Software) using a summary variable and product rule.

9

Aug

Salesforce CPQ: Product End-of-Life Scenario

Learn how to handle End-of-Life products in Salesforce CPQ. Decide if a new product replaces it or if it's only available for amendments and renewals.

8

Dec

Salesforce CPQ: Setting Default Custom Actions

Discover with us how to make the user's experience as efficient as possible by reducing the number of buttons they have to press when starting a new quote.

24

Nov

Salesforce CPQ: Creating Dynamic Custom Actions

Learn to create a dynamic button in Salesforce CPQ's Quote Line Editor to display products sellable to companies based on a certain field on Accounts.

13

Nov

Salesforce CPQ: Conditional Search Filters

Find out with us how to add a search filter dynamically in Salesforce CPQ and make it appear conditionally based on certain business requirements.

20

Sep

Salesforce CPQ: Guided Selling

Find out how Guided Selling from Salesforce CPQ can make your selling process more efficient by asking questions...