CPQ Platform

Discover how effective user training transforms Salesforce CPQ projects, enhancing system adoption and driving business success.

If it's not tested, it's not working: Uncover the pivotal role of testing in Salesforce CPQ success, ensuring reliability and user-centric performance.

Learn how the Source Field impacts cloning and boosts efficiency in your CPQ operations in Salesforce.

Learn how to restrict price field edits in Salesforce CPQ. Discover the use of Price Rules and Javascript Plugins to lock price fields for specific profiles.

Understand how to adjust prices using the Block Pricing Field in Salesforce CPQ, leveraging custom fields to your advantage.

Discover the power of Salesforce CPQ with its special fields, custom fields created by admins to modify the platform's functionalities

Stay up to date with the latest Salesforce Winter '23 release features and improvements. Learn about custom address fields, flow and automation updates, and more in our comprehensive blog post.

The quote line editor interface supports different functionalities to make it as user-friendly as possible. For example, you can control what values appear in a picklist field depending on the product added to the cart without having the sales rep click on anything. 

Don't miss out on how FinTech challenges get resolved with Salesforce CPQ Capabilities.

Sometimes Salesforce consultants have to put on detective hats and investigate what happened on a specific quote. Were the changes intentional? Has the user interacted with the record? Or the updates happened as a result of an automation? The answers to these questions are hidden in "Last Date" fields and in two Salesforce CPQ package fields. These fields store date and time values for each record.

When working in the Quote Line Editor, different types of users might need to see different sets of fields either on the Quote level or on the Quote Line level depending on the type of quote, stage, or task they have at hand.

Have you ever wondered how to make sure that the sales reps are selling a product respecting the minimum quantity required? Find out with us how to enable this.

Before adding products to a quote, it's necessary to configure them first in order to determine how they behave in the quote line editor interface. Discover with us the different types of products available in Salesforce CPQ.

This article outlines the basic requirements for an effective CPQ data deployment.

Have you ever wondered which functionality to use in Salesforce CPQ? Product Rules or Price Rules? Let's take a deep dive together and discover their similarities and differences.

Discover with us what a Lookup Object is and how to set it up in Salesforce CPQ

Discover in our new blog post how you can use price rules in order to make sure that your partners receive discounts based on their Partner Level...

Find out how Salesforce CPQ can help you make sure that the correct number of any product is sold depending on the quantity of other products by using the powerful Price Rules...

Find out in our new blog post how you can empower your sales representatives with price rules in order to make sure that they have a speedier turnaround in creating quotes. And most importantly, this way, you work towards gaining your client's trust by offering them consistency and reliability when it comes to pricing...

Imagine your client wants their users to configure quotes in such a way that the quantity of a product is automatically updated depending on the quantity of another product. Find out how you can achieve this by creating a price rule in Salesforce CPQ...

If you want to have advanced features available for different pricing options, you should enable the calculation service in CPQ. Find...

Discover how Twin Fields, a powerful and helpful tool in CPQ, can help you achieve precise calculations and manage...

Custom actions are buttons that sales reps can click to perform an action in the quote line editor...