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In order to generate a Contract in Salesforce, you either select the "Contract" checkbox on the Opportunity record or the "Contract" checkbox on the Order record. Find out more about the underlying implications.

Find out with us how Renewals and Amendments interact within Salesforce CPQ after a Contract is generated.

We previously wrote a blog post on troubleshooting Configuration Attributes, and now it's time to update our list.  

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. 

Contracted Pricing within Salesforce CPQ is a convenient way of storing and applying immediately negotiated prices and discounts for individual accounts. We have written previously about Contracted Prices Considerations, and we must update our list with a new item.

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.

Approval conditions test to see if approval is needed for certain records by comparing two things.

Approval Variables are an Advanced Approvals object. Simply put, they are a number that represents the result of evaluating multiple records and can be compared to roll-up summary fields.

If Dynamic approvals within Advanced Approvals package for Salesforce CPQ don't work with delegate approvers find out in this blog post what might be causing this issue.

Activating Multi-Currency in a Salesforce environment enables you to create quotes and calculate prices in different currencies. Read more about how these align with Price Book Entries.

Salesforce Winter'22 Release comes with five enhancements that will increase your salespeople's productivity. Discover them with us.