Blog

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16
Mar
Salesforce CPQ: Subscription Terms

The subscription service economy is on the rise nowadays. Find out with us why it's important to set up the Subscription Terms correctly, both on the product and on the quote in Salesforce CPQ.

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2
Mar
Salesforce CPQ: Types of Products

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.

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16
Feb
Salesforce CPQ: Conditional Quote Subtotals

Learn how to make the quote subtotals like Regular Total and Discount Total appear conditionally only when they are indeed necessary because a discount is applied and there is an actual difference.

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9
Feb
Salesforce CPQ: Order Generation

Find out about the four different ways of generating orders in Salesforce.

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2
Feb
Salesforce CPQ: Adding MDQ (Multi-Dimensional Quoting) Segments To A Product

Discover in this blog post how to show subscription products in the quote line editor as a single quote line with multiple segments representing separate blocks of time with independent quantities and discounts.

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26
Jan
Salesforce CPQ: Adding Quote Subtotals

Discover with us in our new blog post how to add more granular subtotals to your CPQ quote documents like list total, net total, regular total, and discount total.

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19
Jan
Salesforce CPQ: Customizing Quote Documents - Page Numbers

Learn how to further customize your CPQ Quote Documents and give them a more professional and organized look by displaying the page numbers according to your company's styling needs and by choosing the right paper size.

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29
Dec
Salesforce CPQ: Quote Line Editor

Learn more about the Quote Line Editor Interface in Salesforce CPQ, about the buttons and actions on the QLE and how to customize the field sets that display fields on the Edit Lines page.

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22
Dec
Salesforce CPQ: Overview of Key Quote Fields

Find out what initial information you should enter in the key fields when creating a quote and how to make the quote creation process as easy as possible.

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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.

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1
Dec
Salesforce CPQ: Data Deployment

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

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24
Nov
Salesforce CPQ: Creating Dynamic Custom Actions

Find out how to create a button on the Quote Line Editor in Salesforce CPQ to show only products you can sell to certain companies based on the Industry field on the Account record.

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