Salesforce Cpq ARTICLES

Dynamic approvals in Salesforce CPQ not working with delegated approvers? Discover potential causes and solutions in our blog.

Activate Multi-Currency in Salesforce to create quotes and calculate prices in various currencies. Learn how this aligns with Price Book Entries.

Learn key considerations for handling multiple approval chains and unchained rules in Salesforce CPQ Advanced Approvals.

One step in setting up Advanced Approvals consists of creating three buttons that let sales reps submit or recall a record for approval.

Create Approver records in Salesforce CPQ for individual users or groups, and set up dynamic approvers based on complex criteria.

Optimize your pricing strategy with Salesforce CPQ's Contracted Pricing. Learn key considerations for assigning negotiated prices to specific accounts.

Find out how to pre-select an option, or make it required, or even hide it completely from view depending on different conditions. All this is possible with the help of Selection Product Rules.

If you want to make sure that the approvers see the approvals pending their review from the Home Page, follow the steps outlined in this article.

The P of CPQ comes from pricing which is a very complex aspect of this triad. It is crucial that you understand...

Discover with us the different methods of applying discounts to prices that Salesforce CPQ offers which you can set on the quote line level, quote line group level, or quote level.

Ensure sales reps adhere to minimum product quantities in Salesforce CPQ. Learn how to enforce these requirements effectively.

Find out with us the differences between Configuration Attributes and Global Attributes and the roadmap to creating them.