Usage Based Products in Salesforce CPQ

Usage-based Products are the ones if we price the products applying predefined rates based on the usage or future consumption. This is for the “number of” products. Hours, Views, Impressions, Calls, Incidents, Visits, Bandwidth, and many many more. There are a few things you need to do before you begin quoting with Usage-Based Products. To …

CPQ Trailhead Modules

Here i am posting the Trailhead chapters for basic modules which we can practice in Trailhead. CPQ Platform CPQ Platform BasicsCPQ BasicsQuotesProductsPricesPDF QuotesContracts and RenewalsCPQ FeaturesLead-to-Cash LifecycleProduct rules and Price RulesOrder Management Bundle Configurations Configurable BundlesConfigure Sales ProcessConfiguration Types and EventsConstruct BundlesBundled Quote LinesOrganize OptionsFeature User ExperienceConfigured CodeUse Case on BundlesCreate a Configurable Bundle with …

Subscription-based Products in Salesforce CPQ

A subscription product is a product that has some recurring payment element to it, whether it be a monthly payment or an annual subscription. Tracking which customers have subscription-based products is one of the major highlights of Salesforce CPQ, and is worth considering for any organization with recurring renewal opportunities. Continue reading to learn how …

Products in Salesforce CPQ

What is a Product in Salesforce? Product creation is very first step for implementing CPQ-based Salesforce. This blog post will help you understand the what is product and types of products A standalone product can be a service, a software license or a physical product that is sold as a one-time fee. The customer pays for such …

Quote Line Editor (QLE)

The core of CPQ is Quote & Quote Lines. Quote Line Editor is the user interface Salesforce CPQ provides the Sales Reps to add or remove products, apply discounts and markups, and calculate prices for their quote. The quote line editor interface is where you can view your quote lines and make changes across the …