Salesforce CPQ Package Settings | EP2

Подписаться 107 тыс.

Просмотров 85 тыс.

50% 1

Session 2 : Salesforce CPQ Package Settings : The video covers the different Salesforce CPQ Package settings pertaining to Document, Group, Line Editor, Plug-In, Pricing and Calculation, Subscription and Renewal, Quote, Order and Additional CPQ settings.
0:00 Introduction
1:20 Agenda
1:35 CPQ Package Settings
2:29 Demo
15:17 Subscription Prorate Precision
22:20 Daily Prorate Precision Consideration
26:07 Demo 2
Check blog for more details for CPQ: www.apexhours.com/salesforce-...
#SalesforceCPQ
Please our other playlist
1) Salesforce Admin : • Salesforce Admin Training
2) Salesforce Developer : • Salesforce Developer T...
3) Salesforce Community Cloud : • Salesforce Experience ...
4) Salesforce Marketing Cloud : • Marketing Cloud
Follow us for upcoming session
LinkedIn : / apexhours
Twitter : / apexhours
Blog : www.apexhours.com/subscribe-us/
Twitter Amit Chaudhary : / amit_sfdc

Опубликовано:

3 авг 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 54

@apexhours 3 года назад

Check more details here www.apexhours.com/salesforce-cpq-training/. Learn & Win : You will get some gift prizes for people that complete the full course www.apexhours.com/salesforce-cpq-training-contest/ for Further learning check blog post www.apexhours.com/salesforce-cpq-package-settings/

@sumanthsf9819 3 года назад

Where does CPQ process come in execution order context ?

@KanavKhurana 5 дней назад

Brilliant job. Videos are to the point and beginner friendly. :)

@phyllisb344 3 года назад

I like the bite-size presentations, particularly when one is brand new to the topic. Plus the ability to come back a re-listen to the presentation is wonderful.

@apexhours 3 года назад

Thanks Keep learning

@salesforcecouple-sudhapras7930 3 года назад

Thank you so much for listening in, P Biermann! We specifically tailored our sessions with this in mind. Really happy you are enjoying the sessions!

@ellafedotova2370 3 года назад

@ApexHours. Episode #2, Package Settings, completed. Thank you! #ApexHoursCPQ

@apexhours 3 года назад

Keep watching

@Ravi-wh9ue 3 года назад

Great videos on CPQ! Easy to understand the concepts & functionality.

@apexhours 3 года назад

Glad you like them!

@salesforcecouple-sudhapras7930 3 года назад

Thank you for the feedback, Ravi!

@KRISHNAKUMAR-pg6hl 3 года назад

Thank you, a quick bite sized session, as we move along and do some more hands on, probably it would clear.👍

@apexhours 3 года назад

Noted!

@salesforcecouple-sudhapras7930 3 года назад

Perfect! That is exactly how we have set this up. As we move along, it will make more sense. Especially for the package setting video, it is recommended to come back and revisit as we move through the CPQ functions/features.

@dhivyap7201 3 года назад

Complex topic but explained very neatly .Thanks #ApexHoursCPQ

@salesforcecouple-sudhapras7930 3 года назад

Thank you, Dhivya P. Glad you found the session useful!

@apexhours 3 года назад

Glad it was helpful!

@indyillini Год назад

Some very thorough explanation of things like proration, but not enough time spent on things that need a bit fleshing out for understanding, as this is only the second part of the series, many things people won't be familiar with the settings or their meanings.

@gamingprince6610 3 года назад

Nice explanation

@salesforcecouple-sudhapras7930 3 года назад

Thank you, Preeti! Hope you enjoy the entire series!

@apexhours 3 года назад

Thanks and welcome

@bebusworld1545 3 года назад

Thank you for the explanation. What are the most commonly used proration method?

@apexhours 3 года назад

Depends

@lokeshpulla4825 3 месяца назад

Hi I have one query 1)After the newly created sandbox and refresh from production are installed packages are also installed automatically(like CPQ package, roll-up package etc...) in the sandbox or do we need to install manually in sandbox?

@snehaltupe9186 Год назад

Can u pl make video on Vlocity CPQ? and difference between Vlocity CPQ and Sf CPQ

@apexhours Год назад

Already available on our youTube

@shrigaurav5051 2 года назад

Can you please provide some PDF for the whole CPQ series?

@ambuprajapati5524 2 года назад

How can I turn off price prorator for subscription product?

@apexhours 3 года назад

CPQ Trail org developer.salesforce.com/promotions/orgs/cpqtrails

@shalomjim2825 Год назад

For the prorate decision, Monthly + Daily; 16Months? Considering that January 10 - April 9 makes that 16months?

@apexhours Год назад

Means

@subbukalyanam 2 года назад

can we go for certification after listening this playlsit on CPQ or do we need to take any additional sessions?

@manjubhingarkar1930 Год назад

need more prep

@umesh-umeshimprints 3 года назад

Any Trailhead module related to this session? If so Please share Link.

@salesforcecouple-sudhapras7930 3 года назад

Umesh, we have not seen any trailhead module on Package Settings. This is primarily foundational setup, as compared to the more functional aspects of Salesforce CPQ. You can, however, get all the info needed in the Salesforce help documentation at: help.salesforce.com/articleView?id=cpq_package_settings.htm&type=5

@apexhours 3 года назад

Check blog post we shared the link in Further learning www.apexhours.com/salesforce-cpq-package-settings/

@user-lj9ru9rw9m Год назад

Where do we find exact CPQ package from app exchange ? can you provide link here? that would be grateful

@mohammedazhar5250 3 года назад

Can we have multiple quote validity dates dependng on the customer or its tier?

@salesforcecouple-sudhapras7930 3 года назад

Mohammed, the package settings are global, so you can only set it at one place. I would recommend using the furthest out date as it would impact all the quotes. You may need to build separate functionality to lock down quotes on an earlier date per requirement.

@mohammedazhar5250 3 года назад

@@salesforcecouple-sudhapras7930 Thanks for your response. Can we use Apex or Javascript to build that additional functionality to achieve the ability to lockdown quotes at an earlier date depending on the requirement?

@salesforcecouple-sudhapras7930 3 года назад

@@mohammedazhar5250 I would probably recommend using config options like validation rules. Running triggers on quote lines is best avoided as the Salesforce CPQ package itself is running a lot of backend processes. Sometime we may not realize that we are breaking / altering default package behaviour.

@apexhours 3 года назад

Let us know if you need more help

@mohammedazhar5250 3 года назад

Thanks @Sudha @Prashant for the clarification. Let me try in the trial org and see if I need more help n feedback you 😊🙏

@ajaybondar7538 2 года назад

Can you make a video on localization in cpq???

@apexhours 2 года назад

soon

@arijit2275 2 года назад

What is the scope of Custom CPQ development?

@apexhours 2 года назад

Lots of job are available in market

@akshatsingla31 Год назад

Can a CA is suitable for this course??

@apexhours Год назад

If you know basic of Salesforce admin then yes

@carjackyti Год назад

when you say quote it sounds like code, please practice this word as it gets confusing.

@debmalyaray1997 2 года назад

in this course you donot have any kind of coding???

@apexhours 2 года назад

No coding

@devararajitha 4 месяца назад

Although these demos are very detail, the language that is used in explaining the concepts made it very difficult to understand some important information especially for "Use Legacy Calculator", "Contract Based and Asset based renewals". You could have simplified the explanation by giving examples. There is no clarity in concepts and its very confusing even after repeatedly listening multiple times.

@Sikho_With_Samir 3 месяца назад

Better prepare from Trailhead. No one can explain the way Trailhead explained each and every concept of CPQ. Whilst learning Salesforce if you rely on a RU-vid channel only, you will see farrago of distortions. 😅