Posts

Percentage of Total Pricing - Salesforce

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Hello Everyone, In my last article, we learnt about how a product can be priced using Block Pricing Today we are going to see how can we price a product as few percent price of other products in the cart. We will focus of following things while learning: What is Percent Of Total (POT) pricing? How to setup Percent of Total (POT)  pricing? Percent of Total pricing for Bundled & Non Bundled products? Please have a look at following Video Tutorial to learn how Percent of Total pricin can be setup using Salesforce CPQ. Non Bundled Product Bundled Product Please also subscribe to  SFDC Learning  to learn from the video tutorials. Feel free to reach out with suggestion/feedback. Regards, Mehul Parmar

Block Pricing - Salesforce CPQ

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Hello Everyone, In my last article, we learnt about how a product can be sold at  recurring  pricing in Salesforce CPQ. Today we are going to see how can we price a product based on quantity ranges defines . We will focus of following things while learning: What is block pricing? How to setup block pricing? Things to know while setting up block pricing? Please have a look at following Video Tutorial to learn how block pricing can be setup using Salesforce CPQ. Please also subscribe to  SFDC Learning  to learn from the video tutorials. Feel free to reach out with suggestion/feedback. Regards, Mehul Parmar

Selling product at Recurring Pricing

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Hello Everyone, In my last article, we learnt about how a product can be sold at  one-off  pricing in Salesforce CPQ. Today we are going to see how a product can be sold at recurring cost. We will focus of following things while learning: What is recurring pricing? How to identify the Products sold as recurring price? What are those know as In Salesforce CPQ? When will a subscription get created? How can we bill them?  Please have a look at following Video Tutorial to learn how recurring pricing can be setup using Salesforce CPQ. Please also subscribe to SFDC Learning to learn from the video tutorials. Thanks, Mehul Parmar

Selling Product at One Off Pricing

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Hello Everyone, Happy Diwali & Happy New Year to everyone. In my last article, we learnt about how a bundle structure can be created in Salesforce CPQ. Today we are going to see how a product can be sold at one time cost. We will focus of following things while learning: What is One Time Pricing? How to identify the Products sold as One Time Cost? What are those know as In Salesforce CPQ? When will an asset get created? How can we bill them?  Please have a look at following Video Tutorial to learn how one-off pricing can be created using Salesforce CPQ. Please also subscribe to my channel to learn from the video tutorials. Thanks, Mehul Parmar

Configuring a Bundle Structure - Salesforce CPQ

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Hello Everyone, Welcome again to my blog. The first step of moving towards implementing CPQ system is configuration of products those we wants to sell, isn't it? Today, we are going to learn about how bundle structure can be created in Salesforce CPQ. Configuring a bundle structure involves creating/setting values for different object's records. Following things can be involved while configuring bundle structure in Salesforce CPQ. Product  Product Feature  Product Options Option Constraints Basic bundle structure in Salesforce CPQ can be setup using above mentioned object records. Please have a look at following Video Tutorial to learn how bundle structure can be created using Salesforce CPQ. Please also subscribe to my channel to learn from the video tutorials. Thanks, Mehul Parmar

Summary Variable - Salesforce CPQ

Hello Everyone, Welcome again to my Blog. It's been silence from some time, but I am back with another interesting feature provided by Salesforce CPQ. In my previous blogs, we have learnt about Pricing Water Fall Model of Salesforce CPQ. Today we are going to learn about Summary Variable in Salesforce CPQ. Summary Variables provides a way to do mathematical operations on fields which can be used further in Price Rule, Product Rule and another Summary Variable.   Let's have a look at different fields available on Summary Variable object. Target Object : This defines the object that has the field based on which we wants to apply math. Following are the values we can select from: Quote Line Product Option Asset Subscription Aggregate Function:  This field is used to specify which mathematical operation we wants to perform on the selected field, Following are the different functions available: Sum : Sums the values of selected field.  Average : Calculates the average for the select

Pricing Waterfall Model - Salesforce CPQ

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Hello Everyone, Welcome again to my blog. In CPQ (Configure, Price & Quote) softwares, the most important part is Pricing. Without pricing a CPQ software is of no use, Agree? Today we are going to learn about the Salesforce CPQ Pricing Waterfall model and different price fields available on quote lines. Following diagram best represents the Pricing Waterfall model of Salesforce CPQ.   The above image depicts different price fields which gets populated by default or as a result of some discounting. Now, let us learn about each field. Note: In all the examples given below, we have taken an example of Subscription product but in order to avoid the confusion the prices getting calculated are shown without getting multiplied by subscription term. In real life, the pricing coming will be multiplied by whatever subscription term is defined at quote level. Original Price - This field will get populated by the price that we have specified on the price book entry.  Example: A company is sel