Updates

option constraint

Option Constraints

PolSource Pointers for Salesforce CPQ If you want a simple tool to control dependencies or exclusions of options within your bundle Salesforce CPQ is there for you with Option Constraint functionality. You’ll need to: Go to you parent bundle Product record and navigate to related list of Option Constraints Create new Option Constraint record –…
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percent of total

Percent of Total Product

PolSource Pointers for Salesforce CPQ With Salesforce CPQ you can introduce a more flexible approach to pricing! Make your Subscription Product’s price dependent on other products present on your Quote with Percent of Total configuration: You’ll need to: Go to the Subscription section of the Product record page For Subscription Pricing, select Percent of Total Set…
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service cloud voice after the first implementation

Service Cloud Voice: After Our First Implementation

Written by Dave McCall, Service Cloud Director at PolSource Before the release of Salesforce Service Cloud Voice, I wrote a series of thoughts about what the product might be able to do. But imagining a product’s capabilities based on the marketing and actually implementing that product for a customer are often very different things. I’ve…
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configurable product

Configurable Product

PolSource Pointers for Salesforce CPQ Have a product that requires configuration? Well with Salesforce CPQ, it’s easy! You’ll need to: Go to the Configuration section of the Product object For Configuration Type, select whether it should be: Allowed (means the user can configure it, but isn’t forced to) Required (means the user is forced to…
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renew product

Renewal Product

PolSource Pointers for Salesforce CPQ Have a product that you’ve quoted, but want it to change when it gets renewed? For example renewing a free trial to a paid subscription? Well with Salesforce CPQ, it’s easy! You’ll need to: Go to the renewals section of the Product object (remember you’ll need CPQ installed and have…
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craftsmanship

What a Boutique Partner Can Offer: Craftsmanship

Written by Dave McCall, Service Cloud Director at PolSource A year or so ago I wanted a connected speaker for my living room that would pass my wife’s aesthetic test. Nothing I found was pretty enough. I did some research online and decided that I could probably figure it out. You see, I have some…
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subscription product image

Subscription Product

PolSource Pointers for Salesforce CPQ Have a subscription product that you want to create and quote for in Salesforce? Well with Salesforce CPQ, it’s easy! You’ll need to: Set the subscription pricing. Is it a fixed price or is it a % of another product? Set the term. Remember – the final price of the…
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consumer goods cloud for social responsibility

Using Salesforce Consumer Goods Cloud for Social Responsibility

Written by Jon Parker, Consumer Goods Practice Lead at PolSource The level of social responsibility as a result of COVID requires all organizations to increase the amount of connected anywhere capability.  As we emerge into the new normal, we are realizing that all workers are mobile workers especially at consumer goods companies.   PolSource is leveraging…
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little ones blog image

So you’re still on lock-down with little ones…

Written by Lindsey Gad, Global Marketing Manager at PolSource I’ve been a 100% remote employee since joining the PolSource team in June of 2019, so the transition into pandemic times was easier for me than most. But while I may have the ideal home office setup and stellar WFH skills under my belt, nothing could…
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align digital marketing and customer service

NOW is the Time to Align your Digital Marketing and Customer Service!

Written by Michael De La Vega, Sr. Director, CX Strategy and Service Transformation at PolSource The following is a true story.  The names have been changed to protect the innocent.  Actually, this happened to me, I’ve just always wanted to write that. For months, I have been trying to buy my favorite sanitizing spray.  It’s…
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