Tag: pointers

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Exploring Salesforce CPQ Discount Schedule

PolSource Pointers for Salesforce CPQ Do you want to apply discounting on your Products? With Salesforce CPQ Discount Schedules you will be able to do so for volume-based and term-based discounts, as well as discounts applied directly on Product’s cost. You’ll need to: Go to Discount Schedule Object and create new record Give your Discount…
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Exploring Salesforce CPQ Product Features

PolSource Pointers for Salesforce CPQ Group options within your bundle into nicely organized, user-friendly sections with Salesforce CPQ Product Features. You’ll need to: Go to you parent bundle Product record and navigate to related list of Product Features Create new Product Feature record – the Configured SKU will be filled for you automatically with your…
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option constraint

Exploring Salesforce CPQ 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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Exploring Salesforce CPQ 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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