Business Scenario: We need to create a Product bundle with a New Quote, Before this, we need to create a parent product with Features & Options, and select at least one product from the options & set a default quantity for the options in the parent product. No Integration required. The Product model represents a product data model in Salesforce CPQ. QuoteWerks is used by companies of all sizes looking to streamline their current sales quoting process in order to provide their customers with detailed and professional sales quotes and proposals. In addition to product rules, Salesforce CPQ price rules help control quoting and optimize sales. Salesforce CPQ customers range from small to enterprise organizations, spanning high-tech, manufacturing, HLS, and more. Interact with the configurator (spin, add features, materials, colors, etc.) Product Features: Product Options having similar functions can be grouped together using a Product Feature. Price rules automate price calculations and update quote line fields. The product rules make it possible for the sales rep to put together the products every time, improve your selling experience, and prepare accurate quotes with a combination of product rules. Provide quotes faster, control pricing, and win deals with Salesforce CPQ. In this demo video, you'll learn about the three most popular types product rules for CPQ: valedation, alert, and selection. Functional cookies enhance functions, performance, and services on the website. ... Find the Salesforce CPQ package and click Configure. This is for “number of” products. Salesforce CPQ does use the same Product, Pricebook, and Pricebook Entries objects, as well as, the Opportunity Product object, but then it goes way beyond that in its capability – with 66 custom objects, its own set of fields, configurable settings, and logic. and have those configurations passed to the Salesforce CPQ line items Custom product configurations and Bill-of-Materials are shareable and retrievable so buyers can share custom documents, QR codes and saved designs 7 CPQ Software Features You Can’t Ignore 1. Allows users to sort product features by category. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual. Product Search Plugin. Verenia for NetSuite lives inside your existing NetSuite ERP or CRM. Without the ability to visualize what the final product is, you run the risk of missing the mark and failing to meet customer expectations. Close the Setup browser tab to return to the Salesforce CPQ app. Available in: Salesforce CPQ Winter ‘21 and later The Recommended Products plugin lets customers use their own product recommendation service in Salesforce CPQ, together with product search, search filters, favorites, and guided selling. Easily help reps select the right products and services with a step-by-step configuration wizard. Salesforce CPQ is transformed your business model with a unified quote-to-cash solution. With Salesforce’s lightning-fast Quote to Cash tool, close deals in a matter of minutes, if not seconds!! Now that you have a Trailhead Playground with Salesforce CPQ ready to use, let’s jump right in and create a bundle for the Home Security Console. **This has been updated to reflect the changes made by Salesforce to exam contents to further explain additional sections of the CPQ package. Salesforce CPQ Electronic Signature Plugin Note: This release is in preview. Although CPQ’s Summer ’20 release was delayed due to COVID-19, it’s well worth the wait. Understand the CPQ Process: Serve customers faster, minimize errors and delays, and ensure performance data has maximum impact on the company. Quote-to-Cash Solutions: Configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity. Features described here don’t become generally available until the latest general availability date that Salesforce … Salesforce CPQ customers range from small to enterprise organizations, spanning high-tech, manufacturing, HLS, and more. With Salesforce CPQ you can build quotes, proposals, and contracts to meet the requirements of any number of situations—set your terms and conditions to static or dynamic, attach datasheets, add a partner to a sale, show or hide component pricing, or group products by family. This feature is useful if your business contains products that change in response to the presence of other products on your quote. Always a pacesetter in this arena, Salesforce hosts a CPQ tool set within its Sales Cloud to address and rectify a gaping hole in the CRM hull -- sales quotes that are either inaccurate or too slow in delivery.. Salesforce CPQ features are aimed squarely at this common issue, taking up the challenge of speeding up the quote process without increasing the odds of inaccurate pricing. Now we update the two features, Chargers and Service, to use the new category. Click 6" Smartphone. Create rules and preconfigured solutions to streamline complex sales cycles and boost product add-on attachment rates. Next, we delve into other significant features of Salesforce CPQ. However, in case of very comlex bundles it would be great to further organize possibilities of choice trough introduction of "subfeatures" or "nested features" just like it's done with Nested Bundles. Salesforce CPQ helps We have created a field called 'Additional Instructions' which is CPQ Special Field. This is a set of 10 products that should always appear together whenever your sales reps add the Home Security Console product to a quote. Available in: Salesforce CPQ Summer ’16 and later: Name Type Description; record: Product2: The record that this model represents. Basic features free ##No minimum users ##Premium B2B CPQ features include guided selling, volume pricing, product bundles, target discounts, selector/configurator, upsells, addons & more##Quote accurately, efficiently & profitably in Salesforce TODAY For example, we can update the Storage feature on the Laptop to help sales reps choose the appropriate option for their customer. Do you want to master Salesforce cpq? Close the Setup tab and return to the Salesforce CPQ tab. Make your purchase decisions only on the basis of generally available products and features. Salesforce CPQ is an effective Sales tool that assists your reps to sell faster and smarter while accelerating your revenue exponentially. Hours, Views, Impressions, Calls, Incidents, Visits, Bandwidth, and many many more. Salesforce CPQ. Product Options: A Product Option record for each sub-product to assign it with the bundle product.One Bundle may have many Product Options. Features are extremely useful when creating bundles. KBMax & Salesforce CPQ Features The leading end-to-end solution. Product Bundle in Salesforce CPQ. Salesforce CPQ customers range from small to enterprise organizations, spanning high-tech, manufacturing, HLS, and more. The Unofficial Salesforce CPQ Specialist Study Guide I wrote this guide based on my own experience studying and passing the Salesforce CPQ Specialist exam. Product Features Product Rules. instructionsText: String: Instruction label for the feature. This feature is for when you have a product that is usage based! Model different deal scenarios for complex quotes using predefined pricing and … Features are defined as the categories for the bundle, and the options are defined as the components. Salesforce CPQ delivers automated sales quoting 5 to 10 times faster and easier to deploy than traditional CPQ applications. Available in: Salesforce CPQ Summer ’16 and later: Name Type Description; record: SBQQ__ProductFeature__c: The record that this model represents. Click Products in the navigation bar, then choose the All Products list view. The Feature model represents a product feature data model in Salesforce CPQ. ... Salesforce CPQ applies the modified search immediately upon entering the product search screen, so the initial group of searchable products is already filtered. It has a wide range of prebuilt features like pricing & discount schedule and guided sales that help businesses scale with ease as their sales process evolve. Safe harbor - results are not guaranteed. Salesforce CPQ customers range from small to enterprise organizations, spanning high-tech, manufacturing, HLS, and more. Click Products in the navigation bar, then choose the All Products list view. Visual Product Configurations. options: OptionModel[] A list of all available options for this product. Advanced Features Of Salesforce CPQ #1) Understand Product and Price Rules. With out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, you can save your sales reps' time while turning around accurate, branded proposals at greater speed all without leaving Salesforce. A Quick Overview Of Salesforce CPQ Key Features Product Configuration Features: CPQ allows in creating product bundles with features and options. Salesforce CPQ enables sales reps to pinpoint up-sell and cross-sell opportunities and make good use of the product catalog within Salesforce. Click the Related tab. Rating: 4.3 / 5 (40) A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. There are a few things you need to do before you begin quoting with Usage-Based Products. All NetSuite customer or prospective customer needing a seamless Cloud CPQ and eCommerce solution. Feature in Salesforce CPQ allows users to limit the selection of Options on the Option Selection page of Edit Lines.Features are created on the Product records and are applicable to the Option Level.A Feature can be associated to more than one Option in the Option record through the Look up field in the Option record. Now you can add help text to the AdditionalInstructions field on any feature. People want to see what they’re buying—it’s that simple. Here is how to install Salesforce CPQ package in your Salesforce org. From the Features related list, open the dropdown menu for Chargers and click Edit. The most easy-to-use solution to visually configure, price, quote and manufacture highly-configurable products. In part 1 we covered the more general Sales Cloud features and in this post we’re going to deep dive into the CPQ features. Products: The bunch of product as well as all the sub-products included in the bundle.. CPQ: Add "subfeatures" in Product Bundles. Web-based CPQ solution for all businesses which helps with incentive optimization, deals management, product catalogs, sales processes and more. Use the Recommended Products plugin to recommend related products based on the existing products on a quote. This is a big release for CPQ – more flexibility around the processing of rules in the product configurator is something we have been voting up on Ideas for a long time. 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