I am stuck at an issue in CPQ. Though I understand CPQ well, thanks to you and others who provided valuable tutorials, I am not able to resolve this issue. The issue is, I am trying to create an order programmatically upon save of a Quote. I've programatically checked the 'Ordered' checkbox. Upon save of the Quote, an order is not getting created. I manually unchecked and checked the quote and the Order shows up as related list. Do you have an idea on what the issue is? Thanks in Advance.
Hi, Thanks for the video. I'm new to CPQ but I know page layouts are quite configurable. My new product page does not include the block pricing field. Does this field need to be added by our consultant or can I add it to the page? Thanks in advance!
From the Product object setup, choose page layouts, click on page layout assignment and then assign to your profile the CPQ Product layout. Hope that helps! If you need additional assistance I would be happy to talk to you further, you can email me at ashley@itequality.com
Hello, I am wondering if you ever passed your CPQ certification? I am studying for it now, I am loving these videos, but I'm curious if you used any other material to help you prepare?
I will be taking it again this month, the exam has a lot of memorization and that combined with my test anxiety I have not yet passed. I will certainly post resources and I will make a new video as soon as I do!
Hey :) You need to go to Setup>Installed Packages>Configure(for Salesforce CPQ package)>Additional Settings>Product Results Group Field Name. For grouping with Product Family, choose Product Family ;)
Hi, Thanks for the videos! These are explained very well. I do have a question about pricing and wondering what you would recommend as best way to setup Product A minimum cost price is applicable $350 when the quantity is below 233,333 with a flat sale price of $1,250 Product A cost price is $.0015 (per quantity) when the quantity is above 233,333 with a sale price of $.014286 (per quantity)
![Price Waterfall | Salesforce CPQ Tutorial | Salesforce CPQ Training [Updated2024] - igmGuru](http://i.ytimg.com/vi/iNY1c2a02OI/mqdefault.jpg)
thanks for the video, how about a video on guided selling based on a custom field for the quote line?
Great suggestion! Thanks for your comment, we'll try our best in making a video on that topic.
I am stuck at an issue in CPQ. Though I understand CPQ well, thanks to you and others who provided valuable tutorials, I am not able to resolve this issue.
The issue is, I am trying to create an order programmatically upon save of a Quote. I've programatically checked the 'Ordered' checkbox. Upon save of the Quote, an order is not getting created. I manually unchecked and checked the quote and the Order shows up as related list.
Do you have an idea on what the issue is?
Thanks in Advance.
Hi,
Thanks for the video. I'm new to CPQ but I know page layouts are quite configurable. My new product page does not include the block pricing field. Does this field need to be added by our consultant or can I add it to the page? Thanks in advance!
From the Product object setup, choose page layouts, click on page layout assignment and then assign to your profile the CPQ Product layout. Hope that helps! If you need additional assistance I would be happy to talk to you further, you can email me at ashley@itequality.com
Hello, I am wondering if you ever passed your CPQ certification? I am studying for it now, I am loving these videos, but I'm curious if you used any other material to help you prepare?
I will be taking it again this month, the exam has a lot of memorization and that combined with my test anxiety I have not yet passed. I will certainly post resources and I will make a new video as soon as I do!
How did you get the Production selection screen to group by Product Family nicely like that?
Hey :) You need to go to Setup>Installed Packages>Configure(for Salesforce CPQ package)>Additional Settings>Product Results Group Field Name. For grouping with Product Family, choose Product Family ;)
Hi,
Thanks for the videos! These are explained very well. I do have a question about pricing and wondering what you would recommend as best way to setup
Product A minimum cost price is applicable $350 when the quantity is below 233,333 with a flat sale price of $1,250
Product A cost price is $.0015 (per quantity) when the quantity is above 233,333 with a sale price of $.014286 (per quantity)
can you please remove your self from the video just sound will be great thanks again
I'm sorry I can't do that for you, Please visit our website if you would like more detail. www.itequality.com