Contracts In Salesforce CPQ

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  • Опубликовано: 30 окт 2024

Комментарии • 16

  • @techproductowner
    @techproductowner 3 года назад

    Thank you for the very informative video. .is there any way to do hands on sales for contract management tool for a new Bie

  • @arvindpc5741
    @arvindpc5741 3 года назад

    Good Video. Thanks for that. Could you please tell me where the actual contract document is generated? The video shows only the salesforce contract record.

    • @SalesforceCPQ
      @SalesforceCPQ  3 года назад +1

      Out of box only contract record created not document. For additional document's functionality you can use conga documents or CLM

  • @pratikshajadhav2579
    @pratikshajadhav2579 3 года назад

    Really great information Sir, Thankyou for the video

  • @pallerlapradeep9955
    @pallerlapradeep9955 4 года назад

    If I add one more subscription based product to the existing quote lines, why it is not reflecting under subscriptions related list of that associated contract? Could u please clarify this.

  • @brahmareddy7048
    @brahmareddy7048 4 года назад +1

    Nice video. Could you please do a video on multi-currency & localizations and CPQ package deployment

  • @mamatharao2127
    @mamatharao2127 2 года назад

    My quote line items are not getting copied to opportunity product lines though I have a subscription product. What can be the issue?

    • @SalesforceCPQ
      @SalesforceCPQ  2 года назад

      Check if you marked them as optional on the product level.

    • @mamatharao2127
      @mamatharao2127 2 года назад

      @@SalesforceCPQ no it is not

    • @SalesforceCPQ
      @SalesforceCPQ  2 года назад

      @@mamatharao2127 Is it happing for all? or any specific product ?

    • @mamatharao2127
      @mamatharao2127 2 года назад

      @@SalesforceCPQ I did not have the start date and subscription term defined in quote. Resolved now. Thanks very much.

  • @alvinsarkar9783
    @alvinsarkar9783 3 года назад

    Its not mandatory to have Subscription to generate a Contract.. For staff aug scenarios how will you do ?

    • @SalesforceCPQ
      @SalesforceCPQ  3 года назад

      It is mandatory, without subscription you won't get contract created in system. Assets will be linked to account directly

  • @anilkumarsahu8546
    @anilkumarsahu8546 5 лет назад

    you are not using agreement object?