CPQ

How to Configure Products in Quote line. (Salesforce CPQ)

In this blogs/article we learn how to Configure Products/Product bundle in Quote line.  Condition 1:                          If Configuration type = Required                          Configuration Events = Always                          Then Product always Configurable. /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Condition 2 : If Configuration type = Allowed                            Configuration Events = Always                           Then Product always Configurable. Condition 3  : If Configuration type = Allowed                            Configuration Events = Add                            Then Product was only one time Configurable. Condition 4 : If Configuration type = Allowed                            Configuration Events = Edit                            Then Product direct view on Quote line and we can reconfigure from                                               Quote Line. Condition 5 : If Configuration type = Disabled                            Configuration Events = Always                            Then Product never Configurable.

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How to add Products in Quote / Quote line. (Salesforce CPQ)

In this article we learn How to add Product in Quote CPQ Step 1 : First we go to Quotes tab in our CPQ Org and click on it. After that select any one Quote from the available Quotes. Step 2 : Click on Edit Lines to add Product. /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Step 3 : Now we click on add Product. And then you can select one or more Products from your Product List. Step 4 : Click on Select button . Step 5 : Now click on Save button to Save your Product in Quote. I hope it may be help you to Add Product in Quote.

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How to create ProductBundles in CPQ. (Salesforce CPQ)

In this blogs we learn how can we create Product Bundles in CPQ. A “Product Bundle” refers to a group of related products or services that are sold together as a single package. Bundling is a common strategy in sales and marketing to offer customers a convenient and often discounted way to purchase multiple items that complement each other. Here’s how bundles work in CPQ. Now we learn How to create Product Bundle in CPQ : Step 1: Click on the Product tab of CPQ org then click on New button. Step 2: Now we enter the name of our product in the Product Name and checked Active field. Step 3: Product Code – Enter the code name of the Product and then click on Save button. /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Step 4: Now we set the Price of the Product, for this click on the Related tab. And than go to the Price Book and click on the Add Standard Price tab . Enter the Price of the Product has been added And click on Save. Step 5 : In this way we make all the Product related to the Bundle. Ex. : Charger, temper glass etc. Step 6 : Now we click on the Related Tab in the main Product and click on the new button of its Option fields. And then fill the data according to given example.Then click on the Save button. Step 7: Similarly, we add all the remaining Products in the Bundle. I hope it may be help you to Create Product  and Product Bundle in CPQ.

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How to create Custom Actions Button. (Salesforce CPQ)

In this Blogs we learn how to create Custom Actions button in CPQ. Step 1: Click on Salesforce CPQ App Launcher and search Custom Action after that click on Custom Action. Step 2: Click the new button to get a dialogue box. Step 3: Fill all fields like the example given below and save it. /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Step 4: After that click on the related tab and click on the search filter Step 5: Click on the new button and fill given below field like the given example  Step 6: Save it. Your button gets ready.  I hope it may help you to create a Custom Action button in CPQ.

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