Sep 16, 2020, 3:30 – 5:00 PM (UTC)
Salesforce User Group, Indianapolis, United States
Configure...Price...Quote The demo will be CPQ Process Automation and Features, and how things are done a differently in CPQ vs SFDC. There are lots of demos on how to do things in CPQ, but nothing done at a high level to show a SFDC Admin the differences between CPQ and SFDC. Stick around for a fun game of Kahoot with the chance to win a certification voucher.
-Guided Selling/Quote Process
-Option Constraint
-Configuration Attribute with *Product Rule type Selection - Twice
*Product Rule type Validation (Done via criteria, not with a formula)
*Product Rule type Alert (Similar to a Validation Rule, but done as a JavaScript prompt)
*Custom Action Button and Separation (Done in the App, not via the Object Manager)
*Product Rule type Dynamic
*Price Rule applying, then removing a discount (Price Rules replace Process Builder on certain objects in CPQ)
-Term Discount Schedule
-CPQ Special Fields and Field Set modification and creation (common in CPQ)
-CPQ Block Pricing
*Price Rule field population with a Summary Variable (Price Rules also replace Roll-Up Summary on certain objects)
-CPQ Order creation. It's a checkbox after the Quote is Accepted
*CPQ Twin Fields. (These can also replace Process Builder one-way directional between certain objects)
Wednesday, September 16, 2020
3:30 PM – 5:00 PM (UTC)
| 3:30 PM | Welcome |
| 3:45 AM | CPQ with Brian |
| 4:15 AM | Kahoot it Up |
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