Click Quotes in the navigation bar, then choose the All list view. Click Q-00035. Click Edit Lines. Click Add Products.
Full Answer
How do I create a quote for a product?
In the Quotes section (bottom of the page), click Quotes . Click New Quote and enter the details. Click Save . Now refresh the section to see the new quote, open it, and make some changes. Click 60 Cell Ground-mounted Panels to open the quote. In the Quote Line Items section, click Edit Products . Click Save .
How do I allow multiple orders in Salesforce CPQ?
If you ever need to check or change the Allow Multiple Orders setting, just navigate to Setup, search for Installed Packages, click Configure on Salesforce CPQ, and click the Order tab. Here you find the Allow Multiple Orders checkbox.
How does Salesforce CPQ handle unordered quote lines?
Salesforce CPQ is smart enough to know to create a separate order with order products based on only unordered quote lines. For this reason, you only select the Ordered checkbox one time in the sales process: when you want all remaining unordered quote lines to go into a single order. Notice there are now two orders in the Orders related list.
Can I add MDQ subscriptions to a quote?
By default, all MDQ subscriptions are added to a quote as segments, but it’s also possible to add them as “normal” subscriptions. This is great if MDQ sales are rare.
How do I add multiple products to Salesforce?
Below mentioned are the steps to create a process to add multiple products to an opportunity upon adding an individual Master Opportunity Product....Add a Package of Products to an OpportunityClick Add Object Select the Opportunity Product from the list.Under Start the process, select when a record is created.Click Save.
How do you make multiple quotes?
Before you set these up, go into the system and enable quotes....Enable QuotesFrom Setup, enter Quotes in Quick Find, and then select Quote Settings .Click Enable .On the Page Layout Selection, select Opportunity Layout .Check Append to users' personal related list customization .Click Save .
How do I group products in Salesforce CPQ?
From Setup, in the Quick Find box, enter Installed Packages , and then select Installed Packages. Find the Salesforce CPQ package, and then select Configure. Click the Additional Settings tab. From Product Results Group Field Name, choose the field you want to group your product search results by.
How do I add a product to CPQ Salesforce?
Step by Step Guide to Create Product Bundle in Salesforce CPQ Navigate to the Products Tab and click New, Enter all the necessary information. ... Go to the related List of products, then go to the price book and add list price and Set Active checkbox to True. Create Optional Products and add Pricing.More items...•
How do you make a product quote?
How to Create a Quote in 5 Easy StepsAn itemized list of goods and/or services requested by the client or customer.Prices for each item including labor costs, taxes, and discounts.Disclaimers on the scope of the product or project.Company branding in the form of a logo or letterhead.
Can you create quotes in Salesforce?
To add a line item to a quote: Click Add Products in Lightning Experience or Add Line Item in Salesforce Classic in the Quote Line Items related list. If no price book was selected on the opportunity, select a price book for the quote. Otherwise, the quote uses the opportunity's price book.
What is bundle product in Salesforce CPQ?
Bundles are nothing but collections of products that are offered together. Bundles may be pre-packaged, allowing no modifications or they may be configurable which is mostly the case with Salesforce CPQ, allowing the user to determine the structure of the bundle.
What are product bundles in Salesforce?
A bundle is a product with optional features or components that you want to include on a single quote line.
How do I create a nested bundle in Salesforce CPQ?
To create a nested bundle, assign a bundle product to the Optional SKU field of an option record. When users configure the top-level bundle, they'll see a configuration icon on the quote line for the option containing the second bundle.
How do you create a product rule in CPQ?
Create Products and a Quote Scope Product Selection RuleNavigate to the Product Rules tab and click New to create a new Product Rule. ... Click Save, navigate to the Product Rule's Error Condition Related list and click New. ... Click Save, navigate to the Product Rule's Actions Related list and click New. ... Click Save.
How do I create a product rule in Salesforce CPQ?
Create a Selection Rule to Hide an Irrelevant OptionClick Product Rules from the navigation bar.Click New.In the Product Rule Name field, enter Hide Installation .For the Type field, choose Selection.For the Scope field, choose Product.For the Evaluation Event field, choose Load. ... Check Active.More items...
How do I use product rules in Salesforce CPQ?
Product Rules in Salesforce CPQGet Started with Product Rules. ~15 mins.Put Conditions on Rules. ... Decide When Rules Evaluate. ... Make Rules for Specific Bundles. ... Control Options with Selection Rules. ... Discover Other Ways to Use Selection Rules. ... Use Data from a Custom Object to Drive Rules. ... Make a Dynamic Bundle with Filter Rules.
Enable Quotes
From Setup, enter Quotes in Quick Find, and then select Quote Settings .
Create a Quote and Sync It to an Opportunity
Now create a quote and sync it to the Saito - Ground-mounted Panels opportunity.
Create a Quote and Create PDF
Next, create a second quote, edit the quote line items, and create a PDF of the quote.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Why is multidimensional quoting important?
Multidimensional quoting allows sales reps to pack in more information about a subscription over its duration. It’s important that your customer can see those MDQ details when they receive a proposal.
Can you use MDQ with bundles?
One last thing to note: Any product that is used as the top level of a bundle cannot be enabled for MDQ. That said, MDQ products can be included within bundles as options. Setting up and selling MDQ subscriptions is easy, but there’s even more you can do to take MDQ to the next level. You learn how in the next unit.
Can CPQ create a special table?
Third, you can have CPQ create a special table for each MDQ subscription. It creates a column for each segment, much like how it appears in the Quote Line Editor. Keep in mind that a page is only so wide, so this option works best with fewer segments.
Introduction to Salesforce
Salesforce is a Subscription-Based Software as a Service (SaaS) Offering for Customer Relationship Management. It helps Organizations manage the whole Customer Sales Pipeline from acquiring Leads, grooming them to converting and servicing them.
Understanding Salesforce Quote Object
Objects are Salesforce’s way of storing your Organization’s Data. A Salesforce Quote Object denotes a Customer’s Sales Quotes. A Sales Quote is a formal offer of your Products or Services to a particular Customer Detailing.
Creating and Managing Salesforce Quote Object
Working with Salesforce Quote Object starts with enabling the Quote Object for the required Page Layout. We will begin by enabling it for the Opportunity Layout.
Conclusion
Salesforce Quote Object is a critical step in converting an opportunity to a Customer. The ability to define Templates and send the Quotes directly from the Opportunity Objects makes the whole process of Customer Interaction very smooth.
What is Salesforce CPQ?
Your Salesforce CPQ-enabled org uses the legacy version of the Create Order button. There is a newer, Lightning-specific Create Order button that automatically populates the Account and Quote fields, making order generation even easier. To use the new version, you must first enable My Domain in your org, but leave it disabled when completing modules on Trailhead for CPQ.
Can you separate percentage of total from quote lines?
Instead, you have to check the laser printer, which will auto-select the toner and paper tray. Similarly, Percent of Total (PoT) quote lines can’t be separated from the quote lines that they’re related to. As a reminder, PoT quote lines are priced by adding together the value of other quote lines.
Customize the MDQ Layout
As you saw in the previous unit, when you add an MDQ product to a quote, CPQ puts it into a special interface that has fields in a column layout. As an admin, it’s easy to change which fields are included. Let’s add the End Date field to the layout so that it appears right below Start Date.
Accounting for Partial Segments
In the MDQ examples so far, we’ve had perfectly sized subscription terms so that each segment was a full year. In the real world, you sometimes need to sell subscriptions that have odd lengths like 18 months. So, how does CPQ break 18 months into two segments?
Custom Segments
You may remember seeing a field on the Price Dimension record named Type when you set up the VPN License product to support MDQ. You left it as “Year” then, which forced CPQ to create year-long segments.
One-time Price Dimensions
While MDQ is mainly used to split a subscription into pieces, it has one more trick to offer. Imagine that anytime you sell a VPN License, there’s a one-time $20 setup fee for the customer regardless of subscription length, and this fee can’t be discounted. You can do that and more using MDQ one-time price dimensions.
Learning Objectives
Not Your Typical One-Dimensional Deal
- While multidimensional quoting (MDQ) sounds straight out of science fiction, it’s really just breaking a long subscription into smaller pieces, in order to treat each piece differently. For example, you might have a 3-year subscription and you want to discount only the first year. Or maybe you want to change the subscription quantity of just the last year. Sales reps like this flex…
Proposal Options
- Multidimensional quoting allows sales reps to pack in more information about a subscription over its duration. It’s important that your customer can see those MDQ details when they receive a proposal. CPQ gives you three out-of-the-box ways to present MDQ subscriptions to your customers. The first treats the multiple quote lines like any other, so they appear as rows in the l…
to Mdq, Or Not MDQ
- It’s great that we can sell VPN Licenses in yearly segments, but what if we have a quote that doesn’t need special treatment for a given year? In that case, it’s possible to convert an MDQ subscription into a normal subscription with the click of one button. 1. Click Quotesin the navigation bar. 2. Click Q-00034. 3. Click Edit Lines. 4. Click the m...
Resources
- Salesforce Help: MDQ Products
- Salesforce Help: MDQ Products in Quote Documents