What is guided selling in Salesforce CPQ?
Salesforce CPQ reviews their answers and shows the Add Products page with a list of products that match their responses. We call this process “guided selling.” Create a guided-selling process with the Quote Process object and add it to your quote or quote line group’s Quote Process field.
How does Salesforce CPQ work with process input fields?
If the field is a picklist, the process input’s selectable values match your picklist’s values. For any other type of field, Salesforce CPQ shows a text box below the process input question. Salesforce CPQ evaluates how this field’s value compares to the user’s answer to this process input relative the operator field.
How do I create a guided selling process?
We call this process “guided selling.” Create a guided-selling process with the Quote Process object and add it to your quote or quote line group’s Quote Process field. The Guided Selling prompt appears when you click Edit Quote Lines for the first time on that quote.
What are guided selling options?
Guided selling options are based on your business rules and logic, so you can guide sales rep to be meet the needs of your customers and your business. Delight your customers. Simplify the selling process for your sales reps and make sure they’re connecting the right products to the right customers.
What is the CPQ custom object that you use to configure Guided Selling?
What is the CPQ custom object that you use to configure Guided Selling? To configure, add the sort order field to the quote process page layout. Then, add the quote process field to the line editor field set in the Quote Line Group object.
What is guided selling process?
Guided selling is a process that helps potential buyers of products or services to choose the product best fulfilling their needs and hopefully guides the buyer to buy.
What are the limitations of Salesforce CPQ?
Salesforce CPQ Reduction Orders LimitationsInclude percent of total lines when you reduce a covered asset.Include bundle components when you reduce the parent bundle.Create price schedules.Consider the price calculation status when you activate an order.Create a contract, subscription, or asset.
What could potentially prevent Salesforce CPQ from generating an order from a quote?
1What could potentially prevent Salesforce CPQ from generating an order from a quote? A. There are no one-time products as quote lines.
How will you implement guided selling in Salesforce CPQ?
0:312:47Guided Selling with Salesforce CPQ - YouTubeYouTubeStart of suggested clipEnd of suggested clipCpq. First create the process input fields or the questions to be asked during guided selling.MoreCpq. First create the process input fields or the questions to be asked during guided selling. Navigate to the object manager in setup. And select the process input object. Here.
What is guided selling in Salesforce CPQ?
Create a prompt that asks sales reps about the types of products they want when they're adding products to a quote. Salesforce CPQ reviews their answers and shows the Add Products page with a list of products that match their responses. We call this process “guided selling.”
Is Salesforce CPQ easy?
Salesforce CPQ is one of the best CPQ platform when I compare it with other CPQ platforms I used in my previous organization. Its smooth integration with Salesforce sales cycle and quotation process proved it to be a simple yet powerful tool for our marketing and sales team.
Does salesforce need CPQ?
Salesforce CPQ is typically a good fit when: Product pricing relies on complicated Excel worksheet formulas. Extremely dynamic terms & conditions. Mix of wholesales, professional service sales, partner distribution resells, subscriptions, volume-based discounting. Very complicated approvals process or legal review.
How do I activate my CPQ order?
Click Activate to set your order's status to Activated and lock the record from field edits. You can invoice or contract your order only while it's activated. Click Deactivate to return your order to draft status and make further field edits.
What are Salesforce orders?
An order is an agreement between a company and a customer to provision services or deliver products with a known quantity, price, and date. Your Salesforce admin determines whether you add orders to contracts or accounts.
Which is a benefit of Salesforce CPQ quizlet?
Salesforce CPQ automatically prorates prices to co-terminate the subscription with the contract.
Salesforce CPQ Guided Selling
Many successful Sales Reps don’t just sell products, but they guide their customers in selecting the right products to buy. Guided selling in Salesforce CPQ enables this. With guided selling, users can quickly and easily sort through a large product catalog to find what exactly they are looking for
Learn & Win
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Further Learning
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The Plan
A while back I spent some time playing with Salesforce CPQ Guided selling and related plug-ins for advanced product search. The documentation around these features was a tad lighter than I would have liked, and there were a few ‘gotchas’ along the way.
Quick Background and Scenario
Guided Selling perhaps could more accurately be known as ‘Guided Filtering’, as it allows a more advanced product filtering approach through progressive and/or dynamic setting of values.
Set Up Quote Process
The first thing we’ll do is create a Quote Process record. This will be the container for our Guided Process. Give it a clear name as you may end up with many different processes.
Lay Out Products and Classify Factors
The next step will be to classify our products based on different characteristics. This will allow us to break our Quote Process into what are known as Process Inputs, which are essentially the Questions we are asking during the Guided Selling Process. In our example, we have two types of Computer: Desktop and Laptop.
Apply Properties to Products
Based on our questions, we really have only two properties that we need to make sure are represented on our 4 types of Computer. Property 1 is Mobile vs. Stationary, and Property 2 is Gaming vs. Work.
Foundational Work – Process Inputs Metadata
Process Inputs are the Inputs we will provide in the Guided Selling Screen – effectively these are the questions that we will ask the user to guide the filtering. Before we can create the records, we have some further setup to complete…
Create the Questions – Process Inputs
OK, now we can finally create the Process Input records themselves. To do so, we use the Process Input related list on our Quote Process, and create New. We put an Input Name, and the all-important Label – this is what shows up in the Guided Selling interface. We next put the Display Order (the vertical ordering we want for our questions).
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What is guided selling in Salesforce?
Guided selling helps new reps get up to speed quickly. You can create a set of questions that prompt your sales reps to enter simple customer data, like company size or industry. Based on their responses, Salesforce CPQ guides them to the most appropriate product and package selections
What is guided selling?
Instead, you can simplify the product selection process and minimise the time it takes to create a quote. Guided selling options are based on your business rules and logic, so you can guide sales rep to be meet the needs of your customers and your business.
The Plan
- A while back I spent some time playing with Salesforce CPQ Guided selling and related plug-ins for advanced product search. The documentation around these features was a tad lighter than I would have liked, and there were a few ‘gotchas’ along the way. As a result, I thought it would be valuable to walk through the processes in a mini-series around different CPQ configuration tools…
Quick Background and Scenario
- Guided Selling perhaps could more accurately be known as ‘Guided Filtering’, as it allows a more advanced product filtering approach through progressive and/or dynamic setting of values. For our example, we’ll use Guided Selling to filter down Computer offerings for a customer with no previous experience buying a computer (I’m going for a veeerrrry common scenario here ).
Set Up Quote Process
- The first thing we’ll do is create a Quote Process record. This will be the container for our Guided Process. Give it a clear name as you may end up with many different processes. ‘Auto Select Product’ is a checkbox you can set so in the case where only 1 product is returned by the filter, CPQ will automatically select it for configuration or addit...
Lay Out Products and Classify Factors
- The next step will be to classify our products based on different characteristics. This will allow us to break our Quote Process into what are known as Process Inputs, which are essentially the Questions we are asking during the Guided Selling Process. In our example, we have two types of Computer: Desktop and Laptop. We have two types of each – Gaming Desktop or Work Desktop…
Apply Properties to Products
- Based on our questions, we really have only two properties that we need to make sure are represented on our 4 types of Computer. Property 1 is Mobile vs. Stationary, and Property 2 is Gaming vs. Work. Based on a combination of the 2 resultant answers, we can arrive at the Computer to recommend for further configuration (what we’ll cover in the next part of this mini-s…
Foundational Work – Process Inputs Metadata
- Process Inputs are the Inputs we will provide in the Guided Selling Screen – effectively these are the questions that we will ask the user to guide the filtering. Before we can create the records, we have some further setup to complete… The first thing we need to do is add our new Product field api names as picklist selections on the Input Field and Product Fields of the Process Input. Not…
Create The Questions – Process Inputs
- OK, now we can finally create the Process Input records themselves. To do so, we use the Process Input related list on our Quote Process, and create New. We put an Input Name, and the all-important Label – this is what shows up in the Guided Selling interface. We next put the Display Order (the vertical ordering we want for our questions). Next we select the Input Field (what use…
Putting It All Together
- We now have a Quote Process, with 2 Process Inputs (Questions). The last piece of setup before actually creating a Quote will be to enter the Quote Process Id on the SBQQ__Quote__c.SBQQ__QuoteProcessId__c field on the Quote. In real life you’d default this for the user using a Trigger or Flow (or allow an input selection to select from multiple available pro…
Test The Solution
- In the Quote Line Editor, we select ‘Add Products’. Because we’ve entered a Quote Process Id, we’ll be entered into the Guided Selling Screen right away. Let’s enter Mobile & Gaming, because we like to have fun when we’re not configuring Guided Selling. Next hit Suggestand the Gaming Laptop will be found and selected based on the value matching between Process Inputs and th…