Panelists
| John Garvens Owner & Principal Architect Garvens Consulting Garvens Consulting on YouTube |
Content
- 00:00 Introduction
- 03:48 Quote Subscription Term vs. Quote End Date
- 10:44 Using Subscription Term over End Date
- 12:29 Configuring Salesforce CPQ for subscription pricing and proration
- 15:50 Changing the order of fields that display in the Quote Line Editor
- 25:15 Revenue Lifecycle Management (RLM) Overview
- 33:38 How do I know which field sets I am using?
- 36:55 A quick rant about user experience in Salesforce CPQ
- 40:13 Creating new field sets specific to your business using “Special Fields”
- 44:44 How to become a Salesforce CPQ superhero