Blog

Contents

• 00:00 Comparing current, potential, and total customer value
• 02:30 Create a source report for opportunities, grouped by account
• 07:32 Add a donut chart to the source report
• 09:52 Add the donut chart to the account record page
• 13:40 Adjusting the source report to improve data visualization
• 26:14 Create Current Customer Value, Potential Customer Value, and Total Customer Value roll-up summary fields on accounts
• 32:08 Create a section on the account page layout to display customer value

Content

• 00:00 Creating parent opportunities: tradeoffs and considerations
• 12:18 Calculating non-recurring revenue with Salesforce CPQ price rules
• 31:20 Using a test formula field to build formula price actions
• 37:50 Understanding the sequence of CPQ price waterfall prices and discounts
• 50:33 Testing and refining the calculation of non-recurring revenue

Contents

• 00:00 Introduction
• 06:02 Dissecting quote lines to see ARR / ACV and MRR / MCV
• 08:36 Creating rollup summary fields for ARR / ACV and MRR / MCV on quotes
• 12:13 Creating twin fields to map quote line data to opportunity products and opportunities
• 21:31 Creating a recurring revenue and non-recurring revenue section on opportunities
• 22:44 Testing twin field mapping of ARR / ACV and MRR / MCV
• 24:05 Updating page layouts to improve user interface and user experience
• 25:39 Using twin fields on other Salesforce CPQ objects

Contents

• 00:00 Introduction
• 09:54 Creating a Quote and Setting Up Fields
• 10:15 Understanding Recurring and Non-Recurring Revenue
• 13:29 Quote Data Model and Calculation Sequence
• 18:56 Setting Up Price Rules for ARR / ACV / MRR / MCV Calculation
• 50:44 Testing and Validating ARR / ACV / MRR / MCV Calculations

Definitions

MRR = Monthly Recurring Revenue

MCV = Monthly Contract Value

ARR = Annual Recurring Revenue

ACV = Annual Contract Value

NRR = Non-Recurring Revenue

Monthly Recurring Revenue (MRR) / Monthly Contract Value (MCV) Formula

IF( TEXT( SBQQ__SubscriptionPricing__c ) = "" ,
0 ,
IF( SBQQ__ProrateMultiplier__c <> 0 ,
SBQQ__NetTotal__c / ( SBQQ__ProrateMultiplier__c * SBQQ__DefaultSubscriptionTerm__c ) ,
SBQQ__NetTotal__c
)
)

Annual Recurring Revenue (ARR) / Annual Contract Value (ACV) Formula

IF( TEXT( SBQQ__SubscriptionPricing__c ) = "" ,
0 ,
IF( SBQQ__ProrateMultiplier__c <> 0 ,
12 * SBQQ__NetTotal__c / ( SBQQ__ProrateMultiplier__c * SBQQ__DefaultSubscriptionTerm__c ) ,
SBQQ__NetTotal__c
)
)

Non-Recurring Revenue Formula

IF( ISPICKVAL( SBQQ__SubscriptionPricing__c , '' ), SBQQ__NetTotal__c , 0 )

Contents

• 00:00 How does the Number field on product feature and product option records work?
• 04:28 How should I order product features and product options?
• 07:31 How do the Min Quantity and Max Quantity fields on product options work?
• 09:31 Configuring Min Quantity and Max Quantity for the peanut butter and jelly sandwich
• 13:36 Testing peanut butter and jelly sandwich quantity configurations
• 17:19 Adding new products for PB&J club memberships and support
• 21:28 Configuring subscription products in Salesforce CPQ
• 25:33 Creating a product feature for new subscription products
• 29:41 Creating product options for the new subscription products
• 33:25 Troubleshooting a “CPQ nuance” related to product option auto-selection
• 35:08 Pre-selecting product options to simplify product configuration
• 39:48 Determining which product options should and should not be pre-selected
• 43:12 Optimizing bundle configuration to create a better user experience