Blog

Contents

• 00:00 Salesforce certification advice from one of John’s mentors
• 01:02 Constructing your Salesforce story (in a spreadsheet)
• 04:14 Earning five Salesforce certifications in seven days
• 05:57 Thoughts on Revenue Lifecycle Management, the “new end-to-end revenue solution” from Salesforce
• 07:23 What IS Salesforce Revenue Cloud anymore? No one seems to know, including Salesforce
• 11:55 What will happen to Salesforce CPQ and Salesforce Billing?
• 14:39 What is Subscription Management? What will happen to it?
• 15:41 What is Revenue Lifecycle Management? What does that mean for Salesforce CPQ, Billing, and Subscription Management?
• 22:35 What is the timeline for Revenue Lifecycle Management? When will Salesforce deprecate the other products?
• 23:35 What does this change mean for Salesforce Revenue Cloud administrators, developers, architects, and consultants?
• 26:42 Three types of expertise for future Salesforce Revenue Cloud implementations
• 27:08 Why you should prioritize principles over products
• 32:02 Architecting for freedom or control, using Salesforce Revenue Cloud as an example
• 37:10 A brief overview of a peanut butter and jelly sandwich in Salesforce CPQ
• 41:50 Associating white bread with the peanut butter and jelly sandwich via product option
• 42:30 What does the Type picklist field on the product option record do?
• 52:41 Configuring the Type picklist field for the peanut butter and jelly sandwich
• 56:04 Adding the remaining product options to the peanut butter and jelly sandwich
• 57:25 How does Quantity Editable work on the product option record?
• 59:18 A view of the peanut butter and jelly sandwich in the Configure Products screen
• 1:00:16 Improving the Quote Line Editor user interface with Salesforce CPQ managed package settings
• 1:05:15 Reducing the number of products that show in the Product Selection screen

Contents

• 00:00 Custom order object versus standard order object
• 04:25 Getting (and paying for) access to data in Salesforce objects, reports, and dashboards
• 07:33 Tracking the right data with the right objects
• 08:05 Replicating the CPQ data model to save money on CPQ licenses
• 09:50 Deciding who should get access to what and when
• 11:20 Scheduling reports to send emails to executives (Stop it!)
• 12:45 Thinking strategically about purchasing software licenses
• 14:19 Pay for the damn licenses, I don’t like to do it either
• 17:27 My next career move…
• 17:47 Review of what we have done so far
• 18:08 Building a quote with standalone products (Ugh!)
• 22:43 Understanding the seller’s perspective when quoting
• 24:01 Comparing “The Old Way” (without CPQ) and “The New Way” (with CPQ)
• 26:02 Striking the balance between freedom and control
• 27:18 Building out a bundle structure for a peanut butter and jelly sandwich
• 28:06 Creating product features for the categories of products you want to sell
• 35:00 Creating product options for the group of products you want to sell together
• 37:45 Troubleshooting product features not showing when creating product options
• 39:52 Demo: Adding products and bundles to quotes in CPQ

Contents

• 00:00 Do UFOs exist?
• 01:00 Running Salesforce Revenue Cloud Office Hours topics as a project via Kanban
• 03:25 An overview of the Garvens Consulting project template
• 09:50 A review of the Peanut Butter & Jelly Sandwich bundle
• 12:25 The key fields on product records that drive Salesforce CPQ behavior
• 21:55 Enabling the “Clone with Related” function on the Product object
• 25:32 Creating ingredient products for the Peanut Butter & Jelly Sandwich bundle
• 28:22 A review of products created for the Peanut Butter & Jelly Sandwich bundle
• 32:00 An overview of CPQ-related lists on the Product object
• 33:35 Creating test data for demonstrations of Salesforce CPQ features and functions
• 37:06 Assigning the CPQ Opportunity Layout to profiles
• 38:15 Creating a new quote in Salesforce CPQ
• 39:15 Why you should never touch the Type picklist field on the Quote object
• 42:13 Selecting a price book for your new quote and troubleshooting product availability
• 45:35 Identifying a fake “standard price book”
• 47:30 What to do when you choose the wrong price book or currency on the opportunity and quote
• 51:06 Why you should create an action to create new quotes
• 52:27 Deactivating irrelevant products in Salesforce CPQ

Resources

• Trello for Project Management

Contents

• 00:00 Introduction
• 10:28 Vetforce, Salesforce Military & Veterati
• 11:17 Building a peanut butter and jelly sandwich in Salesforce CPQ
• 12:25 Use Case: PB&J Enterprises
• 18:55 Whiteboarding the architecture of a peanut butter and jelly sandwich
• 19:30 How many products are in a peanut butter and jelly sandwich?
• 25:24 How can we reduce the number of products needed to use Salesforce CPQ?
• 26:54 How will we architect our peanut butter and jelly sandwich?
• 29:24 What questions are we answering with product configuration?
• 31:27 Should this be a product or an attribute? Or both?
• 35:14 Why are there so many fields in Salesforce CPQ?
• 36:41 Why do CPQ implementation projects take so long?
• 37:41 Why did you architect the peanut butter and jelly sandwich this way?
• 39:04 The two approaches to product configuration, plus a configuration quadrant
• 41:38 As many as needed, as few as possible
• 43:01 How many peanut butter and jelly sandwich bundles do we need to create?
• 45:38 The customer is not always right, neither am I
• 47:16 Creating the Peanut Butter & Jelly Sandwich bundle
• 48:34 Can I sell this product in Salesforce CPQ?
• 50:36 Assigning the CPQ Product Layout page layout to all profiles
• 53:28 How do you manage custom fields on page layouts?
• 55:05 How to identify managed metadata and why it matters when deploying Salesforce CPQ
• 56:18 Document the living hell out of everything

Contents

• 00:00 Introduction
• 01:52 Two ways to create playgrounds for Salesforce CPQ and Salesforce Billing
• 03:11 Is there a limit to how many playgrounds or Developer Edition orgs I can create?
• 05:16 Installing Salesforce CPQ in a Developer Edition org
• 08:13 Creating a Trailhead Playground with Salesforce CPQ
• 11:03 A brief history of installing Salesforce CPQ
• 13:41 Comparing Salesforce CPQ and Service Cloud for Salesforce CPQ
• 16:10 Why is Salesforce CPQ not already installed in a Developer Edition org?
• 17:34 How is the CPQ playground on Trailhead different from a Developer Edition org?
• 20:12 Viewing installed packages in your Salesforce org
• 21:15 Prerequisites for installing Salesforce CPQ
• 23:00 Installing Salesforce CPQ for System Administrator profiles only
• 32:52 Enabling multiple currencies in your Salesforce org
• 34:45 A BIG SCARING WARNING for enabling multiple currencies in your Salesforce org
• 35:38 What happens when you enable multiple currencies?
• 36:52 Enabling Advanced Currency Management in your Salesforce org
• 37:32 Enabling multiple currencies for USD and CAD
• 38:38 Using multiple currencies when Advanced Currency Management is DISABLED
• 42:02 An introduction to Salesforce CPQ managed package settings

Resources

• Free Salesforce Developer Edition
• Install Salesforce CPQ
• Install Salesforce Advanced Approvals
• Install Salesforce Billing
• Developer Edition with Salesforce CPQ
• Developer Edition Org with Salesforce CPQ and Salesforce Billing