Office Hours

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

Contents

• 00:00 Introduction
• 00:15 How should I configure additional fees for consulting services?
• 04:25 How to think about consulting services and additional fees
• 13:35 What is the minimum you can do and build to achieve the desired outcome?
• 16:13 When in doubt . . .
• 18:47 How to productize your consulting services
• 23:22 How to start thinking in terms of price and value
• 26:00 There is no right answer, but there are wrong answers
• 26:55 Learn to operate in the world of ambiguity

Contents

• 00:00 Introduction
• 01:55 Deep Dive: Products, Price Books & Price Book Entries
• 03:55 Why do companies start using products, price books, and price book entries?
• 04:50 How do products, price books, and price book entries relate to one another?
• 08:50 Do I need to use products, price books, and price book entries to use Salesforce CPQ?
• 10:10 How do opportunity products fit into the data model?
• 12:22 What are price books?
• 13:30 A simple example using products, price books, and price book entries
• 20:25 Now, with two currencies
• 22:10 Now, with two price books
• 25:28 An extreme example from an enterprise manufacturing client
• 27:15 What is the difference between a price book and a price book entry?
• 28:00 What are common mistakes with products, price books, and price book entries?
• 30:00 What is an opportunity product?
• 31:00 How many price books should I create?
• 32:25 What about customer-specific price books for special customers?
• 35:52 What other scenarios potentially require multiple price books?
• 36:40 How many price books can I use on an opportunity and quote?
• 39:10 Should I consolidate products, price books, and price book entries?

Contents: Part 1

• 00:00 Introduction
• 06:10 Why is applying for jobs so painful these days?
• 09:45 What are the limits of Salesforce Revenue Cloud regarding revenue recognition?
• 13:58 How should I think about quoting, invoicing, and generating and recognizing revenue?
• 19:25 How would I invoice Taco Bell (in advance) and Ruth’s Chris (in arrears)?
• 21:04 How does consumption work with revenue?
• 21:52 Where do people go wrong in Salesforce Revenue Cloud implementations or any implementation?
• 28:04 How do I get the right people in the right room to have the right conversation at the right time?
• 33:07 What are the limits of the solution engineers who give Salesforce Revenue Cloud and other Salesforce demonstrations?
• 36:05 What do I do when business executives want it all immediately yesterday?
• 36:31 Why do you hate hearing, “Well, I saw it in the demo!”?

Contents: Part 2

• 00:00 Introduction
• 04:20 Do you think AI will have an impact on career opportunities for people who are just exiting college and going into the workforce?
• 08:20 How can I protect my career against the increasing use of AI?
• 14:30 Should I use AI to write my resume?