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Create Salesforce Revenue Cloud Playgrounds for Exam Preparation and Experimentation

John Garvens · January 5, 2024 ·

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

Office Hours Salesforce Revenue Cloud

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