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