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Passing ARR / ACV and MRR / MCV to Opportunities with Salesforce CPQ Twin Fields

John Garvens · March 29, 2024 ·

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

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