Salesforce Revenue Cloud

UFOs, Kanban, and Creating a Peanut Butter and Jelly Sandwich Bundle in Salesforce CPQ 2

John Garvens · January 26, 2024 ·

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

John Garvens · January 12, 2024 ·

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

John Garvens · January 5, 2024 ·

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

John Garvens · December 8, 2023 ·

John Garvens · December 1, 2023 ·

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?