Contents
- 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