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Using Parent Opportunities and Calculating Non-Recurring Revenue in Salesforce CPQ

John Garvens · April 5, 2024 ·

Content

  • 00:00 Creating parent opportunities: tradeoffs and considerations
  • 12:18 Calculating non-recurring revenue with Salesforce CPQ price rules
  • 31:20 Using a test formula field to build formula price actions
  • 37:50 Understanding the sequence of CPQ price waterfall prices and discounts
  • 50:33 Testing and refining the calculation of non-recurring revenue

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