Ever since CPQ solutions have entered the market, they have been real game-changers for businesses. However they still come along with some challenges to get your business running to its best capacity. But no need to worry! Here are a few clever tips and tricks to overcome these challenges easily and make sure that you’re making the best use out of your Salesforce CPQ solution.

 

Let’s say that you’ve chosen a CPQ solution for your business – Salesforce CPQ is a good choice. After implementing the basic setup and training the stakeholders, you now have a business up and running, generating quotes quickly and efficiently. In other words, sales and finance teams are happy and business is generating growth.

But as everything else in business, there’s a constant need for adaption. A few months later, you will likely find yourself facing additional needs which you hadn’t anticipated at the beginning. It could be that different calculations are needed for additional product combinations or you may wish to limit ability of certain team members to edit certain columns. Now the concern is: can one address these needs using Salesforce CPQ functionality or does one have to rely on custom development? 

Let’s take a look at a few of the more complex cases and discover a few clever solutions. Here are some use cases presenting challenges:

Use Case 1:

  1. Automatically apply a discount based on certain product combinations.
  2. Perform a calculation that requires looping through the quote line items multiple times, for example to get total net price and apply Percent of Total calculation.
  3. You have multiple price rules in place (e.g. over 50) which affect your performance as a result.

Solution 1:

For this case, you will find that the Quote Calculator Plugin (QCP) comes in useful. It offers a solution to all the scenarios above and using QCP it then becomes possible to reduce the number of rules. Here’s a screenshot (below) – Some of the more technical details can be found here.

 

Use Case 2:

  1. Discount field on Quote Line Editor should be hidden depending on line’s amount.
  2. Certain fields shouldn’t be editable by junior sales team members.

Solution 2:

For those scenarios, you can find a plugin called Page Security Plugin (PSP). It allows showing/hiding fields based on profile or dynamic criteria.

In conclusion

In short, plugins are available to make life easier. And offer enhanced functionality over that which is already included with Salesforce CPQ. Nevertheless, keep in mind that these particular plugins require a certain level of development experience to update and manage, using either Javascript or Apex.

 

For more Salesforce tips and tricks, keep an on our blog and for tailored advice on the use of your Salesforce CPQ solution, do not hesitate to contact us.