CPQ - Chirag-ahir/SFC-Preparation GitHub Wiki

CPQ Adhoc

  • PricebookEntry is a Junction object between Product and Pricebook
  • OpportunityProduct (OpportunityProductLineItem) is a Junction object between Opportunity and Product
  • QuoteLineItem is a junction object between Quote and Product (Max creation limit 200)

Relationship between opportunity and product is many to many: OpportunityProduct or OpportunityLineItem

One Pricebook is assigned to one opportunity but multiple opportunities can be assigned to one Pricebook One product can be assigned to multiple Pricebook and multiple Pricebook can be assigned to one product

Expected Revenue is a field on opportunity is calculated based on Probability field amount on opportunity If Probability is 90% and Amount on Opportunity is $202,500.00 -- Then Expected revenue will be – $202,500.00 x 90% = $182,250.00 Expected Revenue and Amount fields become non-editable once any product record has been added in opportunity

You can not change the Pricebook once set it up in opportunity, once you decide which Pricebook you want to use in opportunity you need to use same Pricebook for all products you are adding, if you trying to change the Pricebook after products has been added in opportunity you will get this warning. - You have changed the price book for this opportunity. This action permanently deletes all products from the opportunity. Continue?

To sell something to customer business follows different stages of process that is called sales process, To control the opportunity stage values we create sales process by going to SetUp -> Sales -> Sales Process

A quote is the PDF document that you give to the customer, It has a list of products the customer wants to purchase, pricing information, terms and a signature area.

To use quote first enable it by going to Quote Settings -> Enable checkbox

Once you create new quote “Quote Line Items” will be copy all products from “OpportunityLineIteams” and put it in. Only one quote can be synced with an opportunity at a time.

List Price serves as the base reference price defined in the Pricebook, while the Sales Price is the adjusted final price that reflects the customer's actual cost after discounts or other pricing modifications. You can modify sales price.

Product rules in CPQ:

Product Rules in Salesforce CPQ ensures that the correct Product is displayed to the user. There are four kinds of Product Rules:

  • Validation Rules - Confirms that a quote's product combinations or quote line field values match predetermined conditions

  • Selection Rules - Automatically adds, removes, hides, enables, or disables options in a bundle

  • Filter Rules - Prefilters the products available to add to a bundle

  • Alert Rules - Guides and informs through messages during configuration or pricing