2) Generates fast, affordable results 3) Easily access key metrics and reports SteelBrick CPQ is also native on the Salesforce platform. CPQ stands for Configure, Price, & Quote. Neopost is a global leader in digital communications, shipping services and mailing services which launched Apttus Quote-to-Cash. I passed the CPQ Specialist Exam after a lot of hard work and a bit too much googling. Salesforce CPQ In order to support large enterprise and complex quoting, Steelbrick introduced the capability to Group bundles and products. SALESFORCE CPQ: IT’S TIME TO UPGRADE Table of Contents TABLE OF CONTENTS - THE POWER OF CPQ Start blazing your trail to more productive selling at Trailhead. You may have heard this term thrown around before, in fact, there were already other companies using this type of product such as Apptus, and previously Steelbrick. SteelBrick CPQ uses Salesforce's standard account-related contracts. All data can be accessed from the standard reporting module within Salesforce.com. We recommend new administrators take this course before starting a Salesforce CPQ implementation or when taking over an existing implementation. Additionally, they create assets for each non-renewable quote line item on the account record based on the value of a picklist field on the product record, as well as subscription records for each renewable quote line item on the contract. For most companies Salesforce pricebooks fall short of what you truly need. Salesforce Steelbrick CPQ is very reasonable compared to other CPQ tools. Stack Exchange network consists of 176 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share … It is a sales software application designed to help sales reps to effectively and efficiently search and Configure specific products and services … TECHNICAL SKILLS: Salesforce Configure Price Quote (CPQ) is a hot topic in the world of Cloud Computing and Salesforce Ecosystem. Astro and friends will guide you through everything you need to know about Salesforce. Search for jobs related to Cpq trailhead or hire on the world's largest freelancing marketplace with 18m+ jobs. CPQ rapidly became a saturated space with a fierce competitive landscape, simply because a CPQ solution can revolutionize a sales cycle. Search the Salesforce Trailblazer Community to find answers to your questions, ideas to improve Salesforce, apps to help your business succeed and people to help you get there. Managers appreciate control over discounts and processes. UPDATED Study Resources Salesforce CPQ Specialist Certification!! Any recommendations would be appreciated. It is 100% native on Salesforce and delivered on the Salesforce1 Mobile app, so user can create accurate and professional sales quotes quickly and … Download Our Webinar on Steelbrick In CPQ , Videos by MondayCall Admin August 10, 2016 Our recent webinar, “How You Can Leverage Salesforce Steelbrick CPQ” was a great success! The CPQ software connects to your product catalog and populates quotes and orders in your CRM. CPQ seems great but I'm having difficulty finding resources to learn after spinning up a dev org. They are extremely useful, and this covers the Salesforce CPQ Basics well. And besides quote generation, the CPQ platform and CRM work in an integrated manner. Video: Creating Products. Salesforce CPQ material/ tutorial. Any help is greatly appreciated. One thing that Steelbrick users will especially appreciate is that Salesforce CPQ will continue to carry the torch of outstanding how-to tutorial-style documentation through Trailhead. Check out our Dreamforce 2014 interview with Will Wiegler to learn more about SteelBrick, a native Salesforce CPQ product.. SteelBrick is a Next Generation Configure, Price, Quote (CPQ) apps with 5-10x faster deployment than traditional CPQ – built 100% on Salesforce. Salesforce CPQ Basics. Description. Contracting Method controls whether Order Lines from 1 Order go to 1 or multiple Contracts. With fun, easy-to-follow trails, you’ll be up and running in no time. Larry has 15 Salesforce certifications and over 100 Trailhead badges. Salesforce/CPQ Admin, 12/2015 to 07/2016 Neopost – San Mateo, California. Salesforce CPQ (formerly Steelbrick) dramatically speeds proposal and quote generation, allowing image-based product selection constrained by your configuration rules. Video: Intro to SteelBrick CPQ. Old Steelbrick Community pages are gone and it seems there's only documentation pages on Salesforce Help. This was a good step in the right direction but supporting complex quoting that involves bundles, kits, standalone products, internal labor, sub-contracting etc. Salesforce SteelBrick -CPQ SteelBrick Quote to Cash Configuration in Product Bundles, Options Constraints, Price Rules, Approval Processes, Quote Templates,Product Rules and other CPQ features. Products. I'm looking into the Steelbrick CPQ solution in Salesforce, and trying to determine if there's a way to auto-add product options to a quote through the API (i.e. For all video tutorials, please pause wherever required and do the exercises mentioned. This scenario is where I have decomposed a single Opportunity into multiple Orders, and regardless of Contracting Method or line dates, once you contract any Order you cannot contract any of the other Orders related to that Opportunity, even if you want a SEPARATE Contract. It’s one way that Steelbrick and Salesforce CPQ really have created synergy to make things even better. Managers appreciate control over discounts and processes. It seems Salesforce has released almost no resources on CPQ on trailhead after its acquisition. avoid querying the object & records, and call an API method). This results in not being able to use change sets to move the information across instances. We can set or automate the sales quotes in the Salesforce Steelbrick CPQ tool. Certified on Salesforce Steelbrick CPQ, Salesforce Admin, Sales Cloud, Salesforce Vlocity and also a Trailhead Ranger; Experience on Oracle Sales Cloud, Siebel CRM. It is very powerful tool to grow your business and it is very easy to use platform. It's free to sign up and bid on jobs. This brings unified experience to the business and integrates data generated across various customer touchpoints. One of the most challenging issues with Salesforce's CPQ structure is that the majority of the setup is actually data instead of metadata. SteelBrick CPQ DocuSign completed e-signature documents should optionally save to Account object Notes and Attachments related list section and not just Quote Document as described by QTC documentation. The Salesforce CPQ Specialist certification focuses on your knowledge of the Salesforce CPQ platform (formerly known as SteelBrick), it’s object model, capabilities, and administration of key features. Our dedicated Salesforce.com CPQ app also incorporates custom objects. The certification leads the way for ensuring that those implementing CPQ and the Quote to Cash process are fully prepared for what may lie ahead. Hi, Iam trying to Amend the contract through an integration tool. ... Download the Trailhead Exam Guide and use this as your master revision list; Companies deploy CPQ to generate quotes quickly and accurately. 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