Set Up Subscription Products in Salesforce CPQ
A subscription product is a product that has some recurring payment element to it, whether it be a monthly payment (think your Netflix subscription), or an annual subscription (think...
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Summary Formulas vs Row Level Formulas in Salesforce Reports (+ Examples)
In the Lightning Report Builder, Salesforce provides two different formula types: Summary Formulas and Row-Level Formulas. They sound similar, but have distinct differences between them! Formulas can be used...
CPQ Specialist Certification Guide & Tips
Mid-level 6-12 months No Prerequisites 200 Table of Contents Certification Introduction For specialists working the full project lifecycle of CPQ implementations. Prove you can design, build and implement CPQ...
Salesforce Will No Longer Recover Your Data in Case of Loss
Salesforce will no longer provide data backup recovery services in the case of data loss as of July 31st, 2020. Although you may not have ever heard of this...
Slack to Salesforce Integration – New and Improved
Slack, one of the most commonly used chat platforms for businesses, recently announced an update to their Salesforce app; the 2.0 update includes improvements under the hood for the...
10 Important Trailhead Badges to Achieve in 2020
One of the things we all love to do is to make goals for the upcoming year. Have you considered adding Trailhead goals into your New Year’s Resolutions? Here...
Creating Joined Reports in Lightning
Back in the Spring ‘19 Salesforce Release, Joined Reports became part of the new Lightning Report Builder. Reports and Dashboards got a makeover in Lightning and more specifically, the...
Sneak Peek at the New Salesforce Mobile Application
It’s here, it’s here, it’s finally here! The much-talked-about major update to the Salesforce mobile app is finally here! You can tell I’m excited. This update takes the Salesforce...
5 Tips for Salesforce Lightning User Adoption
Having a successful Lightning Implementation means that you have had success with getting your users to adopt Lightning as the platform. To understand how to have a successful rollout...
Salesforce Products and Pricebooks vs. Salesforce CPQ
Products and Pricebooks vs. CPQ – what’s the difference? Which one does my sales team need? These are questions I have heard a lot since Salesforce purchased Steelbrick CPQ...
