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In this tutorial, Ashley Allen, CEO of IT Equality, discusses advanced template topics in Salesforce CPQ. She demonstrates a template from a previous video, which is in development and only visible to system administrators. Key elements of the template, such as the company address and default settings, are highlighted. She shows how to preview the document, which displays the company name, slogan, and address pulled directly from the template. Ashley notes the need to remove the fax number and confirms the inclusion of the phone number. Additionally, she explains how the ship-to and bill-to information is populated from the account, allowing a review of the account address integration.
