Easily Insert Advanced Field in the Sales Quote

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How to Insert Advanced Field in the Sales Quote

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welcome to another video from preact and in todays video im just going to show you how we can pull parent information using a calculated field um this is a scenario that came up on a recent project i was working on whereby we had to pull in information from the existing product and get that into the the quote line product quite a common scenario where the quote line product is a bit locked down you cant update using workflows or data mappings so using a calculated field in this scenario managed to overcome that issue just show you how i achieve this okay so what we had is we got the concept of the client would like to store a cost price against the product which you can see ive just added cost price here um then they wanted to you know over here on a quote upon adding a quote product they wanted the margin to pull you know the quite the quite priced to pull throughs they could work out their margins um how did i achieve this weve just added you can see down here on the quote form

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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What are features in CPQ?

A feature is a group of product options within a bundle. Use features if you want to organize options into set groups, such as hardware and software.

What are twin fields in CPQ?

Certain pairs of CPQ objects pass custom field values from the first object to the second object when the second object is created. The values pass if the custom fields are editable, have matching field types, and have matching API names. We call these field pairs twin fields.

How do I add a field to a quote in Salesforce?

Add Fields to the Quote Line Editor Field Set From Setup, enter Objects , and then click Objects. Click Quote Line. From the Field Sets related list, find Line Editor, and then click Edit. Add or remove fields from the field set.

How do I enable advance calculator in Salesforce CPQ?

To Authorize as your desired user: Login to the org as your desired authorizing user for the calculation service. Navigate to the Salesforce CPQ managed package settings menu. Navigate to the Pricing and Calculation tab. Click Authorize new calculation service. Click Allow in the pop-up, if asked.

What are the types of products in CPQ?

Salesforce CPQ: Types of Products Non-Subscription Products. Subscription Products. Fixed Price Subscription Products get their list prices from the price book, while Percent of Total Subscription Products get their list prices as a percentage of the quote, quote line group, or a bundles total price.

What are special fields in CPQ?

Special fields in Salesforce CPQ are custom fields that need to be created with a specific API Name. They are not shipped with the package and must be manually created by admins. These fields can impact standard functionality and can also be used to modify the CPQ Price Waterfall.

What is the quote calculating field set?

The quotes Calculating Fields field set contains a list of quote fields that trigger a quote calculation when their value changes, either manually or by an automated process. You can add other fields to expand the list of fields that trigger calculations.

What are special fields in Salesforce CPQ?

Salesforce CPQ Special Fields FieldObject/ LocationData TypeMarkupunitQuote LinePicklistOverageRateBlock PriceCurrencyProrateAmountDiscountsQuote LineFormula as NumberQuotePrimaryContactOpportunityFormula as text19 more rows

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Insert Advanced Field in the Sales Quote