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In this tutorial, Ashley Allen, CEO of IT Equality, guides viewers through advanced template topics in Salesforce CPQ. She begins by reviewing a template used in the previous video, noting it is currently in development and only visible to system administrators. Ashley demonstrates the filled-out company address and other default information. She previews the generated document, highlighting that company details are automatically pulled from the template, including the name, slogan, and address. She mentions needing to remove the fax number since it's not applicable. Additionally, she explains how the ship-to and bill-to information is derived from the account, showcasing the account address integration.
