What is custom action in Salesforce CPQ?

What is custom action in Salesforce CPQ?

Custom actions are buttons that sales reps can click to perform an action in the quote line editor, configurator, or several other detail pages. For example, sales reps can select to show a filtered section of your price book or to direct users to an internal or external URL.

How do I customize my CPQ in Salesforce?

Configure Salesforce CPQ Package Settings

1. From Setup, enter Installed Packages , and then select Installed Packages.
2. Find the Salesforce CPQ package and click Configure.
3. Navigate between the setting area tabs to change your settings.
4. Click Save when you’re done.

How do I create a search filter in Salesforce CPQ?

Create a search filter with the following setup.

1. Target Object: Select Product.
2. Target Field: Select Industry.
3. Operator: Select Contains.
4. Display Order: This number determines where your new filter is ordered relative to other search filters in the search filter box.

Which is a salesforce CPQ pricing method for products?

Block Pricing You can price a product based on several different quantity ranges, called block prices. When a sales rep adds that product to a quote, Salesforce CPQ checks where it falls in the quantity ranges and prices the quote line accordingly.

What is guided selling in Salesforce CPQ?

Guided selling implemented in CPQ is a tool that asks questions about the needs of the customer based on the product selection available. It is done by creating a prompt that asks sales reps about the types of products they want to add to the quote and their specifications, just like an experienced sales rep does.

How do I learn CPQ?

1. Salesforce CPQ Basics

1. Get started with Salesforce CPQ.
2. Learn about quotes.
3. Select products.
4. Calculate prices.
5. Generate PDF quotes.
6. Manage contracts and renewals.

What is search filter in Salesforce?

The quote line editor’s search filter can be used to filter products, assets, or subscriptions by their field values. It can also work in conjunction with Actions which are to be specified in the corresponding field on the Search Filter record. A blank value in this field means the filter is global.

How much does CPQ cost?

Salesforce CPQ Pricing