Salesforce Revenue Cloud
Welcome to the Customer Success Ohana! This group is dedicated to your success with Salesforce Revenue Cloud. Configure quotes, manage pricing, and create contracts and orders with Salesforce CPQ. From there, generate invoices, collect one time and recurring payments, and easily recognize revenue with Salesforce Billing.
Join the ConversationRecent Posts
RJ Corcuera
Question re Salesforce CPQ for Service Cloud package, what's the recommended approach if you are selling Service Contracts with Entitlements, Non-Subscription Products and Subscription Products. I noticed when using the package you are locked in to Service Contracts and Contract Line Items. Thanks! More
15 hours ago · 3 comments · 1 likes
Gina Kalamaris
Hi Everyone, I am trying to reflect each year's segmented total from a MDQ Template vs. the total amount divided by 3 years (3 year contract.). For example, if in year 1 the customer's total was $20k, year 2 is $50k and year 3 is $10k....I want that to be reflected in the breakdown summary per year not the combined total divided by 3 if that makes sense. How do I do this in the template? (Please do not look at the first year field....I was trying to figure this issue out.) More
3 days ago · 7 comments · 0 likes
A Ramesh
In Salesforce CPQ I have updated the Ship To name,address,city,zip in quote detail page and saved and got updated and reflecting but when checking PDF document the Ship to name is showing the old name and and not updated to new name but the address, city, zip is showing the updated values. I was trying to review the doc templete to check field API name is correctly or not but couldn't able to figure out the template. how could i find the templete details and make the edits to the pdf templete if required any or what must be reason can anyone share the path to troubleshoot the issue? #RevenueAskAnExpert More
4 days ago · 1 comments · 1 likes
Kirti Mishra
Hi, Upon marking the Ordered checkbox true on Primary Quote. The system is throwing the below exception: Error:Apex trigger SBQQ.QuoteAfter caused an unexpected exception, contact your administrator: SBQQ.QuoteAfter: execution of AfterUpdate caused by: SBQQ.OrderService.OrderServiceException: Attempt to de-reference a null object: (SBQQ) Also, tried with a system admin user with all PSL and CPQ permission sets. Any leads on what might be causing the issue? #RevenueAskAnExpert More
6 days ago · 4 comments · 1 likes
Jeanne Ardiff
#revenueaskanexpert Looking for more information on having the subscriptions with the same product number, but different prices and how this affects amendments. We are looking at pulling legacy subscription data into Salesforce subscriptions and will have this situation. More
7 days ago · 2 comments · 0 likes
Talking About...
CPQAskAnExpert · #CPQAskAnExpert · CPQ · RevenueAskAnExpert · Salesforce CPQ · Advanced Approvals · Contract · Quote Line · Quote · Quote Line Editor

