Real-world architecture, performance remediation, and enterprise migrations.
March 2025: Salesforce CPQ reached End of Sale. This site covers both Revenue Cloud (current), CPQ (legacy maintenance), and migration.
Read our industry case studies and how-to guides
Learn how to preview approval requirements right within the Quote Line Editor (QLE) without the need to save and return to a quote. This guide will show you how to implement this feature using a Visualforce (VF) page, custom action, and Apex controller class.
Learn how to control product access by account type in Salesforce CPQ with search filters, multi-select pick lists, and formula fields.
Learn to implement a lightweight version control system using Field History and Autolaunched Flows to track changes in long text fields, ensuring smoother audits, issue resolutions, and an error-free Salesforce environment.
Managing multiple segments for subscription-based products can be complex and error-prone. In this article, we'll show you how to intelligently populate values across MDQ segments, reducing manual data entry, saving time, and improving accuracy.
Learn how to enhance your Salesforce experience by providing direct links to and from the Quote Line Editor (QLE). Streamline your sales processes, save time, and improve user productivity with hyperlink formulas, redirects, dynamic link building, and screen flows.
Create Collections of Favorite Products for Seamless Quoting. Discover how to streamline your quoting process and boost productivity with this powerful feature.
