Price Rule Logging and Debugging in Salesforce CPQ
How to implement price rule logging in Salesforce CPQ - create a rich text field, track changes with an Autolaunched Flow, and automate logging to speed up debugging.
Salesforce Revenue Cloud & CPQ
Practical guides for developers and admins — trial org setup, data models, APIs, and CPQ migration.
Salesforce CPQ reached End of Sale. This site covers Revenue Cloud setup, CPQ data models, migration, and developer APIs.
- New Sales
- Upsells & Changes
- Renewals
- Configure Products
- Price & Discount
- Generate Quotes
- Bill & Invoice
- ERP Integration
- Revenue Reporting
Articles
Step-by-step guides for Revenue Cloud org setup, CPQ data models, APIs, and migration
Quote Line Editor Approval Preview in Salesforce CPQ
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.
Limit Product Selection by Account in Salesforce CPQ
Learn how to control product access by account type in Salesforce CPQ with search filters, multi-select pick lists, and formula fields.
Price Rule Version Control in Salesforce CPQ
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.
Reduce Data Entry for Multi-Dimensional Quoting
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.
Direct Links to the Salesforce CPQ Quote Line Editor
How to use the hyperlink function in Salesforce CPQ for direct QLE links. Covers HYPERLINK and USERINFO formulas, redirects, and screen flows.