Conga CPQ Essentials: Optimize Quote Generation (Salesforce)

Set up products in salesforce cpq for b2c, detailing unit pricing and uom for nachos, greek salad, iced tea, rice bowl, and death by chocolate cake to enable cart billing.

Learn to add standalone products in Conga cpq, create price lists and price line items with effective and expiration dates, and set per unit standard prices for items like nachos.

Learn how to create and assign categories in Conga CPQ, including meals, desserts, starters, salads, and beverages, using product classification to link items like rice bowl and iced tea.

Explore bundle products and option groups to enable on-demand customer configuration of a veg sandwich, selecting bread, stuffing, sauces, and slices, with price-based options and a five-slice limit.

Create and configure a bundled product with has options and must configure; add option products and prices via bulk import, and define option groups like bread, stuffing, sauce, and slices.

Configure option groups and options to enforce single selections, with default choices and min/max limits. Show quantity on the bundle page, save changes, and finalize to generate proposal line items.

Configure size and flavor attributes in Conga CPQ, group them as a two-column attribute set, and associate them with products like nachos and iced tea for dynamic pricing in quotes.

Master product attribute rules to restrict options by product, using scope, criteria, and actions, with defaults and groups; update views and apply rules in proposals.

Set up dependent picklists with attribute value matrices to enforce size and flavor constraints for nachos, using force and constraint rules that auto-populate and restrict options.

Create a food-item feature set with shelf life and ingredients, then associate it with Greek salad and iced tea to compare values side by side.

PA kitchen shifts from b2c to b2b, leveraging bulk orders from hotels and offices for the rice bowl, offering discounts and a recurring monthly setup in Conga CPQ.

Learn to set up a B2B price list and price list item with recurring pricing, selecting monthly or daily frequency, and calculating net and extended prices in cart and proposals.

Explore attribute based pricing using price lists and matrices, define conditions on size and flavor, enable matrix pricing, and apply a 50% markup for large iced tea with sugar.

Explore dimension price matrices to configure quantity-based discounts with ranges 1-20 (5%), 21-40 (10%), 41-60 (20%), and above 60 (25%) for death by chocolate cake.

Demonstrate cumulative range pricing in the dimension pricing matrix by applying a 5% discount to the first 20 units and 10% to remaining units, and compute base and net prices.

Explore the dimensional price matrix by comparing cumulative range and cumulative range line item pricing, and observe how base price and discounts vary by quantity in a cart.

Implement a dynamic packaging fee in Conga CPQ using a single packaging product with item lookups and a 10% charge based on the extended price, avoiding multiple line items.

Discover how to add packaging fees in Conga CPQ using related pricing on price list items. Set the charge type to packaging fees and compute from base extended price.

Demonstrate cpq price ramp by launching North Indian Thali with four consecutive three-month discounts of 50%, 25%, 20%, and 10% for a b2b customer at a $50 list price.

Configure a North Indian Thali in Conga CPQ, set up monthly recurring pricing, enable price ramp with auto ramp, apply four-month discounts, and review ramped pricing in the cart.

Configure a North Indian thali bundle with option items and a business-to-consumer price list. Apply 50% Rasmalai discount in the bundle and enable auto cascade quantity for accurate quotes.

Explains adding a product to a b2b price list with matrix pricing by selling terms, deriving base price, and enforcing a min-max cap of six to eight on recurring pricing.

Derive India and Europe price lists from a global US master price list using hierarchical pricing, applying 20% discount in India and 20% markup in Europe.

Learn to waive delivery fees using charge type criteria in Conga CPQ by setting quantity and attribute rules on line items and price lists, then reprice to verify.

Set the pricing profile to basic or advanced to control pricing rules, price metrics, and bundles, and adjust the pricing batch size to balance governor limits and performance.

Learn how pricing profile settings in Conga CPQ Essentials affect quote generation, with basic vs advanced profiles, default pricing, and the impact of pricing batch size on performance.

Learn how constraint rules, also called product rules, auto include required items in the cart and enforce conditions and actions across standalone and bundle scenarios with options.

Learn how constraint rule conditions using product field sets and product groups automatically include related items, such as rasmalai, when tandoori roti or Greek salad are selected.

Learn to configure constraint rules with multiple conditions and quantity-based logic to auto include or exclude items like rasmalai and iced tea in the cart, using sequence and criteria.

Configure a constraint rule with validation actions to enforce a 50 tandoori roti limit, auto include Rasmalai, and block finalization until the quantity is adjusted.

Learn constraint rules settings in Conga CPQ Essentials, including config and system properties, client side versus server side execution, and how to disable or debug rules for efficient quotes.

Learn how pricing rules simplify volume-based discounts across price lists, using rule sets, sequences, and quantity dimensions to apply base price discounts efficiently.

Implement the validation callback class with validate card and validate ramp line items to enforce selling terms and adjustment checks via errors or warnings, configurable in custom settings.

Use the product filter callback to control visible catalog products by implementing a custom class with get product filter expression and get option filter expression, applying a where condition.

Learn the nine steps to set up Conga CPQ approvals, including integration, custom settings, product configuration, and card and line-item approval rules.

Discover how cart level approvals work in Conga CPQ, from search filters and one-object approval processes to assigning approvers, submitting for approval, and finalizing once approvals are granted.

Configure two-level approvals in Conga CPQ for packaging US price lists, triggering sales manager and stock manager approval when line item quantity exceeds 50, using cart and child filters.

Configure a single approval step via an approval rule with entries to route to sales and stock managers as assignees when the price list is B2B.

Enforce line item level approvals using discount thresholds (net adjustment below -10% or above 20%), routing to finance, commercial, and sales manager steps before finalizing carts and generating orders.

Learn how leads convert to accounts, contacts, and opportunities in Salesforce CPQ, emphasizing account health, risk, payment terms, and ship to, bill to, and asset relationships across locations.

Create opportunities from accounts, auto-fill bill to, ship to, currency, and price list details, then use Conga API to generate primary proposals and sync line items with opportunities.

At the proposal level, configure products via API calls, auto-populate price list from the opportunity, and ensure card line items sync with opportunity line items, avoiding CPU time limit issues.

Learn how to designate a single primary quote item and finalize proposals, then apply adjustments and discounts at line-item and grand-total levels, guided by summary group settings.

Explore the line item object, its line numbers, products, bundles, and options, and how attributes, bill-to and ship-to details, pricing, quantity, and payment terms shape proposal line items.