Conga CPQ Essentials: Optimize Quote Generation (Salesforce)

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.