
After installation of CPQ Package you will able to do practice on salesforce trailhead
Best Practices for Managing Accounts and Contacts
After completing this unit, you’ll be able to:
Create template content that includes tables and text.
Merge data from the quote and related records into template content.
Assemble a quote template using template sections.
Describe how HTML contributes to template content.
When Salesforce CPQ processes a product rule, it tests all the rule's error conditions and evaluates whether they're true or false. It then considers the rule's Conditions Met field when evaluating whether to fire an action. You can set Conditions Met so that the rule fires when: All error conditions are true.
What the product rule can do?
Product Rules can do more than just trigger warning messages like our Alert rule. They can also change how sales reps are allowed to interact with options. You can use Product Rules to set an option as preselected or required under certain circumstances, or automatically hide an option from view under other conditions.
How do you set up a product rule?
Create a Selection Rule to Hide an Irrelevant Option
Click Product Rules from the navigation bar.
Click New.
In the Product Rule Name field, enter Hide Installation .
For the Type field, choose Selection.
For the Scope field, choose Product.
For the Evaluation Event field, choose Load. ...
Check Active.
What Is Sales Cloud?
Sales Cloud is part of the CRM system that Salesforce offers. Sales Cloud is created especially for salespeople. Because it's our most popular product, many people say Salesforce when they actually mean Sales Cloud. Now you know!
How Sales Cloud Can Help Boost Your Sales?
Sales Cloud puts all your customer information in one place, giving you rich customer insights and even intelligent alerts about the best leads. You can see real-time reports of how the business is doing, and the intuitive workspace helps you be productive.
Grow Your Business with Sales Cloud: Manage Your Leads with All the Right Information
Automatically Prioritize and Route Leads
Manage Your Pipeline from Lead to Close
Embrace Automation and Free Your Reps from Manual Data Entry
No one goes into sales because they love data entry. If there’s a manual task your reps are doing over and over, then with Sales Cloud you can automate it. Even if it just saves a minute each time you do that, think of the savings:
1 minute X the number of times each rep does the task X the number of reps you have = BIG savings!
Here are a couple ways Sales Cloud can help reps find more time to sell.
Automated Workflows
By automating your sales process, your reps can skip the busywork and take the right actions at the right time. The really great thing? With Sales Cloud, you can manage workflows and process with point-and-click tools.
Emails Automatically Tracked
Does your team live in Office 365, Exchange, or Gmail? Connect your email to Salesforce, so reps can update their records effortlessly and send one-to-many messages with one click.