In Salesforce Revenue Cloud, it’s common to tailor pricing based on product attributes selected at the quote line level. This guide walks you through a real-world scenario of modifying product pricing based on an attribute value using Attribute-Based Price Adjustments. Scenario Overview We are configuring a Coffee Machine product where
Salesforce CPQ allows you to personalize your product offerings by using Attributes. In this guide, we’ll walk through how to create and assign attributes to a product — using a CoffeeMachine as our example. Step 1: Create the Attribute Picklist Let’s begin by creating a picklist attribute called Machine Size
In the world of field service management, consistency, automation, and efficiency are essential. Salesforce Field Service (formerly FSL) offers a powerful tool to help service organizations meet these goals: the Maintenance Plan. This feature enables the automatic creation of work orders for recurring servicevisits – minimizing manual effort and ensuring
In today’s fast-paced sales environment, efficient lead management and streamlined communication are critical to business success. At Cloud Belive, we partnered with a professional coaching company to enhance their Salesforce Sales Cloud implementation – boosting productivity, reducing manual errors, and unlocking real-time sales insights. In this blog post, we’ll walk
Document Builder in Salesforce field service Salesforce Field Service continues to enhance the productivity of technicians and streamline service operations with powerful tools-and Document Builder is a key feature that brings automation and professionalism to customer interactions. What is Document Builder? Document Builder is a part of the Field Service
In today’s telecommunications landscape, where almost everything is going digital and relies heavily on telecommunications, many businesses face a complex web of challenges, managing complex product portfolios, customizing service bundles, adhering to rapidly changing pricing models, and meeting increasing customer demands for tailored solutions. In order to tackle this and
We are in a critical phase of shifting to a digital paradigm and In this era of digital transformation, businesses need tools that streamline processes, eliminate inefficiencies, and foster collaboration across departments. Salesforce offers two standout solutions for revenue management: Salesforce CPQ (Configure, Price, Quote) and Revenue Cloud (RLM –
Since we are moving into the world of customer-first business strategies, it is important to bridge the gap between customer support and field operations. Salesforce, renowned for its powerful customer relationship management (CRM) solutions, addresses this challenge with Salesforce Field Service, an extension of its Service Cloud platform. In this
In today’s fast-paced business world with millions of transactions happening every minute, personalization and efficiency are at the forefront of every transaction, and to make it happen tools like Salesforce CPQ (Configure, Price, Quote) are becoming very important. Salesforce CPQ helps businesses enhance their sales processes by simplifying how products
