Insights

Revenue systems do not come with instructions. That is why we share how to optimize operations and solve the real challenges that come up. Our thought leaders publish insights on business best practices, Salesforce Revenue Cloud, and system execution, including solutions, techniques, and design lessons we have used in the field. We publish what we wish had existed when we started solving these problems.

Recent Articles

Revenue Cloud: Price-Impacting Attributes in Action

Apr 30, 2025

Discover how Price-Impacting attributes dynamically adjust pricing in real time based on product configuration choices,...

Salesforce CPQ: Monitoring Renewals and Amendments

Mar 31, 2025

Learn how to monitor Salesforce CPQ automated renewals and amendments using the SBQQ__RecordJob__c object. Spot failed o...

How Record Edits Can Impact Time-Based Workflows

Feb 28, 2025

Learn how editing records in Salesforce Flows can unexpectedly remove workflow actions—even when criteria are met. A key...


More Articles

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24
Jan
Salesforce CPQ: Creating Subscription Pricing

Find out in this blog post how you can set up subscription pricing and scale a product's price relative to another group of products...

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17
Jan
Salesforce CPQ: Creating Discount Schedules - Part 2

Use Salesforce CPQ Discount Schedules to offer quantity-based discounts and encourage larger deals. Simplify the process for sales reps. Learn more in our blog.

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10
Jan
Salesforce CPQ: Creating Discount Schedules - Part 1

Set up discount schedules in Salesforce CPQ to create volume discounts based on quantity or terms. Read our blog to learn more.

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6
Dec
Salesforce CPQ: Creating A Package Product Code

Learn to implement automatic product codes to dynamically represent bundle components in Salesforce CPQ. Set it up with our blog guide.

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29
Nov
Salesforce CPQ: Adding Bundle-Specific Field Sets

Display specific fields for bundle products using Field Sets in Salesforce CPQ. Discover how to customize bundle fields in our article.

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15
Nov
Salesforce CPQ: Creating Product Validation Rules

Ensure controlled quote creation with Salesforce CPQ Validation Rules. Learn with us how to set up effective validation rules.

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8
Nov
Salesforce CPQ: Creating Option Constraints

Enable or disable products in a bundle based on other options using Salesforce CPQ. Learn with us how to create option constraints.

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25
Oct
Salesforce CPQ: Authorize The New Calculation Service

If you want to have advanced features available for different pricing options, you should enable the calculation service in CPQ. Find...

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18
Oct
Salesforce Consultant: Behind The Scenes

Being a Salesforce Consultant is both challenging and rewarding: at the end of the day, you have a happy, content client, whose life...

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11
Oct
Salesforce CPQ: Contracted Prices

Do you want Salesforce CPQ to use the negotiated price on quotes instead of the standard price for a specific client? Find out in our...

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4
Oct
Salesforce CPQ Product Rules: General Considerations

Learn about Salesforce CPQ Product Rules - the business logic applied to bundles which controls what sales representative...

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26
Sep
Salesforce CPQ: Twin Fields

Discover how Twin Fields, a powerful and helpful tool in CPQ, can help you achieve precise calculations and manage...

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