Global FAQ

Know everything about the world

Business and Economics

How do I create twin fields in Salesforce?

Chris Normand
Create Twin Fields on the Quote Line
  1. If you’re not still on the setup page, click. and click Setup. The Setup page opens in a new tab.
  2. Click Object Manager.
  3. Click Quote Line.
  4. Click Fields & Relationships.
  5. Click New.
  6. Click Picklist.
  7. Click Next.
  8. For Field Label, enter Size .

What is Twin field in Salesforce?

Certain pairs of CPQ objects pass custom field values from the first object to the second object when the second object is created. The values pass if the custom fields are editable, have matching field types, and have matching API names. We call these field pairs “twin fields.”

What is configuration attribute in Salesforce CPQ?

A configuration attribute: Applies its value to your bundle's fields even if those values aren't shown in your line editor field set. Inherits the type of the field it targets. For example, if you target a picklist, the configuration attribute appears as a picklist with all the targeted field's values.

How do I set up CPQ?

Configure Salesforce CPQ Package Settings
  1. From Setup, enter Installed Packages , and then select Installed Packages.
  2. Find the Salesforce CPQ package and click Configure.
  3. Navigate between the setting area tabs to change your settings.
  4. Click Save when you’re done.
Configure Salesforce CPQ Package Settings
  1. From Setup, enter Installed Packages , and then select Installed Packages.
  2. Find the Salesforce CPQ package and click Configure.
  3. Navigate between the setting area tabs to change your settings.
  4. Click Save when you’re done.

What is price rule in Salesforce CPQ?

Price rules automate price calculations and update quote line fields. This feature is useful if your business contains products that change in response to the presence of other products on your quote.

How do I create twin fields in Salesforce?

Create Twin Fields on the Quote Line
  1. If you’re not still on the setup page, click. and click Setup. The Setup page opens in a new tab.
  2. Click Object Manager.
  3. Click Quote Line.
  4. Click Fields & Relationships.
  5. Click New.
  6. Click Picklist.
  7. Click Next.
  8. For Field Label, enter Size .
Create Twin Fields on the Quote Line
  1. If you’re not still on the setup page, click. and click Setup. The Setup page opens in a new tab.
  2. Click Object Manager.
  3. Click Quote Line.
  4. Click Fields & Relationships.
  5. Click New.
  6. Click Picklist.
  7. Click Next.
  8. For Field Label, enter Size .

How do you create a twin field in Salesforce?

Create Twin Fields on the Quote Line
  1. If you’re not still on the setup page, click. and click Setup. The Setup page opens in a new tab.
  2. Click Object Manager.
  3. Click Quote Line.
  4. Click Fields & Relationships.
  5. Click New.
  6. Click Picklist.
  7. Click Next.
  8. For Field Label, enter Size .
Create Twin Fields on the Quote Line
  1. If you’re not still on the setup page, click. and click Setup. The Setup page opens in a new tab.
  2. Click Object Manager.
  3. Click Quote Line.
  4. Click Fields & Relationships.
  5. Click New.
  6. Click Picklist.
  7. Click Next.
  8. For Field Label, enter Size .

What is a twin field?

Certain pairs of CPQ objects pass custom field values from the first object to the second object when the second object is created. The values pass if the custom fields are editable, have matching field types, and have matching API names. We call these field pairs “twin fields.”

See also  How long can someone chase you for money?

How do I install Salesforce billing?

From Setup, in the Quick Find box, enter Installed Packages , then select Installed Packages. Find your Salesforce Billing package and click Configure.
…
Required Editions
  1. From your installation link, click Continue.
  2. Choose the security level to grant to users upon installation. …
  3. Click Install.
From Setup, in the Quick Find box, enter Installed Packages , then select Installed Packages. Find your Salesforce Billing package and click Configure.
…
Required Editions
  1. From your installation link, click Continue.
  2. Choose the security level to grant to users upon installation. …
  3. Click Install.

What is CPQ tool?

CPQ is a sales tool for companies to quickly and accurately generate quotes for orders. CPQ applications often work in tandem with CRM platforms, ERP programs, and other business technology, which helps ensure integrated data as well as accuracy.

What is lookup query in Salesforce?

Lookup queries evaluate tested objects only on product options selected in product configuration or on quote lines that exist within the quote line editor. Tested Field. Define the quote field that your lookup query evaluates. Note Tested Field supports non-null values only.

What is product rule in Salesforce CPQ?

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.

How do I install a CPQ package?

Required Editions
  1. Configure Salesforce Before Installing Salesforce CPQ. Before installing Salesforce CPQ, enable important settings in your Salesforce org.
  2. Install or Upgrade Salesforce CPQ. Install or upgrade Salesforce CPQ from your package installation link.
  3. Set Up Salesforce CPQ in Salesforce Professional Edition.
Required Editions
  1. Configure Salesforce Before Installing Salesforce CPQ. Before installing Salesforce CPQ, enable important settings in your Salesforce org.
  2. Install or Upgrade Salesforce CPQ. Install or upgrade Salesforce CPQ from your package installation link.
  3. Set Up Salesforce CPQ in Salesforce Professional Edition.

How do I upgrade my CPQ package?

Install or upgrade Salesforce CPQ from your package installation link.
…
Install or Upgrade Salesforce CPQ
  1. From Setup, enter Installed Packages , and then click Installed Packages.
  2. Find Salesforce CPQ and click Configure.
  3. Click the Pricing and Calculation tab.
  4. Click Authorize New Calculation Service.
Install or upgrade Salesforce CPQ from your package installation link.
…
Install or Upgrade Salesforce CPQ
  1. From Setup, enter Installed Packages , and then click Installed Packages.
  2. Find Salesforce CPQ and click Configure.
  3. Click the Pricing and Calculation tab.
  4. Click Authorize New Calculation Service.

How do I create a quote in Salesforce?

Create and Manage Quotes
  1. Click New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity.
  2. Complete the fields.
  3. Save your changes. A unique quote number is added.
Create and Manage Quotes
  1. Click New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity.
  2. Complete the fields.
  3. Save your changes. A unique quote number is added.

What is contract to cash process?

In service-oriented organizations this process begins with a client quote and ends once payment is received, and the money is in the bank. This macro process of converting sales opportunities into paying customers is often referred to as “quote-to-cash,” and its optimization is essential for financial well-being.”

See also  How can I be good at a cash register?

How do I create a join query in SOQL?

In SOQL statements, Inner and Outer Joins are used to join related objects like parent object and child objects to retrieve all related fields from base objects including the records of non refer related object. SELECT NAME, ACCOUNT__r.NAME FROM PROJ__C.

What does __ R mean in Salesforce?

“__r” is used for retrieving field values from the object’s related another object when those objects have relationship via Lookup field. See links below for detail and samples.

Leave a Reply

Your email address will not be published. Required fields are marked *