Category: Salesforce CPQ

In the dynamic landscape of sales and business operations, CPQ has emerged as a game-changer for organizations seeking to streamline their quoting processes. Continue reading “Customization Made Simple: Exploring Salesforce CPQ Product Rules” →

In Salesforce CPQ, Price Rules are mechanisms used to adjust product prices based on predefined conditions. These rules ensure that the quotes you give to your customers are accurate, and consider various factors and business logic that might impact the final price.

Continue reading “CPQ Price Rules – What Are They?” →

Salesforce CPQ is a large system with very powerful functionality – but it may come as a surprise that it also has hidden features that are not visible when you are configuring the system through normal means such as Product and Price Rules.

 

These features give us access to more advanced functionalities that help us further configure Salesforce CPQ to meet business requirements. This is known as “Special Fields” and it gives CPQ admins access to very particular tools. Here, we will define what Special Fields are and some of the use cases for them, including the full list of pre-defined fields from Salesforce.

 

What are Special Fields and how do I enable them?

Special Fields are custom fields and are created the same way you would create a custom field usually. It is as simple as creating a custom field on a specific object with a specific API name.

By creating the custom field, you will enable the functionality of the Special Field that is not usually enabled by default, or you will change how the existing functionality works.

 

What are they used for?

There are over 20 Special Fields in total, each of which enables a specific feature. Here’s the list of all Special Fields from Salesforce.

 

We will be taking a look at the “AdditionalInstructions” and “AdditionalDiscountUnit” Special Fields. First, let’s look at the “AdditionalInstructions” Special Field and what it adds to product bundle Features in CPQ.

 

The “AdditionalInstructions” Special Field allows admins to add custom text to Product Features that users will see when they are configuring product bundles with features in the quote line editor. Creating a text area custom field on the Product Feature object, with the correct API name, will enable the Special Field and allow admins to populate the text field for any of their features. The screenshot below shows where the text is displayed on the feature once the field has been created and populated:

 

This allows admins to give some extra information or instructions to the user on how the feature should be configured for the product bundle.

 

 

Next, we will take a look at the “AdditionalDiscountUnit” Special Field.

 

As standard, users have access to both % and Amount discounts via the Additional Disc. field. By creating the “AdditionalDiscountUnit” Special Field, users have more flexibility over the type of discount they can select and as it is a picklist field, the admin can choose if they want to include or exclude certain values, providing more control to the admin.

The 4 types of discounts that can be included are %, Amount (must be active), Unit Override, and Total Override. How do the 2 new options, Unit Override and Total Override work?

• For Unit Override, the user would enter how much they want the Unit Price to be in the Additional Disc. column. CPQ will then calculate how much discount is required to get to the desired Unit Price.
• The same logic applies for Total Override but this time, the user would enter how much they want the Total price to be in the Additional Disc. column. CPQ will then calculate how much discount is required to get to the desired Total.

 

Below is an example of how the Unit and Total Override discounts work within the Quote Line Editor:

 

 

Once these have been saved in the Quote Line Editor, the actual discount that needs to be applied is automatically calculated and the value in the Additional Disc. field is updated to display the amount required to get to the desired Unit Price or Total (depending on the type of discount applied).

 

 

This gives our users more flexibility and more options in the way they can configure their Quotes and Quote Lines, whilst CPQ does the heavy lifting for us by auto-calculating the discount.

 

Conclusion

We have only scratched the surface of Special Fields by looking at two examples, but from both of these, we can see the power these hidden functionalities can provide to both CPQ admins and users. As with all Salesforce configurations, these Special Fields should be tested appropriately in a Sandbox environment before deploying to Production, especially as some of the Special Fields can drastically change the way pricing works within your org. And one last thing to remember, the API name must match the list from Salesforce, otherwise, the Special Field will not work!

 

When to move to CPQ?

Salesforce CPQ is a powerful tool that helps you structure your product catalogue and reduce time spent on Quotes and Pricing products. 

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Unsure as to whether you need to move from standard products and Quotes to CPQ? Check out this video, and get in touch with our team today.