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Revenue Cloud: Product Rules | Expert Coaching
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Learn how to get started with product rules in Salesforce CPQ. We’ll show you how and when to use product rules in CPQ to ensure technically valid product configurations on quotes.
0:00 Intro and Overview
0:19 What are product rules in Salesforce CPQ?
1:06 Demo - Validation/Alert Rules
1:35 Demo - Selection Rules
1:48 Demo - Filter Rules
2:15 Demo - Lookup Rules
2:29 Demo - Configuration Rules
3:03 Pro Tips for Success
3:40 Product Rules in Salesforce CPQ
3:57 Recap and Next Steps/Outro
#Salesforce #ExpertCoaching #RevenueCloud #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #SalesCloud #SalesforceCPQ
Use & Optimize: Revenue Cloud: Product Rules
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
0:00 Intro and Overview
0:19 What are product rules in Salesforce CPQ?
1:06 Demo - Validation/Alert Rules
1:35 Demo - Selection Rules
1:48 Demo - Filter Rules
2:15 Demo - Lookup Rules
2:29 Demo - Configuration Rules
3:03 Pro Tips for Success
3:40 Product Rules in Salesforce CPQ
3:57 Recap and Next Steps/Outro
#Salesforce #ExpertCoaching #RevenueCloud #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #SalesCloud #SalesforceCPQ
Use & Optimize: Revenue Cloud: Product Rules
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.