Quote Line Editor QLE Overview | EP3

[@apexhours]

Check more details here www.apexhours.com/salesforce-cpq-training/. Learn & Win : You will get some gift prizes for people that complete the full course www.apexhours.com/salesforce-cpq-training-contest/ for Further learning check blog post www.apexhours.com/salesforce-cpq-quote-line-editor/

[@ankitrawat94]

The best Salesforce learning Channel. ❤️🔥

[@apexhours]

Thanks

[@Ravi-wh9ue]

Excellent training videos on Salesforce CPQ! Reading trailhead documents may not enough to understand the depth of CPQ. But these sessions takes us to the depth. Still more to go!

[@salesforcecouple-sudhapras7930]

Really appreciate the feedback, Ravi!

[@apexhours]

Glad it was helpful!

[@neilmartin511]

Thank you so much for putting these videos together. Your instruction and teaching is so easy to follow I feel like an expert after watching them. You are the best!

[@apexhours]

Glad you like them! KEEP WATCHING and share with your friends

[@theshiningstar22]

I became an expert now. :B I watched just 3 Episodes.. :)

[@theTechBee]

TY Amit and @Salesforce Couple - Sudha & Prashant!

[@salesforcecouple-sudhapras7930]

Thank you for listening in, Pearl Lee!

[@apexhours]

Thanks

[@shivanigaur4409]

Thanks Sudha for clearing our basics.

[@apexhours]

Keep watching

[@salesforcecouple-sudhapras7930]

Thank you for listening in, Shivani! Glad you found the session useful!

[@sathishbatta6781]

Hi Sudha mam, Thank you for wonderful informative session. It's so happy & east to learn CPQ by watching this series of vedios. Thank you so much.

[@apexhours]

Keep watching

[@saidinesh7595]

Hi Sudha Mam and Prashant Sir, your sessions are very informative and worthy to learn from your classes. But please provide session on slow pace mam Because it was on American accent little so little difficult to understand the some sentences and good gaps are there in between. Apart from these I am very Privileged to learn from your sessions❤️😇

[@salesforcecouple-sudhapras7930]

Thank you for the feedback, Sai Dinesh! These are pre-recorded sessions, so cannot alter the pace now. :) These recordings are available if you want to revisit and hear the sessions again. We are glad that you are benefitting from the sessions.

[@apexhours]

Hi Sai, Thank for your feedback. You can change the playback speed to 0.75 from KZbin setting icon. I hope that would help you. But we will take care in future. Thanks keep watching

[@technoscience_yt]

this playlist is actually very very helpful. Really appreciate the guide

[@apexhours]

Glad you like it. Keep watching

[@ellafedotova2370]

@ApexHours Episode 3, Quote Line Editor, completed. Thank you! #ApexHoursCPQ

[@apexhours]

Keep watching

[@sanjayrs23]

Thank you for putting so much effort, these videos are really helpful.

[@apexhours]

Glad it was helpful!

[@anilkumarsahu8546]

simple but one of the best

[@apexhours]

Keep watching

[@harshitpatidar8233]

very useful video series for cpql thankyou,do you also have video series for salesforce billing...??

[@prakashjagadeep]

Thank you for this informative session on quotes

[@salesforcecouple-sudhapras7930]

Thank you for listening in, Prakash! Glad you found the session informative.

[@apexhours]

You are so welcome!

[@alobamify]

Amazing presentation. Thank you so much

[@apexhours]

So nice of you

[@umesh-umeshimprints]

Very informative & useful session. Any Trailhead module to revisit & learn other than practicing in Trail org of CPQ by seeing the video?

[@salesforcecouple-sudhapras7930]

Thank you, Umesh for listening in! Glad that you found the session informative! This Trailmix covers most of the topics - trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-salesforce-cpq-specialist-credential Here is Help Article for QLE: help.salesforce.com/articleView?id=cpq_use_the_qle.htm&type=5

[@apexhours]

Yes, absolutely. Link provided in blog post

[@umesh-umeshimprints]

@@apexhours I don't see it in the blog post - www.apexhours.com/salesforce-cpq-quote-line-editor/ .

[@chidforyou]

Thanks for the wonderful series of videos for Salesforce CPQ. It is really helpful for newbie like me who has just started my journey with Salesforce CPQ. Would you be able to explain on how to dynamically change the columns in the Quote Line Editor without creating custom field with Field Name 'EditLinesFieldSetName'. Is there a way to check the fields that control the FieldSets? In my Org, we do not have any custom field in Quote object with 'EditLinesFieldSetName' but the Quote Line Editor dynamically changes the column headers depending on the Term.

[@A78Ben]

Very informative, thank for your time and your content ! :)

[@apexhours]

My pleasure!

[@vikaskewalramani1398]

This video is amazing, however I am not able to drag and drop products between groups, do I need to enable any settings for that?, however Large Quote Experience has been enabled in my CPQ package.

[@0scJohnson0]

I’m only on #3 and am learning this to prepare for a project. I have a potentially dumb question about the cpq software product which is if a company already has a crm, internal company site and database for documents why is this cpq software a better option than adding a webpage that utilizes existing dbs to create accurate configs price lists and quotes?

[@sravanbaratam]

thank you for an awesome session.

[@salesforcecouple-sudhapras7930]

Thank you for listening, Sravan Kumar! Glad you enjoyed the session!

[@apexhours]

Glad you enjoyed it!

[@abdoulayediop2813]

great job, i liked, it helps me a lot

[@apexhours]

Awesome, thank you!

[@salesforcecouple-sudhapras7930]

Thank you! Glad you are finding the videos useful!

[@annapurnarayavarapu3712]

Thank you so much for making the videos and walking us through step by step. I have a quick question; I hope I get a response. When creating the custom object in the Quote information section of the Edit Quote page, why are we giving the Field label name different from the Field name? According to the demo, I have given Field label - Custom view, Field Name - EditlinesfieldsName. I tried to by creating the option demoed in your videos and tried to create one more option called Cost_markdown_view and thought I had to give the same Field name - EditlinesfieldsName because I was creating one more option to the custom field (Custom View); it didn't accept the Field name, saying it's duplicate value. I thought the Field name connects with the option values displayed in the field however it didn't work that way. Please throw some light on why we have given the Field name differently. Thank you in advance.

[@shrigaurav5051]

Nicely explained 👍

[@apexhours]

Thank you 🙂

[@shrigaurav5051]

@@apexhours you're doing great work 👍

[@arifmohammad5419]

Awesome....great work!!!!!!

[@salesforcecouple-sudhapras7930]

Thank you for listening in, Arif! Glad you found the session informative!

[@apexhours]

Thank you! Cheers!

[@lokeshv8999]

Iam currently working in oracle CPQ but planned to switch my career in salesforce CPQ ur videos really helping a lot for me thanks for ur efforts# And one question is it possible to switch from oracle CPQ to sales CPQ Sudha mam?

[@sunilk1510]

How solution group are different from Bundles formation? And if possible can you elaborate more on this Solution Group and its configuration

[@salesforcecouple-sudhapras7930]

A solution group is a predefined quote line group that sales reps can add to any quote. Solution groups are useful if you have a well-defined set of common quote line groupings. Instead of having to create groups every single time on each quote, if you already have a well defined set of groups (for instance, grouping by product family if your product catalog uses this for all products), then you can create solution groups in this case. You can save time by having these groups available right away rather than manually recreating them in each of your quotes. To enable solution groups, select Solution Group Enabled in your Groups package settings. You can then create and title as many solution group records as you need. When a user selects Groups in the quote line editor, they see a list of available solution groups below Add Group and Ungroup Quote. Selecting a solution group creates a group with your solution group’s title.

[@salesforcecouple-sudhapras7930]

We have separate sessions coming up on Bundles & Bundle Configuration. Do listen in to get a in-depth idea on bundles.

[@apexhours]

Let us know if you need more help

[@sunilk1510]

@@salesforcecouple-sudhapras7930 Looking Forward for that session.

[@purplesalt152]

Amazing! thank you!

[@apexhours]

Our pleasure!

[@salesforcetutorial5456]

Let me know how to lock and unlock the editing the values on this Line Editor window?

[@manikumar1662]

how to configure the field set based on the value in the Custom Value PickList?

[@salesforcecouple-sudhapras7930]

Mani, For the new set of columns to be displayed, we start with creating a field set in quote line object. In the video, I have created the cost plus markup field set with the necessary columns. After which, we have to create the Custom view field in the quote object, which will allow the user to select this particular field set we created. For this field to work the way we want, we use the Salesforce CPQ Special Field, EditLinesFieldSetName,to dynamically display different Quote Line Field Sets (or column headers) in the Quote Line Editor.

[@apexhours]

Thanks Salesforce Couple - Sudha & Prashant

[@manikumar1662]

Thanks a lot🙂

[@debbraflorentin3293]

Hi ApexHours, can you please help guide me on how to create the Custom View field set? I went over the video twice but still unable to follow. I am able to create the Cost Plus Markup but can't seem to add the Custom View field set button. Thanks.

[@mohdfaaiz1679]

After you have created a Custom View Field, go to Field Sets --> Line Editor --> simply drag Custom view field.

[@umesh-umeshimprints]

ANY LIMIT FOR FIELDS IN FIELDS SET & LIMIT FOR NUMBER OF GROUPS IN QLE?

[@salesforcecouple-sudhapras7930]

We are not aware of any limits on the fields per field set per se. Same for number of Groups in QLE. However, the number for both is driven by business requirements. It is recommended to show only 7-8 columns in the default view and add remaining fields in the drawer to extend the visibility.

[@umesh-umeshimprints]

@@salesforcecouple-sudhapras7930 Understand it. Thanks for the response.

[@apexhours]

Let us know if you have more question

[@deanmaloney8514]

Hi, I am interested in your ability to drag and drop quote lines between quote line groups. When I create groups, I only see one group on the page and have to select the groups bar on the right to see the other groups. In my instance, I am also not able to drag and drop any quote line items to different groups. Am I missing something in my settings or is it because I am not seeing multiple quote line groups on a single page?

[@akribis-sinergizandoconoci9517]

Hi, i have the same problem, if you had the answer to do this i'll be gratefull

[@akribis-sinergizandoconoci9517]

Update: I have the answer from anoter post, you must go to configuration / Instaled packageds / CPQ - "Edit", in the "Line Editor" tab you must uncheck the "Enable Large Quote Experience"

[@shivaji856]

Prashants presentation skills and knowledge is excellent where as Sudha's knowledge is good, her forced accent is unbearable and kind of distracts me in understanding.

[@prachikhandke59]

Question: Can we add CPQ managed package lookup fields i.e SBQQ__UpgradedSubscription__c to Standard Line Item Drawer field set ? I am facing issue, since in quick find box of standard Line item drawer field set all cpq lookups are not available in quick find box. Please can someone tell me if this is doable or not?

[@prakashjagadeep]

Hi everyone

[@apexhours]

hi

[@jatinachint7551]

Great content, great learning’s but really accent was not necessary,

[@pavanpalleti8580]

Please talk in normal accent.

[@apexhours]

I hope you enjoy the content