Solutions that Last
Solutions that Last
Exploring the latest from the Logik.io Commerce Logic Engine Original Post: Test Drive – Logik.io on Salesforce CPQ Related References: Background Last year I reviewed the new Logik.io configurator experience available for use with Salesforce CPQ. That article can be…
Customize Service Appointment Bundling behavior via record maintenance Related Posts: Related References: Background Appointment Bundling offers a great deal of flexibility and customization through the maintenance of related records. In previous posts we went over Setup, Automated Bundling and Live…
Follow up to Automatic Bundling – explore ‘real-time’ Appointment Bundling updates based on record changes. Related Posts: Related References: Background In the previous post ‘Appointment Bundling – Automated Bundling‘, we looked at how Appointment Bundling can be done by a…
Automatically bundle Service Appointments that share specific criteria Related Posts: Related References: Background This is a follow up to ‘Salesforce Field Service – Appointment Bundling, Part 1 – Setup‘, and I will be assuming that the setup steps performed there…
Use Service Appointment Bundling to schedule multiple Service Appointments at once Related Posts: Related References: Scenario There are a number of potential scenarios where bundling Service Appointments may be useful. Let us take a hypothetical where there are multiple service…
Spring ’23 is right around the corner. I’m starting to see a lot of good summary content out there, and have reviewed the release notes in detail, so wanted to share some notables from the release. My usual disclaimer applies…
Background This is a quick follow-up post to ‘CPQ Pricing Logic Quickview‘ from a while back. I received a few requests to make the demonstrated component available on GitHub, and was terribly lazy in performing the bit of cleanup necessary…
Winter (’23) is coming. There will be far more comprehensive summaries out there, but I’ll throw my hat into the ring regardless. This time I actually got a pre-release box set up to check out the changes! My usual disclaimer…
Community rock-star Gidi Abramovich responded to ‘One File, Many Records‘ with an implementation he had created using Flow. Gidi volunteered to share his approach as we felt this would be useful as an alternative to managing in Apex. What is…
I’ve updated the currency on my record, but Currency field values didn’t change! Huh?!? The Scenario We have an Opportunity set to Currency of ‘USD’ with an Amount of ‘$20,000’. The Currency is updated to ‘EUR’ and our Amount remains…