Solutions that Last
Solutions that Last
Thanks to Cloud Compliance and Saurabh Gupta for the opportunity to present a couple of solution approaches utilizing Custom Metadata Types. Please find the event video below!
The Winter ’22 release is right around the corner and the release notes and previews are up and running. I’m throwing my hat into the ring regarding summarizing some favorite new features. Here I will apply the usual disclaimer that…
Background Over the past couple years, I’ve repeatedly found myself using custom metadata types to control business logic, whether it be implemented in Apex or Flow. The first example where this design came in especially handy was in controlling 25+…
The Summer ’21 release is here, with the host of new features we’ve come to expect. Here are the top 10 items that jumped out at me, with a disclaimer that my bias continues to be towards Platform/Customization, Service Cloud…
Intro Stuff With each seasonal release, the ability to natively surface data in Salesforce continues to improve. This has especially been the case recently with Dynamic Forms and Dynamic Actions. With Dynamic Actions, gone are the days of needing ‘Banner…
This post is part of an impromptu series on Salesforce CPQ tools. The other posts in the series are provided below, as well as some links to related blog posts that have come up along the way! Blog Posts from…
The Background This is a quick review of a scenario posed by Tejas Kapasi in response to the last post on the basics of Product Search Plugin. He questioned whether or not the Product Search Plugin could be employed to…
The Background In the prior three posts on Guided Selling, and Product Configuration Initializer, we reviewed some alternative approaches to configuration using Salesforce CPQ. We then looked at Product Search Executor, which is currently blocked by an apparent bug (or…
The Background In the prior two posts on Guided Selling, and Product Configuration Initializer, we reviewed some alternative approaches to configuration using Salesforce CPQ. In this post we’ll extend again on the Guided Selling approach by adding a Product Search…
The Background In the previous post on the basics of Guided Selling, we set up a simple example for arriving at a configurable computer. As you’ll recall, our buyer ended up wanting a Gaming Laptop (also to be used for…