Salesforce Revenue-Cloud-Consultant-Accredited-Professional - Salesforce Revenue Cloud Consultant Accredited Professional

 A Salesforce CPQ implementation can suffer from poor performance due to a large number of active pricerules supporting complex pricing requirements. To improve performance in this area, a Revenue Cloud Consultant can consider the following tactics:

Implementlookup price rules where applicable (Option B): Lookup price rules in Salesforce CPQ allow for the mapping of data points on a quote line to data in a custom object, finding a matching record with the same values, and retrieving an associated field value from the matched record1. This can help reduce the number of price rules needed, thereby improving performance1.

Implement Quote Calculator Plugin where possible to replace price rules (Option C): The Quote Calculator Plugin in Salesforce CPQ allows for the addition of extra functionality to the quote line editor with custom JavaScript code2. This can change how calculations are performed and manage page-level security such as field visibility2. By replacing some price rules with functionalities in the QuoteCalculator Plugin, the number of price rules can be reduced, leading to improved performance2.

The Large Quote Experience is a feature of Salesforce Revenue Cloud that allows businesses to handle quotes with a large number of quote line items more efficiently and avoid platform governor limit issues. The Large Quote Experience optimizes the performance of the Quote Line Editor and the Quote Calculator by using asynchronous processing, caching, and pagination. By enabling the Large Quote Experience, businesses can improve the user experience and reduce the risk of hitting CPU time, heap size, or SOQL query limits when saving or calculating large quotes. The Large Quote Experience can be enabled by setting the CPQ Package setting for “Large Quote Experience” to True. The Large Quote Experience also requires the CPQ Package setting for “Quote Batch Size” to be set to a value between 50 and 200, which determines the number of quote line items processed in each batch. The optimal value for this setting depends on the complexity and configuration of the quote line items

When a customer indicates the need for customization to Salesforce CPQ due to a process in a legacy system, the first step in ensuring the requirement is accounted for in scoping is to ask follow-up questions to ensure the legacy process has a business justification. This is important because it helps to understand the business needs and requirements better, and ensures that the customization will add value to the business. It’s crucial to understand the ‘why’ behind the need for customization before proceeding with it. This approach helps in avoiding unnecessary customizations and ensures that the solution aligns with the business objectives. References: Salesforce Introduces Revenue Cloud, Starting with CPQ: 8 Most Common Reasons for Customization