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SalesforceSaturday:Constraint Rules in Apttus CPQ

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#SalesforceSaturday Session by Radhe Shyam as part of New Delhi Salesforce Developer Group.

This is the 2nd session in a series of sessions planned by Radhe Shyam. More such sessions to come.

CPQ (Configure Price Quote) helps your channels close bigger deals faster with visibility into the latest product and pricing information, and the ability to quote quickly—from any device. With built-in analytics and intuitive workflows, your reps and partners can discount smarter, run faster than the competition, and be easy to do business with—no matter how complex your business becomes.

The World’s #1 CPQ (Configure Price Quote) Solution​. ... CPQ (Configure Price Quote) helps your channels close bigger deals faster with visibility into the latest product and pricing information, and the ability to quote quickly—from any device.

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SalesforceSaturday:Constraint Rules in Apttus CPQ

  1. 1. New Delhi Salesforce Developer Group Topic: Apttus CPQ - Constraint Rules LEARN . SHARE . CELEBRATE . SALESFORCE
  2. 2. About Presenter ● SFDC and Apttus Professional at Kloudrac Software Pvt. Ltd. ● Salesforce Certified Developer ● More than 3 years of experience on Apttus Tools ● More than 3 years of experience in Salesforce Domain ● Active Contributor in SalesforceSaturday
  3. 3. About My Company ● Working with Kloudrac Software Pvt. Ltd., Noida ● Started in September 2014 ● More than 70 Salesforce and Apttus Implementation Projects delivered in Industries like Networking, Construction, Telecommunications, Data Centers and many more ● Team size is 50 -100. Our Products on AppExchange 1. Custom Setup Audit Trail 2. Org Health (Know it before you hit it)
  4. 4. About New Delhi Salesforce DG ● First Revival Meetup in February 2016 ● We started with 240 Members ● We are now more than 1,280 members ● Join the Community : http://bit.ly/NewDelhiCommunity
  5. 5. What is SalesforceSaturday ● Started by Stephanie Herrera in Austin, Texas ● Meetup every Saturday in a Coffee Shop or anywhere to share and learn about Salesforce ● It’s now a global phenomena with more than 25 SalesforceSaturday Group over 5 Continents ● For India, it comprises of Online Knowledge Sharing sessions and Trailhead Challenges
  6. 6. Constraints Rules in Apttus CPQ Contents: 1. Introduction of Rules 2. Type Of Constraints Rules 3. Rules’ Object Understanding 4. Rules’ Object Relationships 5. Hand on implementation on Machine All Rights of contents are reserved with Apttus.
  7. 7. Constraints Rules: Understanding  Constraint Rules are configuration rules that are applied to a product or a set of products during the quoting process.  Constraint rules are configured for the conditional addition of a product to a quote. For example, When Product A is added to the cart, Product B may be automatically added based on an auto-inclusion type rule. Similarly, When Product B is added user may be prevented from adding Product C. All Rights of contents are reserved with Apttus.
  8. 8. Constraints Rules: Types Apttus supports five types of constraint rules: 1. Inclusion - Inclusion type rule is used to add a product to the cart 2. Exclusion - Used to exclude a product to the cart 3. Replacement - Use to replace and add a product to the cart 4. Recommendation - Used to prompt product suggestions to the user for addition to the cart 5. Validation - Used to prevent the user from finalizing the cart without resolving validation errors All Rights of contents are reserved with Apttus.
  9. 9. Constraints Rules: Rule’s Objects Understanding All Rights of contents are reserved with Apttus.  Constraint Rule: This is a header level object that links the condition with the action.  Constraint Rule Condition: This object captures the condition that triggers the rule.  Constraint Rule Action: This object captures the rule action that is applied to the cart when the rule condition is met.
  10. 10. Constraints Rules: Rule’s Objects Relationships All Rights of contents are reserved with Apttus. Constraint Rule Attributes: Name Description Sequence Active Constraint Rule Condition (Master-Detail(Constraint Rule)) Important Fields: Name Constraints Rule Sequence Product Scope Product/Group Condition Criteria Match Conditions(Multiple Conditions) Constraint Rule Action (Master-Detail(Constraint Rule)) Important Fields: Name Constraints Rule Sequence Message & Action Disposition Action Type & Action Intent Action Criteria Match Conditions(Multiple Conditions)
  11. 11. Constraints Rules: Implementation All Rights of contents are reserved with Apttus. Lets Do some Hands on - Create and Apply Constraints Rules
  12. 12. Follow Me Twitter https://twitter.com/r_shyam_sfdc LinkedIn https://www.linkedin.com/in/r-shyam-sfdc/ <Blog Name>
  13. 13. Follow New Delhi Salesforce DG Success Community http://bit.ly/NewDelhiCommunity Twitter @newdelhisfdcdug Meetup.com http://bit.ly/1QMPNRj Facebook: https://www.facebook.com/newdelhisfdcdug

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