Universal Containers is Preparing to go live with salesforce CPQ howeversales
management has stated that they would recurring revenue captured on opportunity line
item object to reference within existing pipeline reports.Annual revenue is currentlycaptured in the
field ARR c on the SBQQ QuoteLine__c Object.Which is the mostefficient solution?
The Salesforce CPQ (Configure, Price, Quote) system allows for the creation of custom fields on the Opportunity Line Item object, such as ARR c, to capture recurring revenue. This can be used in conjunction with a price rule to copy the value from the corresponding field (ARR c) on the SBQQ QuoteLine__c object. This solution is efficient as it leverages the existing structure and functionality of Salesforce CPQ, allowing for the seamless integration of recurring revenue data into existing pipeline reports.Reference:
Salesforce Revenue Cloud documents and learning resources
Salesforce Introduces Revenue Cloud to Help Businesses Accelerate Revenue Growth Across Any Channel
Get Started with Revenue Intelligence
Introduction to Revenue Intelligence for Sales Cloud
Getting Started: Revenue Cloud: Salesforce Billing
CPQ Object Relationships- Salesforce
Object Reference for the Salesforce Platform
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