· CPQ
Do You Have Salesforce CPQ Installed? Replace It with Sales Cloud
How CIPAQ replaces Salesforce CPQ by rebuilding your quoting process on standard Sales Cloud Quote objects, Flows and a custom LWC quote UI, and cancels CPQ licenses.
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Things we've learned on Salesforce projects: quoting, Revenue Cloud, and what it's like working alongside AI.
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· Revenue Cloud
Custom Quote UI in Salesforce: Why Is It So Hard to Find Examples?
A look at the custom Revenue Cloud quote UI CIPAQ built for a leading medical company: quote editor, smart content, demand forecast and deal summary screens.
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· AI
AI-Generated Salesforce Dashboard Mockups: Why "It Looks Easy" Isn't
Customers now bring ChatGPT and Claude mockups of their Salesforce sales homepage. Here is why an AI mockup is not Salesforce, and what it really takes to build.
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Or reach Jonathan directly at jonathan@cipaq.com or (469) 288-3381.