The Essential Guide to Reference Data Management Salesforce CPQ edition

Configuration data defined

In this guide, we will be talking a lot about Salesforce reference data. We want to take a moment to explain what this term means.

Reference data, sometimes called configuration data, “define the set of permissible values to be used by other data fields. In CPQ, reference data include Custom Action, Block Price, Location, Price Book Entry, Price Dimension, Price Rule, Product, Product Feature, Product Option, Product Rule, Quote Template, Quote Term, and Solution Group.

First Name

Last Name

Job Title

In which industry do you work?

Company Name

Address

City

State

Postal Code

Country

Phone

How many people are employed by your entire organization?

Company Revenue

Installed Tech:
Salesforce CPQ

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