If you’re familiar with Salesforce CPQ, you probably know that it’s a powerful tool for managing quotes, pricing, and product configurations. But have you heard of twin fields?
What are Twin Fields?
Twin fields are a unique feature of Salesforce CPQ that allow you to display two related fields side by side, making it easier for your sales team to configure and price products.
For example, let’s say you’re selling laptops. You might have a twin field that displays the screen size and resolution together, so your sales team can quickly see which models fit their customer’s needs.
How Do Twin Fields Work?
To use twin fields in Salesforce CPQ, you’ll need to set up a product bundle with multiple products or product options.
Each twin field consists of two related fields that you choose from your product bundle. You can choose any two fields that make sense for your product, such as size and color, feature and price, or any other combination.
Once you’ve set up your twin fields, they’ll be displayed on the product configuration page, where your sales team can easily select the options that best fit their customer’s needs.
Why Use Twin Fields?
Twin fields offer a number of benefits for sales teams using Salesforce CPQ:
- Improved efficiency: By displaying two related fields side by side, twin fields make it faster and easier for your sales team to configure products and provide accurate pricing.
- Greater accuracy: With twin fields, your sales team can see all the relevant information at once, reducing the risk of errors or omissions in the product configuration.
- Better customer experience: By streamlining the product configuration process, twin fields can help your sales team provide a better customer experience, leading to increased satisfaction and sales.
How to Set Up Twin Fields
Setting up twin fields in Salesforce CPQ is easy:
- Create a product bundle with multiple products or product options.
- Select the related fields you want to display as twin fields.
- Set up the twin fields in the product bundle configuration.
Once you’ve set up your twin fields, they’ll be available for your sales team to use on the product configuration page.
Conclusion
Salesforce CPQ twin fields are a powerful tool for sales teams looking to streamline their product configuration process and provide accurate pricing to their customers. By displaying two related fields side by side, twin fields make it faster and easier for your sales team to configure products, reducing the risk of errors and improving the customer experience.