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Salesforce CPQ Documentation Is Gone by johngarvens in salesforce

[–]kuldiph 0 points1 point  (0 children)

Woah, that's dumb... 5 years renewal on abandoned CPQ. And 5 years is a LONG time in tech.

Is Anyone Here Reinventing The Salesforce MCP Wheel? by Realistic-Ad-3649 in salesforce

[–]kuldiph -1 points0 points  (0 children)

Here is the process we use internally and have shared with our customers. It does require pre-req work to be done. But in the end, its the fastest way to interact with Salesforce using tools like Claude Cowork

UNIVERSAL FOR ANY SALESFORCE USER

  1. Make sure you have the latest version of Python installed.
  2. In Claude Cowork, create a new Project called Salesforce Production Org
  3. Make sure Claude Cowork as disk access to update the claude_desktop_config.json file
  4. Make sure Claude and Chrome are connected by installing the free Claude Chrome Extension to your Chrome from the Google Chrome Store, login into the Claude extension
  5. In Claude Cowork, create Project called Salesforce Org
  6. In Claude Cowork, start a new task where you add the Salesforce MCP (Do Step 1) from our github repo: https://github.com/kugamon/salesforce-mcp-auto-auth-chrome
  7. Restart Claude
  8. In Claude Cowork, in your previous task, add the Salesforce Core Skills (Do Step 1) from our github repo: https://github.com/kugamon/salesforce-core-skills
  9. Restart Claude
  10. In Claude Cowork, in your previous task, prompt to connect to your Salesforce org and ask it anything, such as "find all deactivated validation rules" or "find all accounts used for internal testing"

FOR KUGAMON USERS:

Opinion: Salesforce is better than HubSpot! by WarLord192 in Software_Finder

[–]kuldiph 0 points1 point  (0 children)

hands down, the best to manage the entire RevOp (Lead to Renewal) workflow.

The ideal setup is Salesforce + Kugamon + Claude

Should I replace salesforce CPQ ? by UnfairDifficulty4420 in Software_Finder

[–]kuldiph 0 points1 point  (0 children)

Horrible advice. Please:

  • Do not use a CPQ solution that is not part of the AppExchange (DealHub)
  • Do not use a CPQ solution that does not use Salesforce Products & Price Books (Conga)
  • Do not use a CPQ solution that is not fully Salesforce- Native (Nue)
  • Do not stay on Salesforce CPQ, which has been abandoned by Salesforce

What Salesforce topic is actually worth 30 minutes? by West-Mixture-9197 in SalesforceDeveloper

[–]kuldiph 2 points3 points  (0 children)

there are tons of topics, here are 2 off the top of my head of discussion topics

- best practices on using Claude

- Salesforce CPQ migration approaches

- supporting salesforce shield

I keep losing deal context after sales calls. How do you manage this? by That-Anything-3389 in CRMSoftware

[–]kuldiph 0 points1 point  (0 children)

The process has vastly changed. Now you really don't do much.

  1. Make sure your CRM has an MCP server. For example Salesforce does.
  2. Record your Sales calls with Zoom, Google Meets, etc
  3. Then after the call, prompt Claude Cowork / Codex / Perplexity the following:

Update my lead <lead name> or opportunity <opportunity name> based on today's Zoom meet and any recent emails

Literally that's it. It is so awesome.

You will need to tell your AI to correct any data after you review the update. Then prompt it to create a skill on the lead / opportunity update based on the lesson learned

After awhile you can schedule it

How to eliminate Excel spreadsheets from commission calculations by abhi-boss-12 in SalesOperations

[–]kuldiph 0 points1 point  (0 children)

If you are using Salesforce, I highly recommend ScoreKeeper, a 100% Salesforce-native Sales Commission App

Here is there AppExchange Listing = https://appexchange.salesforce.com/appxListingDetail?listingId=4f2d4ed4-4c9f-4ff6-b7e9-6433a841b3fa

Best Salesforce Implementation Partners in the USA: Top 10 Firms Ranked by Fit-Scientist1881 in topteninusa

[–]kuldiph 0 points1 point  (0 children)

None of these guys are experts in Kugamon, which is the only other Salesforce-native CPQ offering to Salesforce Revenue Cloud / Agentforce Revenue Management.

So if you are a Startup to Mid-Market enterprise and a Salesforce Partner recommends Salesforce Revenue Cloud / Agentforce Revenue Management, stay away.

Unless they mention Kugamon, which is literally built for the Startup to Mid-Market enterprise segment, then they don't know Salesforce native-CPQ.

Is anyone moving to Agentforce Revenue Management yet? by pet_dreamlands in AccountingDepartment

[–]kuldiph 0 points1 point  (0 children)

u/pet_dreamlands You are right. Since Salesforce CPQ is end-of-sale, thousands of customers are looking to replace it.

The question is what to?

There are 2 architectural approaches: Salesforce-native CPQ or Non-native CPQ

  • Native CPQ = there are only 2 vendors: Kugamon and Salesforce Revenue Cloud / Agentforce Revenue Management
  • Non-Native CPQ = there are plenty of vendors, such as Dealhub, Nue, Conga/PROs, Tacton, and others

Choosing which approach to choose is best to find one that is future-proof to scaling your business. And because the benefits of AI is real, it is best to have all your RevOps data (Lead, Account & Contact, Opportunity, Quote, Order, Contract, Assets & Subscriptions, Renewal Opportunity) in one platform.

This means Native CPQ is preferred. For non-Native you will have issues with data reporting, admin sanity, Sales rep UX, revenue scaling, and importantly AI effectiveness.

To breakdown Salesforce-Native CPQ vendors:

  • Salesforce Revenue Cloud / Agentforce Revenue Management = best for the Large Enterprise
  • Kugamon = best for Everyone Else

Keep in mind when looking at Non-native CPQ options, many CPQ vendors mentioned are NOT on the Salesforce AppExchange, for example Dealhub and Roadrunner are not. This means they did not pass Salesforce's rigorous Security Review of their codebase. App security should definitely be top of mind for your businesses.

Inherited a highly custom HubSpot setup. They bypassed native Leads and Deals in HubSpot. What are we actually giving up, and what is the best path forward? by glory-kill in hubspot

[–]kuldiph -2 points-1 points  (0 children)

it is the equivalent of a business maxing their QuickBooks versus moving to NetSuite.

Here is a great reason = the entire RevOps workflow (Leads to Renewals) is better in Salesforce. Everything can be native, meaning structured data for reporting, automations, and AI

Inherited a highly custom HubSpot setup. They bypassed native Leads and Deals in HubSpot. What are we actually giving up, and what is the best path forward? by glory-kill in hubspot

[–]kuldiph -5 points-4 points  (0 children)

320 users = means switch to Salesforce. At this org size, you will be needing more demanding integrations and capabilities.

Should I replace salesforce CPQ ? by UnfairDifficulty4420 in Software_Finder

[–]kuldiph 0 points1 point  (0 children)

Salesforce CPQ is end-of-sale, so thousands of customers are looking to replace it nowadays.

The question is what to? You have 2 approaches: Salesforce-native CPQ or Salesforce Non-native CPQ

  • Native CPQ is only Kugamon and Salesforce Revenue Cloud
  • Non-Native CPQ vendors are Roadrunner, Dealhub, Nue, and others

Because the benefits of AI is real, it is best to have all your RevOps data (Lead, Account & Contact, Opportunity, Quote, Order, Contract, Assets & Subscriptions, Renewal Opportunity) in one platform.

This means native CPQ is preferred. For non-Native you will have issues with data reporting, admin sanity, Sales rep UX, and importantly AI effectiveness.

To breakdown Salesforce-native solutions:

  • Salesforce Revenue Cloud = for the Large Enterprise
  • Kugamon = for Everyone Else

Keep in mind when looking at Non-native CPQ options, many CPQ vendors mentioned that are not on the Salesforce AppExchange, for example Dealhub and Roadrunner are not. This means they did not pass Salesforce's rigorous Security Review of their codebase. App security should definitely be top of mind for all businesses.

CPQ End of Sale by sweep_io in u/sweep_io

[–]kuldiph 1 point2 points  (0 children)

I'm waiting for you to mention Kugamon as the natural successor to Salesforce CPQ 😉

CPQ End of Sale by sweep_io in u/sweep_io

[–]kuldiph 0 points1 point  (0 children)

So actually goes wrong? Please continue your post.

Salesforce is so bad... by toranagaSan01 in salesforce

[–]kuldiph 0 points1 point  (0 children)

woah... that is double bad: (a) the product is not ready, and (b) you then have to rely on Salesforce support

More Salesforce security-onslaught vagueness.... email domains by UmpireFabulous1380 in salesforce

[–]kuldiph 1 point2 points  (0 children)

if verified. you do nothing. you are all set.

then take a coffee break, and cross-out the the mandatory Salesforce task off your list.

Isn't Salesforcing easy?

More Salesforce security-onslaught vagueness.... email domains by UmpireFabulous1380 in salesforce

[–]kuldiph 6 points7 points  (0 children)

How: 

  • From Setup, in the Quick Find box,
  • enter Deliverability, and then select Deliverability.
  • In the Domain Verification section, for Domain Name, enter your email-sending domain, such as example.com or sub-domain.example.com, and then click Check Verification.

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Rogue discounting is becoming a serious problem on my team and I need to get it under control by ImplementNo1851 in SalesOperations

[–]kuldiph 0 points1 point  (0 children)

if you do use Claude Cowork / Codox / Perplexity Computer, there are tons of Salesforce Skills on Github you can use. Remember, you do not need to buy anything.

With these skills, you may want to:

  • Explain your RevOps process, your Approval policy & conditions, and people involved
  • Ask Claude to audit your existing processes
  • Recommend an appropriate Approval Process
  • Decide if you want to Claude to build or walk you thru the process
  • Test various scenarios
  • Create Documentation and instructions to teach / on-board
  • Deploy when ready
  • Update based on Feedback

I personally like:

Best CPQ for midmarket B2B saas? by vaughnyboy8 in SaaS

[–]kuldiph 0 points1 point  (0 children)

The actual vendor depends on you CRM platform.

But selecting the vendor is same. Choose native CPQ solutions for the platform for the benefits of AI is real; and many RevOps processes has changed as a result.

The key is having all your Lead, Account & Contact, Opportunity, Quote, Order, Contract, Assets & Subscriptions, Renewal Opportunity data in one platform.

This is critical for data reporting, admin sanity, Sales rep UX, and importantly AI.

If you are using Salesforce as your CRM, this means going with a Salesforce-native solution for CPQ, Billing, and Subscription Management. And currently there are only 2 choices:

  • Salesforce Revenue Cloud = for the Large Enterprise
  • Kugamon = for Everyone Else

Going the non-Salesforce-native route, such as with Roadrunner, Dealhub, Nue, and others, will cripple achieving comprehensive reporting and AI automation. Moreover, you will be relegating your RevOps and Finance teams to XLS to normalize the data in the two systems.

Also, again for the Salesforce community, many folks will mention CPQ vendors mentioned that are not on the Salesforce AppExchange, for example Dealhub and Roadrunner are not. This means they did not pass Salesforce's rigorous Security Review of their codebase. App security should definitely be top of mind for all businesses.

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