Installation Notes & Settings

IMPORTANT: Enable “Quotes” in Salesforce prior to installation

Enabling quotes will not change any functionality within your existing Salesforce org, but it is a feature that is not enabled by default.

To enable quotes in Salesforce:

  • Go to Setup > Search and type ‘Quotes
  • Click on Quote Settings
  • Check the box to enable Quotes

Note: If you subsequently decide to uninstall Flexpricer, you can choose to disable the Quotes feature again.

Installing Flexpricer® for Salesforce

Please use the following video as a guide on how to install Flexpricer® for Salesforce.

Note that this video shows an early version of Flexpricer in Salesforce Classic.  Your experience may differ slightly from that shown.

Flexpricer® Settings Page

To access the Flexpricer Settings Page, open the Flexpricer App and select the Flexpricer Settings tab. You should see a page with tabs that appears similar to this:

You’ll see 6 sub-tabs on this page

  • Onboarding – a series of sliders to add Flexpricer fields and related lists to page layouts
  • Settings – activate or deactivate features within the app
  • Scheduled Jobs – schedule or unschedule batch jobs that perform background processing
  • Credits – credits to open-source technology providers
  • Privacy Policy – a link to the company privacy policy
  • Assessment – a performance checker to compare app performance between orgs

After installing Flexpricer for Salesforce, it’s important to complete the post-installation steps so that your users can utilise the Vision Product Selector interface and any premium features that you choose to enable.


Please note that as we have renamed certain features and regrouped them, the grouping in your Flexpricer instance may differ from the grouping below.  Please refer to the Legacy Naming Guide for more details.

Features

Flexpricer contains lots of great pricing and selling features that run in the Vision Product Selector.

Many of these features can be enabled and disabled individually.  We recommend only enabling those features that you plan to use as this helps Flexpricer run more efficiently.

Making Selling Simpler Features

These are the features that make life as a sales user easier, but they don’t make any pricing or line item changes.

  1. Real Time Interface offering real-time edits & updates before saving,
  2. Customisable Quick Search finds the right product fast using your own search field and display criteria
  3. Custom Fields Support allows you to embed your won opportunity product and quote line item custom fields in the real-time interface to capture additional relevant information.
  4. Customisable Product Cards display more details from search and store favourites to quick add to the opportunity
  5. Rapid Product Quantities will quickly add predetermined quantities of your products from the Product Cards area
  6. Favourite Products allow individual sales users to select up to 12 products that appear as their own first product cards, provided they are in the selected pricebook
  7. Quote Launcher allows the sales user to launch a Salesforce-like quote template from the Flexpricer Vision interface
  8. Default Quantities allow you to configure different default quantities for each product
  9. Notifications provide instant, in-browser, notifications of useful sales intelligence
  10. Advanced Precision enable users to view and save product prices and line items by increasing the number of decimal places

Simple Guided Selling Features

These features offer and suggest ways for sales users to sell more profitably and accurately configure your products.

  1. Up/Down-Sell recommends suitable alternative products based on existing line items
  2. Cross-Sell to display additional products that could be sold alongside existing quote line items
  3. Simple Product Configurator pops up a window with the product and default options to allow you to take your Opportunity and Quote Line Items to another level
  4. Guided Product Bundles (Add-ons) automatically add related products to an opportunity based on the products you’ve selected
  5. Target Discounted Total allows your sales users to revise the opportunity total amount and automatically spread the discount proportionately across the products
  6. Compatible Products highlight products that are compatible (or incompatible) with others

Account-focused Strategies

These features automatically amend prices and discounts based on information configured on – or related to – Account records.

  1. Account Pricebooks set pricebooks by accounts rather than opportunities so each time a client orders, you use the right pricebook
  2. Account Discount guarantee a standardised discount to all opportunities on any given account
  3. Contracted Pricing lock-in agreed product prices or discounts for different clients – so they always get their agreed price – also includes expiry dates!
  4. Account-specific Products make products specific to an Account (or Customer) so that they only appear in search results for their associated accounts
  5. Segmented Account Pricing changes the sales price of groups of products for groups of customers
  6. Dynamic Account Pricelist allows you to search or download a dynamically generated Account price list that includes bespoke products and pricing without having to create a pricebook for each Account

Product-focused Strategies

These features amend prices and discounts, plus suggest/recommend/control other line items based on information configured on – or related to – Product records

  1. Fixed Product Bundles generate more profit by grouping products together to sell at a special bundle price
  2. Volume Pricing and Discounts offer discounts for larger orders at certain volume breaks and encourage up-selling
  3. Quantity Price Breaks apply tiered discounts based on the quantity of products added to an opportunity or quote
  4. Percentage Pricing empower you to price a product dynamically based on the value of other products on the opportunity or quote
  5. Time-Limited Availability allows products to only become available for a time-limited period between a start date and end date
  6. Time-Limited Discounts automatically apply a discount to a product when that product is added to an opportunity between the discount start date and discount end date
  7. Percentage Discount Products add a negative-value line item to opportunities and quotes
  8. Quantity Rates and Multipliers enable you to price per thousand or other denomination, as suits your product range
  9. Dimensional Quantities – creates an automatic calculation of square/cubic measurements when quantities are driven by dimensions
  10. Exclusion Strategies allow you to exclude certain products from search, account discount and account price lists
  11. Product Data Translations allow you to search for and view product data in different languages

Finance Management

And last, but by no means least, features designed to control and highlight costs and profit margins.

  1. Profit Calculator to give you instant visibility of product and opportunity/quote margins when adding line items
  2. Finance Schedules spread opportunity amount between start and end dates on line items to distribute revenue across different months based on number of days in the month
  3. Price Lock for Salesforce Products prevents a user from changing the sales price of an individual product when they have permissions to change all sales prices
  4. Segmented Account Pricing allow you to control pricing of groups of Products for groups of Accounts with simple administration

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