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LIVE DEMO: EZ Quote - Sample CPQ and Support App

Project type

Salesforce CPQ

Date

February, 2025

Location

Alpharetta, GA

Open EZ Quote in a new tab

I configured and deployed CPQ instance and made it available to External Partners via an Experience Cloud site. A simple yet powerful app to give access to authenticated Partners/Distributors to generate Quotes by leveraging Salesforce CPQ, Core Platform, and Experience Cloud.

Based on a fictitious company, CLIMB Coatings, whose tagline is 'Keep Climbing'. CLIMB dedicates to the niche market of aviation high performance coatings and paints. The provided Partner User is played by 'Mike Salesman', an Account Executive at All Coatings Inc, whom is a Partner of CLIMB Coatings.

This App allows you to:
- Create/Manage Quotes and Edit Quote Lines with enhance CPQ Functionality (Salesforce CPQ Quote Line Editor deployment). Some Validations and Alerts are deployed based on Product Rules, Error Conditions and Summary Variables. Also Product Configuration Attributes that are required upon Product addition to a Quote.
- Create/Manage Accounts
- Create/Manage Contacts
- Create/Manage Opportunities
- Create a Support Request

URL: https://keepclimbing-dev-ed.develop.my.site.com/ezquote/s/

For testing, use the following user details to Log In:

Username: ezquote@salesforcericardo.com
Password: Alpharetta2026!

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©2024 by SalesforceRicardo

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