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QLE+ RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insights

RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insight

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Business Need
Quotes & Orders
Sales Productivity
Data Visualization
Requires
Revenue Cloud CPQ
Compatible With
Revenue Cloud
Revenue Cloud Subscription Management
Revenue Cloud CPQ

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Revenue Cloud CPQ
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Revenue Cloud
Revenue Cloud Subscription Management
Revenue Cloud CPQ
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials
Additional Requirements
Please find below the link to install the Enhanced Quote Line Editor – QLE+ v1.21: Install QLE+ v1.21 (https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKc0000009PlGIAU) Installation Key: Install@Xcel

App Details

Version
Enhanced CPQ Quote Line Editor/February 2026 1.21.0
Listed On
03/23/2024
Latest Release
02/07/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 9
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/21/2024

Additional Details

1. Visual intelligence that guides users to the right action - Conditional Formatting, Instant filtering, User Based Column Management, Multi level grouping and subtotaling 2. Zero Copy real time ERP or backend data visibility at the point of decision. Surface data easily from NetSuite, SAP, MS Dynamics or any backend / Fulfillment system without need for complex middleware 3. Agentforce Insights at the Point of Work leveraging data from both; Salesforce and your Backend Systems without ingestion in to Data Cloud 4. Turbocharged Salesforce with embedded Excel and Google Sheets with bi-directional sync. Now you have both, Excel and Google integrated visually and contextually to your quoting process 5. Scalable quote management with multi user collaboration. No quote line limits Highlights Data remains within Salesforce: Not taking any data outside of Salesforce User remains within Salesforce: Not taking the User outside of Salesforce Complement, not replace Adding capability, not replacing or recreating existing core RLM & CPQ capability No Change to existing implementation There is no change needed  as this is literally plug and play.

Need help?

B2B-Matrix

Palo Alto, CA

Please reach out to info@b2b-matrix.com