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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
- Business Need
- Quotes & OrdersSales ProductivityData Visualization
- Requires
- Revenue Cloud CPQ
- Compatible With
- Revenue CloudRevenue Cloud Subscription ManagementRevenue Cloud CPQ
The free package for RCA/RLM/ARM and CPQ provides brings visual intelligence, bi directional spreadsheet power, multi user quote handling, and real time ERP or backend data, and Agentforce Insights AT THE POINT OF WORK


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Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Revenue Cloud CPQ
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Revenue CloudRevenue Cloud Subscription ManagementRevenue Cloud CPQ
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloperEssentials
App Details
- Version
- Enhanced CPQ Quote Line Editor/February 2026 1.21.0
- Listed On
- 03/23/2024
- Latest Release
- 02/07/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package
- Package ContentsIf 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: 3Custom Tabs: 1Custom Apps: 0
- Lightning Components
- Global: 9App Builder: 1Community Builder: 0
- Languages
- English
Security
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