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Elements Quote Line Microscope

Turn Salesforce CPQ Price Rules from a black box into a blueprint.

Overview

The Elements Quote Line Microscope for Salesforce CPQ provides detailed tracking, visualization, and analysis of CPQ Quote Lines. The Elements.cloud diagrams show both the order of execution of Price Rules and the values written by their Price Actions.

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  • Benefits of Quote Line Microscope: Stop Revenue Leakage, Ensure Accurate Price Calculations, Accelerate Bulk Updates to CPQ Configuration, Reduce CPQ Complexity and Diagnose and Fix CPQ Errors

  • Visualize the price waterfall to understand how Quote Line values are calculated. From within any Quote Line you can generate a Price Rule Execution Diagram that explains how the calculations are applied.

  • Visualize all your active Calculator Price Rules in an easily understood Org Snapshot diagram. Use these to compare, simplify and combine rules.

  • Quickly see the impact of CPQ changes with change logs, dependency and impact analysis, across your entire CPQ, Advanced Approvals, and Salesforce org.

Understand CPQ Complexity. Ensure Pricing Accuracy. Accelerate CPQ Changes. Improve Troubleshooting & Governance. The Elements Quote Line Microscope provides detailed tracking and analysis of Quote Lines by explaining how Salesforce CPQ Price Rules are applied. The system captures the sequence and timing of Price Rule evaluations and draws Price Rule Execution Diagrams that you view in Elements.cloud. These diagrams provide an easy-to-understand visualization of Price Rules, Price Conditions, and Price Actions. For Quote Line diagrams, the diagram shows the actual value written to each Price Action target field. The Org Snapshot diagram lets you visualize the order of execution of all active Calculator Price Rules.

Categories

Business Needs
Quotes & Orders
Process Management
Personas
Administrator
Architect
Consultant
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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