Overview
Computer and Network Security
Foster City, CA
1,001-5,000 Employees
Custom Salesforce CPQ Solution
About the Client
A pioneer in SaaS security since 1999, this global leader is recognized as a Leader and Fast Mover in the 2025 GigaOm Radar Report. It integrates seamlessly with AWS, Google Cloud, and Microsoft Azure, securing 10,000+ enterprises, including the Forbes Global 100 and Fortune 100.
Disconnected Quotes, Frustrated Sales: The Challenge of CPQ Adjustments
With sales reps spending just 28% of their time selling, every inefficiency in the quoting process is a direct hit to revenue, agility, and customer experience.For this enterprise relying on Salesforce CPQ, while it excels at generating precise initial quotes, the inability to efficiently transfer item groups from existing quotes to new ones created operational bottlenecks.
Every contract adjustment required manual quote reconstruction—an error-prone, time-consuming process that slowed down deal cycles and increased the risk of inconsistencies. Sales teams struggled with:
- Manual Rework – Every pricing modification required rebuilding quotes from scratch.
- Inconsistent Pricing – Without a structured transfer process, discrepancies emerged.
- Customer Frustration – Slow updates on pricing and contract changes led to delays.
Without an intelligent automation strategy, the client struggled to scale engagement and optimize marketing efforts effectively.
The Hidden Cost of Inefficient Quote Amendments
Sales teams thrive on agility, but when every contract adjustment requires rebuilding quotes from the ground up, efficiency takes a hit. In Salesforce CPQ, modifying existing quotes should be seamless—yet, the platform’s out-of-the-box (OOB) functionality cannot carry forward grouped quote lines. This limitation forced the client’s team into manual workarounds, leading to significant operational bottlenecks.
How This Impacted Their Sales Process:
Slower Sales Cycles
Manual quote recreation increased processing time by 60%, delaying deal closures.
Higher Risk of Errors
Inconsistent pricing and configurations led to costly misquotes.
Scalability Challenges
A 40% slowdown in contract modifications as volume grew.
Customer Friction
Delays and discrepancies resulted in a 25% rise in escalations.
Automating Quote Amendments for Accuracy & Efficiency
Recognizing the operational bottlenecks and potential revenue impact, the client required a tailored solution to preserve quote structures, maintain pricing accuracy, and enhance workflow efficiency.
What Our Salesforce Certified Experts Executed
- Automated Group Preservation Created custom formula fields across Quote Line Group, Quote Line, and Subscription entities to assign unique group IDs, ensuring the grouping structure remains intact.
- Dynamic Apex Processing Built an Apex class to retrieve, validate, and systematically transfer grouped quote lines, reducing manual intervention and errors.
- Asynchronous Flow Execution Triggered automated updates upon amendment creation, streamlining workflows and preventing data inconsistencies.
- Intelligent Error Handling Integrated fail-safe mechanisms to detect and correct discrepancies in real-time, maintaining data integrity.
- Scalable Architecture Designed a solution adaptable to evolving business needs, ensuring seamless integration with future Salesforce updates.
- End-to-End Deployment & Training Rigorously tested in a sandbox environment, deployed with minimal disruption, and supported with user training for seamless adoption.
The Impact: Precision, Speed, and Scalable Efficiency
The customized solution seamlessly integrated within Salesforce CPQ optimized the amendment process while maintaining data integrity. Through custom formula fields, an Apex class, and asynchronous flow invocation, we set the foundation for scalable, future-proof CPQ operations.
The Impact We Delivered
92%
Faster Amendments
80%
Boost in Operational Efficiency
85%
Improvement in Compliance & Audit Readiness
100%
Preservation of Quote Line Grouping
Conclusion
“Every amendment is now a controlled, system-driven evolution of the original quote—ensuring precision, governance, and strategic agility within our Salesforce CPQ environment.”
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