Watch it work.375 walkthroughs, recorded in a real org.
Short, specific recordings of Kugamon running inside Salesforce — one task per video. Grouped the way the channel groups them, so related tutorials sit together. Summaries come from each video's own description.
Every walkthrough, by playlist.
Recorded in a real Salesforce org. Summaries are from each video's own description. Subscribe on YouTube →
AI for Salesforce CPQ & Quote-to-Cash (Claude + Cirra AI + Kugamon) 15
Connect Claude AI to Salesforce — Cirra AI MCP Server Setup for Kugamon (Admin Tutorial)
Admin walkthrough for connecting Claude AI (or ChatGPT) to a Salesforce org through Cirra AI's MCP server, installing the Kugamon Claude Skill, and verifying the connection. It's the setup gateway every other video in the AI series assumes, enabling natural-language CPQ, Quote-to-Cash, and Subscription Management with Salesforce security intact.
Watch →
Connect Claude AI to Salesforce in 5 Minutes (End User Setup)
The end-user counterpart to the admin setup: once an admin has authorized Cirra AI org-wide, this shows individual users how to activate it for themselves in about five minutes. Covers connecting a Claude Pro or ChatGPT Plus account and installing the Kugamon Skill.
Watch →
Create a Salesforce Account with Claude AI in 60 Seconds
Demonstrates creating a Salesforce Account by voice using Claude AI with Cirra AI and Kugamon. A quick proof that records can be created hands-free in under a minute.
Watch →
Create a Salesforce Contact with Claude AI
Shows Claude AI creating a Salesforce Contact and associating it to an Account by voice. Part of the AI admin demo series highlighting natural-language record creation.
Watch →
Create a Salesforce Opportunity with Claude AI
Claude AI creates a new Opportunity—Account, Stage, Amount, Close Date, and Record Type—in a single natural-language prompt. The starting point of an AI-driven Kugamon Quote-to-Cash flow.
Watch →
Create a Quote in Salesforce with Claude AI
Because Kugamon stores the quote natively in Salesforce, Claude can build one in about a minute, adding line items, pricing, and discounts by voice. An 8-minute walkthrough of native AI quoting.
Watch →
Update a Quote in Salesforce with Claude AI
Shows how a mid-deal change (e.g., 75 licenses instead of 50) is handled by voice—resizing, re-pricing, and re-triggering approvals—without clicking through a multi-screen CPQ wizard.
Watch →
Clone a Quote in Salesforce with Claude AI in 30 Seconds
Demonstrates one-click quote cloning via Claude in about 30 seconds, a capability Kugamon offers that native Salesforce CPQ lacks. Useful for spinning up variant deals fast.
Watch →
Cancel a Quote in Salesforce with Claude AI
Addresses forecast pollution from dead quotes by having Claude cancel them in seconds to keep the pipeline clean. Explains how stale quotes distort win/loss math and forecasting.
Watch →
Create an Order in Salesforce with Claude AI
Shows two ways to create a Kugamon Order—from a Quote or by direct entry—natively with Claude AI. Frames the Order as where the deal becomes real revenue.
Watch →
Update an Order in Salesforce with Claude AI
Claude updates a signed Order to handle post-sale changes in about 30 seconds, something most CPQs make painful. A 5-minute change-management walkthrough.
Watch →
Clone an Order in Salesforce with Claude AI in 30 Seconds
Demonstrates cloning an Order to handle reorders and multi-site rollouts without rebuilding from scratch. Done natively in roughly 30 seconds.
Watch →
Release an Order in Salesforce with Claude AI
Shows Claude releasing a Kugamon Order, firing the downstream RevOps cascade (Contract, Asset, Subscription, Invoice). Release is framed as the moment revenue becomes real.
Watch →
Cancel an Order in Salesforce with Claude AI — Clean Cascade Reversal
Explains that cancelling an Order is a full cascade reversal across Contract, Asset, Subscription, and Invoice, and shows Claude doing it cleanly. A 5-minute walkthrough.
Watch →
Hit Your Claude Usage Limit? Add More for Power Users
A tip video on what to do when you hit Claude usage limits while working in Salesforce via Cirra AI. Explains how power users can add more capacity.
Watch →Salesforce Product Catalog & Product Management 21
Understand Product Snapshots
Explains the Kugamon Product Snapshot view and how end users can quickly reference how Products or Services are configured. Aimed at making catalog navigation easier.
Watch →
Setup Product Catalogs in Salesforce
Covers Product Catalog Management—how CPQ users find and select the right Product for Quotes and Orders. Walks through admin setup of the catalog.
Watch →
Salesforce Products, Price Books, and Price Book Entries Explained
A primer on the difference between Salesforce Products, Price Books, and Price Book Entries. Foundational background for configuring pricing in Kugamon.
Watch →
Setup Slab Tiered Pricing for Services (Admin)
Walks admins through configuring slab-based tiered pricing for Services in Kugamon. Step-by-step setup from the administrator's perspective.
Watch →
Setup Volume Tiered Pricing for Products (Admin)
Walks admins through configuring volume-based tiered pricing for Products. The admin-side companion to the slab pricing tutorial.
Watch →
Create a Service
Shows how Kugamon auto-generates Service records once an admin creates a standard Salesforce Product. Covers the fields and steps involved.
Watch →
Create a Non-Shippable Product
Demonstrates building a non-shippable Product from scratch, including which fields to set and enable. Useful for digital or service-style items.
Watch →
Difference between Products and Services
Explains how Kugamon distinguishes Products from Services, with an example of how the system calculates each. Clarifies when to use each type.
Watch →
Renew with a Different Product
Covers replacing or renewing a subscription item with a different Product when the original is being sunset. Shows the renewal-swap workflow.
Watch →
Create a Product
Shows how Kugamon uses standard Salesforce Products and Price Books, and how end users select items once the catalog is built. A basic catalog-building tutorial.
Watch →
Create a Shippable Product
Demonstrates configuring a shippable Product so Kugamon automatically creates Shipment records on Order Release. Walks through a full example.
Watch →
Enable Price Uplift for a Renewable Service
Shows how to set a price-uplift value for renewable Services within Kugamon's Subscription Management. Walks through an example of applying uplift on renewal.
Watch →
Configure Assets on a Product (Per Line)
Explains using the standard Salesforce Assets object to track product assets, configured on a per-line basis. Step-by-step Product configuration.
Watch →
Configure Assets on a Product (Per Quantity)
The per-quantity counterpart: configuring Asset tracking so one Asset is created per unit of quantity. Shows the setup on the Product.
Watch →
Service Term Calculation
Explains Kugamon's Service Term calculation and how it can be edited within Edit Lines on the Quote and Order configurator page. Details how the term is computed.
Watch →
Service Term Behavior
Covers enabling or disabling Service Term Behavior calculations and explains the function in detail. A companion to the Service Term Calculation video.
Watch →
Product Cost
Shows how to set up and view Product Cost for items that use a cost-based pricing method. Walks through the configuration steps.
Watch →
Discounted Price Behaviors
Explains Kugamon's price-behavior options, focusing on the two choices for Line Discount and Price behavior. Helps admins control how discounts apply.
Watch →
Product Setup Configurator (Admin)
Introduces Kugamon's Configurator for building Product Configurations, billed as an industry first. Walks through an example setup.
Watch →
Product Quantity Configuration
Demonstrates new Product Quantity Configuration options, including default, minimum, and maximum quantity settings. Shows an example of constraining quantities.
Watch →
Create New Products with Kugamon & Saplyn (Admins)
Highlights how Kugamon and Saplyn together make it easier for admins to add new Products in Salesforce. Walks through the admin steps to create Products efficiently.
Watch →Partner Showcase (Kugamon + Saplyn) 3
Kugamon & Saplyn for Sales Teams (End Users)
Shows how Kugamon and Saplyn help new sales reps get into the sales cycle quickly and confidently. Highlights end-user actions like creating special accounts and pricing.
Watch →
Setup Special Pricing with Saplyn
Walks end users through setting up Special Pricing in Salesforce with Saplyn's guidance. Demonstrates doing it accurately and with confidence.
Watch →
Add Lines to a Quote with Saplyn
Shows how to add product lines to a Quote, using Saplyn's "Nudges" to do it more intelligently. An end-user tutorial on smarter quote building.
Watch →Getting Started / Learning Kugamon CPQ 10
Try Kugamon Free for 30 Days — Full Salesforce Trial with Admin Rights (No Sales Call)
Introduces Kugamon's 30-day trial, a complete full-featured Salesforce Enterprise org with the Kugamon CPQ suite and admin rights. Positioned for hands-on evaluation without a sales call.
Watch →
Salesforce CPQ Full Demo: End-to-End Quote-to-Cash
A complete Winter 2026 walkthrough of the entire Quote-to-Cash process on Salesforce in the new Lightning experience. A comprehensive end-to-end product demo.
Watch →
Create a Quote
Covers the four different ways to create a Quote in Kugamon, emphasizing flexibility to match a company's unique process. A core getting-started tutorial.
Watch →
Create PDF (Quote)
Shows how an end user can preview a Quote proposal as a PDF before sharing it with a prospect. Walks through the preview workflow.
Watch →
Understand Quote Status
Explains the different Quote statuses and how to manage quoting through the sales cycle. Includes references to the four ways to create a quote.
Watch →
Create an Order
Walks through the five different ways to create an Order in Kugamon, highlighting process flexibility. The order-side companion to the Create a Quote tutorial.
Watch →
Create PDF (Order)
Shows how an end user can preview an Order proposal as a PDF before sharing it externally. Covers the order preview workflow.
Watch →
Understand Order Status
Explains the different Order statuses and how to manage Orders through the sales cycle. Includes notes on emailing order links.
Watch →
Create an Invoice by Order Release
Demonstrates how Kugamon automatically creates an Invoice when an Order is released, streamlining the billing step. Shows the automation in action.
Watch →
Create Payment from an Invoice
Shows how a rep can create a Payment directly from an Invoice and send a live payment link to a customer. Covers the invoice-to-payment flow.
Watch →Salesforce Inventory Management 20
Mass Import Inventory from Inventory Tab
Walks end users through keeping Inventory current via bulk imports from the Inventory Tab. Focuses on mass-updating stock records.
Watch →
Update Sold Inventory on Order Release
Shows how Inventory is automatically adjusted for sold quantities when an Order is released. Keeps stock counts accurate post-sale.
Watch →
Update Inventory on Shipment Status Change
Demonstrates how shipped and delivered quantities update Inventory as shipment statuses change. Maintains accuracy through fulfillment.
Watch →
Access Kugamon Inventory Reports
Shows how to view, filter, and analyze Inventory reports directly within Salesforce. A tour of Kugamon's inventory reporting.
Watch →
Move Inventory from a Warehouse Record
Walks through transferring stock between locations starting from a Warehouse record. An end-user inventory-movement tutorial.
Watch →
Move Inventory from an Inventory Record
The counterpart that transfers stock between locations starting from an Inventory record. Shows the alternate path to move inventory.
Watch →
Changing a Warehouse on an Order
Demonstrates updating the Warehouse field on an Order and confirming the change. Useful when fulfillment location shifts.
Watch →
Refresh Inventory from an Inventory Record
Shows how to quickly refresh a single Inventory record to update its counts. A one-record refresh tutorial.
Watch →
Mass Refresh Inventory from the Inventory Tab
The bulk version: refreshing many Inventory records at once from the Inventory Tab. Keeps stock data current at scale.
Watch →
Create Inventory from Inventory Tab
Walks through creating a new Inventory record directly from the Inventory Tab. Covers entering product and quantity details.
Watch →
Create Inventory from a Warehouse
Shows how to add a new Inventory record directly from a Warehouse in Salesforce. An alternate creation path tied to a location.
Watch →
Create Inventory from a Product
Reviews the steps to quickly create Inventory for a given Product record. Another route to stand up inventory.
Watch →
Receive / Adjust Inventory
Explains how to correctly receive and adjust Inventory within the Inventory Management platform. Covers stock intake and corrections.
Watch →
Warehouse Record Overview
An overview of the Warehouse record in the Inventory Management platform. Orients users to warehouse fields and structure.
Watch →
Assign a Warehouse to an Account
Shows how to assign a Warehouse to an Account in Kugamon. Useful for account-specific fulfillment.
Watch →
Create a Warehouse from Warehouse Tab
Walks through creating a Warehouse record from the Warehouse Tab. A basic setup tutorial for locations.
Watch →
Inventory Record Overview
An overview of the Inventory record within the Inventory Management platform. Explains the key fields on an inventory item.
Watch →
Create a Warehouse from Kugamon Settings
Shows the alternate path to create a Warehouse record from Kugamon Settings. Another warehouse-setup option for admins.
Watch →
Inventory Tab Overview
A walkthrough of the Inventory Tab within Kugamon's Inventory Management platform. Orients users to the tab's layout and functions.
Watch →
Access Inventory
Shows how to access your Inventory within the Kugamon Inventory Management platform. A starting-point navigation tutorial.
Watch →Salesforce Digital Sales Room — Kugamon Rooms 46
Access the Kugamon Rooms Application
Reviews how admins and end users access Kugamon Rooms, described as the only Salesforce-centric Digital Sales Room application. An orientation to the Rooms app.
Watch →
Create a Room from an Opportunity
Shows how to create a Room directly from an Opportunity record. Part of the Rooms getting-started series.
Watch →
Create a Room from an Account
Shows how to create a Room directly from an Account record. The account-based counterpart to creating Rooms from Opportunities.
Watch →
Create a Room from the Room Tab
Covers creating a Room directly from the Room Tab. Another entry point into the Salesforce-native Digital Sales Room.
Watch →
Undelete a Room
Shows how to recover a deleted Room in Kugamon Rooms. A quick data-recovery tutorial.
Watch →
Understand a Room — Part 1: Details
The first in a series breaking down the Room record, starting with the Details view. Orients users to a Room's core fields.
Watch →
Understand a Room — Part 2: Content
Walks through the Room Content tab, where materials are organized. Part two of the Room anatomy series.
Watch →
Understand a Room — Part 3: Relationships
Covers the Room Relationships tab and how contacts/records connect to a Room. Part three of the series.
Watch →
Understand a Room — Part 4: Engagement
Explains the Room Engagement tab for tracking buyer activity. Part four of the Room anatomy series.
Watch →
Understand a Room — Part 5: History
Reviews the Room History tab for auditing changes and activity. The final part of the series.
Watch →
Understand Room Status
Provides an overview of the different Room statuses. Sets up the status-specific videos that follow.
Watch →
Room Status — Draft
Focuses on the Draft Room status and what it means in the Rooms lifecycle. A short status deep-dive.
Watch →
Room Status — Published
Covers the Published Room status, when a Room is live for buyers. Part of the status series.
Watch →
Room Status — Archived
Explains the Archived Room status for retired Rooms. Completes the Room status series.
Watch →
Edit a Room
Shows where to navigate to edit a Room. A basic editing-workflow tutorial.
Watch →
Change the Room Account Logo
Walks through changing the account logo displayed in a Room. A branding-customization tip.
Watch →
Change the Room Banner
Shows how to modify a Room's account banner. Another Room branding customization.
Watch →
Preview a Room
Demonstrates where to go to preview a Room before publishing. Lets sellers see the buyer's view.
Watch →
What Is a Digital Sales Room? The Only Salesforce-Native DSR (Demo)
Explains the Digital Sales Room concept—a shared, branded buyer/seller workspace—and demos Kugamon Rooms as the only Salesforce-native DSR. A conceptual overview plus product demo.
Watch →
Assign Admin Permissions for Kugamon Rooms
Reviews the two ways to assign the Rooms Admin permission set—via the permission set record and via the individual user record. An admin setup tutorial.
Watch →
Assign User Permissions for Kugamon Rooms
The user-side counterpart: the two ways to assign the Rooms User permission set. Covers granting end users access.
Watch →
Setup Organization-Wide Email Addresses in Salesforce
Walks through configuring Org-Wide Email Addresses in Salesforce, a prerequisite for Rooms email features. A Salesforce setup tutorial.
Watch →
Change Room Palette
Shows how to change a Room's color palette. A per-Room branding customization.
Watch →
Add Room Welcome Text
Demonstrates adding welcome text to a Room. Personalizes the buyer's landing experience.
Watch →
Add Room Rich Text
Shows how to add rich-text content blocks to a Room. Expands on Room content formatting.
Watch →
Add Room Files
Covers adding files to a Room for buyers to access. A core content-sharing tutorial.
Watch →
Access Kugamon Rooms Reports
Shows how to access Rooms reporting within Salesforce. Helps teams analyze Room engagement.
Watch →
Upload Default Banner
Reviews uploading a default banner that applies across Rooms. A global branding setup step.
Watch →
Upload Organization Logo
Shows how to upload your organization's logo into Kugamon Rooms. Another global branding step.
Watch →
Add Privacy Policy
Demonstrates adding your Privacy Policy to Kugamon Rooms. Supports compliance in buyer-facing Rooms.
Watch →
Add Room YouTube Videos / Shorts
Shows how to embed YouTube videos or Shorts into a Room. Enriches Room content with video.
Watch →
Add Room Button(s)
Covers adding action buttons to a Room. Helps drive buyer next steps.
Watch →
Clone a Room
Demonstrates cloning an existing Room to reuse its setup. Speeds up creating similar Rooms.
Watch →
Add Room Catalogs
Shows how to add a custom catalog within a Room. Lets buyers browse offerings inside the DSR.
Watch →
Add Room Tables
Covers adding a table element to a Room. A content-layout option for structured data.
Watch →
Room Section Types
Reviews the different section types available when building a Room. Helps users structure Room content.
Watch →
Enable Rooms Path
Shows how to set up Rooms Path enablement for guided progression. An admin configuration tutorial.
Watch →
Add Room Links
Demonstrates adding links to a Room. Lets sellers point buyers to external resources.
Watch →
Set Default Room Palette
Shows how to set a default palette for consistent Room branding. A global branding-consistency step.
Watch →
Share Room
Shows how an end user externally shares a Kugamon Room with a prospect or customer in minutes. The core sharing workflow for Rooms.
Watch →
Share Room (External Room Participant)
Demonstrates how an external prospect or customer can share a Room with their own team members. Covers buyer-side sharing.
Watch →
Add Kugamon Rooms to Account Page Layout
Walks through editing the Account page layout to surface related Rooms in a Related List. An admin layout tip.
Watch →
Add Kugamon Rooms to Opportunity Page Layout
The Opportunity-side counterpart: adding Rooms to the Opportunity page layout via Related Lists. Another admin layout tip.
Watch →
Add Room Timelines
Shows how to organize and document milestones and progress using Room Timelines. Useful for mapping the sales or project process for buyers.
Watch →
Manage Files in Kugamon Rooms
Covers uploading, organizing, and sharing files within a Room. Centralizes collaboration content.
Watch →
Add Room Steps
Demonstrates using the Steps Section to organize timelines and deadlines in a Room. Helps structure a guided buyer journey.
Watch →Salesforce Admin Tips & Best Practices 74
4 Ways to Transfer Salesforce Account Owner (Including Mass Transfer)
Reviews four methods for transferring Account ownership in Salesforce, including mass transfer. Useful for reassignment or employee departures.
Watch →
4 Ways to Reset Password in Salesforce
Covers four ways to reset a Salesforce password. A practical admin and end-user how-to.
Watch →
Export Reports in Salesforce
Shows how to export a report out of Salesforce. A quick reporting tip.
Watch →
Create an Account Hierarchy in Salesforce
Walks through setting up an Account Hierarchy in Salesforce. Helps model parent/child account relationships.
Watch →
Activate the New Salesforce Lightning Design System (SLDS2 / Salesforce Cosmo)
Shows how to enable Salesforce Cosmos, the new Lightning Design System, to refresh the Lightning Experience. An admin UI-modernization tip.
Watch →
Add Reports to the Home Page
Reviews the steps to add Reports to the Salesforce Home Page. A dashboard/home customization tip.
Watch →
Enable Notes in Salesforce
Walks through enabling the Notes feature on Salesforce objects. A quick setup tutorial.
Watch →
Change Sort Order of Salesforce Related Lists
Shows how to modify the sort order of Related Lists to improve the end-user experience. A Lightning customization tip.
Watch →
Create a Salesforce Files Public Link
Reviews creating a public link to a Salesforce File with an expiration date. Useful for external file sharing.
Watch →
Set Opportunity Currency (Multi Currency)
Covers a best practice for setting Opportunity Currency in multi-currency orgs with Kugamon. Helps avoid currency-handling pitfalls.
Watch →
Create an Opportunity
Explores creating an Opportunity and using Salesforce and Kugamon together through the sales process. A foundational sales tutorial.
Watch →
Setup Salesforce Approval Process
Reviews the admin steps to set up Approval Processes in Salesforce. Useful for discount or deal approvals.
Watch →
Create a Contact from an Account
Walks through creating a Contact directly from an Account record. A basic CRM how-to.
Watch →
Inline Edit a List View
Shows how inline editing in a List View speeds up bulk record updates. An end-user productivity tip.
Watch →
Mass Password Reset in Salesforce
Demonstrates how admins reset passwords for many users at once. A bulk-administration tip.
Watch →
Delete Contacts
Explains a best practice for "deleting" Contacts that are tied to Orders or Invoices and can't be removed directly. Avoids breaking related records.
Watch →
Change Company Address
Covers where company address info lives in Salesforce and Kugamon, noting it appears on Quote, Order, and Invoice PDFs. Shows how to update it.
Watch →
Add/Remove Fields from Salesforce List Views
Reviews adding and removing columns/fields in a Salesforce List View. A view-customization tip.
Watch →
Add / Remove Tabs in Salesforce
Shows how to add or remove tabs in the Salesforce navigation. A workspace-customization tip.
Watch →
Login as Another User
Walks through the admin steps to log in as another user for troubleshooting. A support/admin technique.
Watch →
Can't Find Your Custom Object?
Diagnoses and resolves why a custom object may not appear in Salesforce. A troubleshooting tip.
Watch →
Delete Custom Objects in Salesforce
Reviews the admin steps to delete a Custom Object. A cleanup/administration tutorial.
Watch →
Create a New User in Salesforce
Covers the steps to create a single new user in Salesforce. A core admin onboarding task.
Watch →
Export Salesforce Data with dataloader.io
Shows how to use dataloader.io to import, export, and delete Salesforce data. A data-management walkthrough.
Watch →
Create a Knowledge Article in Salesforce
Walks through creating a Salesforce Knowledge Article from drafting to publishing. A knowledge-base how-to.
Watch →
Remove Opportunity Stage from Salesforce
Reviews how to remove an Opportunity Stage in Salesforce. A sales-process customization tip.
Watch →
Deactivate / Delete Users in Salesforce
Covers properly deactivating or deleting a user. Important for offboarding and license management.
Watch →
Create a Report in Salesforce
Walks through the steps to build a Report in Salesforce. A foundational reporting tutorial.
Watch →
Clone an Opportunity in Salesforce
Shows how to clone an Opportunity. Useful for repeat or similar deals.
Watch →
Add, Edit, and Delete Lead Stages in Salesforce
Reviews how to add, edit, and delete Lead stages. Helps tailor the lead lifecycle to your process.
Watch →
Managing Files in Salesforce
Highlights how to manage Files within the Salesforce platform. A general file-handling tutorial.
Watch →
Create Surveys in Salesforce
Shows how to quickly build and send a survey, customizing questions. Uses native Salesforce Surveys.
Watch →
Change Salesforce Opportunity Owner
Reviews three ways to change the Opportunity owner. Useful for reassignment and territory changes.
Watch →
Change Salesforce Contact Owner
Covers the three ways to modify a Contact owner. The contact-side counterpart to changing Opportunity ownership.
Watch →
Setup Big Deal Alerts
Shows how an admin sets up Big Deal Alerts to notify on large opportunities. A sales-management automation tip.
Watch →
Add a Field to Salesforce Related Lists
Reviews two ways to add a new field to a Related List. A layout-customization tip for admins.
Watch →
Change Default Time Zone in Salesforce
Walks through changing the company's default time zone. A foundational org setting.
Watch →
Change Salesforce Support Case Owner
Covers the three ways to modify a Case owner. Useful for support routing and reassignment.
Watch →
Create a Contact from a Lead
Walks through creating a Contact from a Lead record. A lead-conversion-related how-to.
Watch →
My Domain vs Sites Domain
Explains the key difference between Salesforce My Domain and Sites Domain to avoid confusion. A conceptual clarification.
Watch →
Check Salesforce Login History to Optimize Your Salesforce Licenses
Shows how to review login history to find unused licenses and reallocate them. A cost-optimization tip.
Watch →
Check Salesforce Storage Limits
Walks through checking Salesforce storage and governor limits. Important ongoing admin hygiene.
Watch →
Set the Organization Default Language in Salesforce
Reviews changing the default language for the whole org. A foundational localization setting.
Watch →
Forecast in Salesforce
Walks through setting up Forecasting for users. Helps sales leaders project pipeline.
Watch →
Enable Field History Tracking
Shows how to enable Field History Tracking on fields (noting formula fields are excluded). Supports auditing of data changes.
Watch →
Set IP Address Range in Salesforce
Reviews setting up IP address ranges for end users. A login-security configuration.
Watch →
Delete a Published Knowledge Article on Salesforce
Shows how to safely delete a published Knowledge article. Keeps the knowledge base clean.
Watch →
Add Opportunity Stage to Salesforce
Reviews how to add a new Opportunity stage. The counterpart to removing stages.
Watch →
Create a Contact from the Contacts Tab
Walks through creating a Contact directly from the Contacts tab. A basic CRM data-entry how-to.
Watch →
Setup Opportunity Teams in Salesforce
Reviews the admin steps to set up Opportunity Teams. Supports collaborative selling.
Watch →
Create a Checkbox Field in Salesforce
Shows how to add a checkbox field to the Opportunity object. A simple field-creation tutorial.
Watch →
Salesforce Related Lists
Explains what Related Lists are and how to add or modify them. A layout-fundamentals tutorial.
Watch →
Create an Opportunity Report
Walks through building an Opportunity Report. A practical reporting how-to.
Watch →
Add Permission Sets to Salesforce Users
Shows two quick ways to assign one or many Permission Sets to users. A common access-management task.
Watch →
Dynamic Related Lists Overview in Salesforce
Provides an overview of Dynamic Related Lists. Explains how they offer more flexible related-record display.
Watch →
Create Lookup Filters in Salesforce
Shows how Lookup Filters guide users to the right records and improve data accuracy. An admin data-quality tool.
Watch →
Leads versus Opportunities in Salesforce
Explains the difference between Leads and Opportunities. A CRM-fundamentals primer.
Watch →
Enable Salesforce Lightning Chrome Extension
Shows how to enable the Salesforce Lightning browser extension. An end-user productivity setup.
Watch →
Deactivate a User in Salesforce
Walks admins through safely deactivating user access. Supports security and license management.
Watch →
Add Salesforce Lead Stage
Reviews creating a new custom Lead stage. A lead-process customization.
Watch →
Create a Dashboard in Salesforce
Builds a baseline understanding of Dashboards and walks through creating one. A reporting/visualization tutorial.
Watch →
Freeze / Unfreeze a User in Salesforce
Shows how admins quickly freeze or unfreeze user access. A fast security control short of full deactivation.
Watch →
Create Custom Objects in Salesforce
Reviews the admin steps to create a Custom Object. A data-model fundamentals tutorial.
Watch →
Schema Builder Overview
Explains how Schema Builder works and creates a Custom Object using it. A visual data-modeling walkthrough.
Watch →
Create a Website URL field in Salesforce
Shows how to add a URL field to an object. A quick field-creation tip.
Watch →
Freeze or Deactivate a User in Salesforce
Explains the key differences between freezing and deactivating a user and when to use each. Helps admins make the right access decision.
Watch →
Create a Picklist Field in Salesforce
Walks through building a custom Picklist field from scratch. A common field-creation tutorial.
Watch →
Create a Date Time Field in Salesforce
Shows how to add and configure a Date/Time field. Helps keep date-based data consistent.
Watch →
Create a List View (Finance)
Demonstrates creating a custom List View tailored for finance data. Helps teams organize and filter records.
Watch →
Create Text Field in Salesforce
Shows how to set up and configure a Text field. A basic field-creation tutorial.
Watch →
Create a Percentage Field in Salesforce
Walks through adding and configuring a Percent field. Useful for rates and ratios.
Watch →
Create an Image Field in Salesforce
Shows how to add and configure an Image field to visually enhance records. A field-creation tip.
Watch →
Create an Email Field in Salesforce
Demonstrates adding and configuring an Email field. Helps keep contact info accurate.
Watch →
Create an Encrypted Field in Salesforce for Private Information
Shows how to create an Encrypted field to securely store sensitive data. A data-security tutorial.
Watch →Salesforce Revenue Management 8
Create Revenue on Order Release
Shows how Kugamon's Revenue Management platform creates Revenue records automatically when an Order is released. The foundation of revenue tracking.
Watch →
Lock Revenue to Prevent Unrelease
Demonstrates locking Revenue records to prevent an Order from being unreleased. Protects data integrity.
Watch →
Post an Invoice to Prevent Unrelease
Explains how posting an Invoice disables the Unrelease function and preserves Revenue records. A revenue-integrity control.
Watch →
Setup Revenue for an Additional Charge/Credit
Walks through configuring an Additional Charge/Credit so it generates Revenue records on Order Release. An admin setup tutorial.
Watch →
Enable Revenue Management in Salesforce
Covers understanding and enabling the Revenue Management function in Kugamon. The prerequisite for all revenue features.
Watch →
Add Revenue Report to Orders
Shows how to create a better Revenue view on Orders beyond Related Lists. A reporting-enhancement tutorial.
Watch →
Add Revenue Report to Accounts
The account-side counterpart: surfacing Revenue reporting on Account records. Improves revenue visibility.
Watch →
Refresh Revenue
Walks through the two ways to refresh Revenue within the Revenue Management platform, including a mass batch job. Keeps revenue data current.
Watch →Kugamon Customer Reviews & Testimonials 16
Tim's Surprising Verdict on Kugamon!
Tim Chingos of Branch Metrics shares why Kugamon is his top choice for CPQ, praising its support. A customer testimonial.
Watch →
Kathy Describes the Best Implementation Experience Ever!
Kathy Krupa, Chief Growth Officer of Move This World, shares her positive implementation journey with Kugamon. A customer testimonial.
Watch →
Kari Shares her Experience of Kugamon Support
Kari Voigt of riteSOFT recounts her Kugamon support experience after ripping and replacing Salesforce CPQ. A customer testimonial.
Watch →
Why did Kari Rip & Replace Salesforce CPQ during the Implementation?
Kari Voigt of riteSOFT explains why she stopped a Salesforce CPQ implementation midway and switched to Kugamon. A switcher testimonial.
Watch →
Tim Shares How Much He Saved Self-Implementing Kugamon over Salesforce CPQ!
Tim Chingos of Branch shares the cost savings from self-implementing Kugamon versus Salesforce CPQ. A value-focused testimonial.
Watch →
Why Does Michael See Kugamon More Than his Family!
Michael Meiser, founder of Lumilum, shares why he recommends Kugamon. A lighthearted customer testimonial.
Watch →
Tim Tells Us Why Branch Metrics Chose Kugamon
Tim Chingos recounts why Branch Metrics chose Kugamon and how the implementation went. A decision-story testimonial.
Watch →
Jason Reveals Why He Absolutely Recommends Using Kugamon!
Jason Fill of Smarter Services gives three reasons to buy Kugamon. A recommendation testimonial.
Watch →
After 8 Years, Michael is still the Company Admin
Michael Meiser of Lumilum shares how he has remained the company's Salesforce & Kugamon admin for eight years. A longevity testimonial.
Watch →
Kari Shares Why riteSOFT Replaced Salesforce CPQ with Kugamon
After a year fighting Salesforce CPQ, Kari explains riteSOFT's switch to Kugamon and a roughly one-month implementation. A switcher testimonial.
Watch →
Jason Shares How Implementing Kugamon Differs from Salesforce CPQ!
Jason Fill of Smarter Services contrasts implementing Kugamon with Salesforce CPQ / Revenue Cloud. A comparison testimonial.
Watch →
Kathy Tells Us How Much Move This World Loves Kugamon
Kathy Krupa shares how Kugamon improved Move This World's sales process. A customer testimonial.
Watch →
8 Years In — Michael Tells Us Why Lumilum Still Loves Kugamon
A Kugamon customer since 2015, Michael Meiser shares his long-term ownership experience. A loyalty testimonial.
Watch →
Jason Tells Us Why Smarter Services Moved the Business onto Kugamon
Jason Fill recounts why Smarter Services moved its business processes onto Kugamon. A migration testimonial.
Watch →
Michael Integrates Kugamon with Shopify!
Michael Meiser of Lumilum explains how Kugamon integrates with Shopify for online order processing. A use-case testimonial.
Watch →
Kathy Grades Kugamon Support!
Kathy Krupa of Move This World shares her judgment on Kugamon's support quality. A support-focused testimonial.
Watch →Salesforce Shipping & Fulfillment 11
Create PDF (Shipment / Packing Slip)
Shows how to generate Packing Slip PDFs on a per-record and mass basis. A fulfillment-document tutorial.
Watch →
Unrelease Order Check (Shipment Lines)
Explains the friendly error that prevents unreleasing an Order when a Shipment has already shipped or delivered. Protects fulfillment data.
Watch →
Update Shipment Status
Walks through updating a Shipment record's status on a per-record and mass basis. A fulfillment-management tutorial.
Watch →
Generate a Shipment from an Approved Order
Shows how to manually generate Shipments from an Approved Order in Classic Salesforce. Covers the manual fulfillment path.
Watch →
Generate Shipments via Order Release
Demonstrates automatically creating Shipment records when an Order is released. The automated fulfillment path.
Watch →
Understand Shipment Status
Walks through the different Shipment statuses and how to manage them in the sales cycle. A status-reference video.
Watch →
Update Contact Shipping (Quote)
Shows how to manually update the Contact Shipping record within a Quote. A shipping-details how-to.
Watch →
Magic Shipment Checkbox
Explains the single checkbox that controls whether Shipment records auto-generate on Order Release. Shows where to find and set it.
Watch →
Update Contact Shipping (Order)
The order-side counterpart: manually updating the Contact Shipping personnel on an Order. A shipping-details how-to.
Watch →
Update Contact Shipping Without Leaving Edit Lines
A quick tip showing how to fix the Contact shipping address from inside Edit Lines without navigating away. Keeps the quoting/ordering flow uninterrupted.
Watch →
Reasons Orders Cannot be Unreleased
Explains the friendly error conditions that block unreleasing an Order (shipped/delivered shipments, related records). Helps users understand the guardrails.
Watch →Salesforce Billing — Invoices & Payments 14
Update Invoice Status
Explains how an Invoice's status changes automatically when sent or canceled. Walks through managing invoice status.
Watch →
Create PDF (Invoice)
Shows how to generate Invoice PDFs individually or in bulk. A billing-document tutorial.
Watch →
Post an Invoice
Walks through posting an Invoice from the Invoice record or the Invoice tab. Covers the posting process step by step.
Watch →
Unrelease Order Check (Posted Invoices)
Explains the friendly error that prevents unreleasing an Order once its Invoice is posted. Protects billing integrity.
Watch →
Email Link vs PDF (Invoice)
Compares the Invoice "Email PDF" and "Email Link" buttons for sharing invoices with customers. Helps choose the right delivery method.
Watch →
Understand Invoice Status
Walks through the different Invoice statuses and how to manage invoices in the sales cycle. A status-reference video.
Watch →
Invoice Schedules
Covers Invoice Schedule options—one-time, monthly, quarterly, semi-annual, and yearly. Explains scheduling recurring invoicing.
Watch →
Add Comments to an Invoice
Shows how to add comments directly to an Invoice to capture notes and clarify details. A documentation tip.
Watch →
Add Invoice Additional Charges & Credits
Demonstrates the two ways to apply and adjust Additional Charges & Credits on an Invoice. Helps fine-tune billing.
Watch →
Create an Invoice from Invoice Tab
Shows how to create an Invoice from the Invoice tab to add missing Additional Charges & Credits. Walks through an example.
Watch →
Create Manual Payment from an Invoice (Classic Terminal) — Checks, Wires & ACH
Shows how AR/finance/admin users record a non-gateway payment (check, wire, ACH) against an Invoice using the Classic Terminal. A practical billing walkthrough.
Watch →
Create Manual Payment from an Invoice — Checks, Wires & ACH
A four-minute walkthrough of recording a non-gateway payment against an Invoice. The standard (non-Classic-Terminal) manual payment flow.
Watch →
Create Manual Payment from an Order (Classic Terminal) — Checks, Wires & ACH
Shows how to record check, wire, or ACH payments against an Order, common for B2B/enterprise contracts. A manual payment walkthrough.
Watch →
Create a Payment in Salesforce — Record Deposits, Unapplied Cash & Customer Credits
A 3-minute tip on recording a Payment directly from the Payment Tab with no Invoice or parent record required. Useful for deposits, retainers, overpayments, and on-account/unapplied cash common in B2B.
Watch →Salesforce Subscription Management 6
Subscription Automations
Shows where and how to set up the Subscription and Renewal automations in Salesforce. The starting point for subscription scheduled jobs.
Watch →
Contract Renewal Notice Email (Subscription Automation)
Walks through creating the scheduled job that sends Contract Renewal Notice emails. Part of the Subscription Add-On automation series.
Watch →
Renewal Order Generation (Subscription Automation)
Shows how to set up the scheduled job that auto-generates Renewal Orders. Automates the renewal pipeline.
Watch →
Subscription Active Check (Subscription Automation)
Walks through configuring the scheduled job that checks subscription active status. Keeps subscription states accurate.
Watch →
Auto-Active Contracts Checkbox
Explains how to ensure Contracts activate automatically within Subscription Management. Shows where to set the option.
Watch →
Update Contract Contacts
Shows how to add, edit, or replace Contact records on a Contract. A contract-maintenance how-to.
Watch →Salesforce Payment Processing 17
Create a Payment from an Account
Explains how to create a Payment directly from an Account record. A quick payment-entry path.
Watch →
Create a Payment from the Payment Tab
Shows how to create a Payment directly from the Payments tab. An alternate payment-entry path.
Watch →
Process a Refund
Walks through the refund process, which is consistent across Kugamon packages and payment processors. A refunds tutorial.
Watch →
Refund Handling for Manual Payments
Shows how to refund Manual Payments specifically, with a worked example. Complements the general refund video.
Watch →
Process a Card Payment via Payment Terminal
Explains how to process a debit/credit card payment through the Payment Terminal. A card-processing walkthrough.
Watch →
Save a Payment Method
Shows the two ways to securely save a Payment Method. Supports faster future payments.
Watch →
Create a Recurring Charge
Walks through setting up a Recurring Charge from a Released Order. Enables subscription-style billing.
Watch →
Process a Manual Payment via Payment Terminal
Demonstrates processing a manual payment (check or electronic funds transfer) through the Payment Terminal. A manual-payment walkthrough.
Watch →
Understand Payment Status
Walks through the different Payment statuses and how to manage payments in the sales cycle. A status-reference video.
Watch →
Create a New Payment Method for a Contact
Shows the multiple ways to store a Payment Method tied to a Contact record. A payment-setup tutorial.
Watch →
Refresh Payments
Walks through manually refreshing Payments to keep data accurate. A data-maintenance tip.
Watch →
Create Payment from an Order
Shows how to create a Payment directly from an Order and send a live payment link. An order-to-payment flow.
Watch →
Create Payment from an Order (Internal User) / Integrate Stripe with Salesforce
Demonstrates a rep taking payment from an Order while talking to a customer, with Stripe integrated into Salesforce. A live-payment walkthrough.
Watch →
Create Payment from an Invoice (Internal User) / Integrate Stripe with Salesforce
Shows capturing a customer payment directly from an Invoice using the Stripe integration. The invoice-side internal-user flow.
Watch →
Accept Amazon Pay / Integrate Stripe with Salesforce
Walks through enabling Amazon Pay in Salesforce via Stripe. A payment-method activation tutorial.
Watch →
Accept Apple Pay / Integrate Stripe with Salesforce
Shows how to configure Apple Pay in Salesforce through the Stripe integration. A payment-method activation tutorial.
Watch →
Accept Cash App / Integrate Stripe with Salesforce
Demonstrates enabling Cash App as a payment method via Stripe. Rounds out the alternative-payment options.
Watch →Salesforce CPQ — Assets 4
Refresh Assets
Explains the Refresh Assets function for updating Asset data at the individual or mass Order level. Covers when to use it.
Watch →
Purchased Assets
Shows how to honor a previously purchased Asset price when preparing a new Quote. A renewal/expansion pricing tutorial.
Watch →
Understand Asset Status
Walks through the different Asset statuses and how to manage Assets in the sales cycle. A status-reference video.
Watch →
Add Quote Lines from Purchased Assets
Shows how to add Quote lines based on previously purchased Assets to save time. An efficiency tutorial for renewals/expansions.
Watch →Salesforce CPQ — Quotes & Orders 35
Set Default Contacts via Order Release
Explains how Key Contacts from an Order update related records on Order Release. Maintains contact data integrity.
Watch →
Mass Sync Opportunity Lines via Quotes & Orders Tabs
Shows how to mass-sync Opportunity Lines from the Quotes and Orders tabs. A bulk-sync walkthrough.
Watch →
Email PDF (Quote)
Demonstrates using the [Email PDF] button to share a Quote proposal externally. A quote-delivery tutorial.
Watch →
Compare Products
Shows the Comparison Mode on the Quote/Order configurator for comparing Products. An end-user selling aid.
Watch →
Email PDF (Order)
Covers using the [Email PDF] button on an Order to share it externally. An order-delivery tutorial.
Watch →
Email Link (Order)
Shows the [Email Link] button to send a link to an Order PDF. An alternative order-delivery method.
Watch →
Online Order Expiration
Explains the Online Order Expiration feature for creating urgency in the sales process. Shows how to configure it.
Watch →
5 Ways to Create an Order
Highlights five native methods for creating Orders in Salesforce. A flexibility-focused overview.
Watch →
Create an Order from the Orders Tab
Shows how to create an Order without an Opportunity or Quote, directly from the Orders tab. A direct-entry walkthrough.
Watch →
Create a Quote or Order from an Opportunity
Demonstrates generating a Quote or Order from an Opportunity in a few clicks. A core CPQ workflow.
Watch →
Manage Promotions (End User)
Shows how an end user applies a Promotion to a Quote and what it does. A discounting/closing aid.
Watch →
Manage Promotions (Admin)
Walks admins through creating Fixed and (percentage) Promotions. The admin setup behind the end-user promotions.
Watch →
Hierarchy of Pricing Types
Explains the hierarchy of Kugamon's many Pricing Types and how they interact. Helps admins reason about pricing precedence.
Watch →
Edit List Price
Shows how to properly edit the List Price of Products. A pricing-configuration tutorial.
Watch →
Update Additional Account Info Contacts via Order Release
Explains how Order Release auto-updates Key Contacts (Buying, Billing, Shipping) on the Account. Maintains contact accuracy.
Watch →
Add a Service to a Quote (Multi-Dimensional Quoting / MDQ)
Shows how to add a Service line to a Quote and use Service Line Segmentation (MDQ). A multi-dimensional quoting tutorial.
Watch →
Add a Service to an Order (Multi-Dimensional Quoting / MDQ)
The order-side counterpart for adding a Service line with Service Line Segmentation. Continues the MDQ series.
Watch →
Quote Specific Terms & Conditions and Comments
Shows how and where to add, edit, and customize Quote-specific Terms & Conditions and Comments. A proposal-customization tutorial.
Watch →
Online Order Preview
Demonstrates how to preview an Online Order before sending it to a customer. Lets reps see the buyer's view.
Watch →
Share Past Orders
Shows how Account Managers find and share past purchase information with customers. A post-sale account-management tip.
Watch →
Quote Checklist
Walks through the Quote Checklist for managing the internal Quote approval process. A deal-governance tool.
Watch →
Order Checklist
The order-side counterpart: managing the internal Order approval process via the Order Checklist. Continues the governance series.
Watch →
Pricing Guidance for Salesforce
Walks through the Pricing Guidance functionality in Kugamon Quotes and Orders. Helps reps price within guardrails.
Watch →
Import Lines (Quotes)
Demonstrates importing line items into Quotes. A bulk line-entry tutorial.
Watch →
Import Lines (Order)
The order-side counterpart: mass-importing line items into an Order to save time. A bulk line-entry tutorial.
Watch →
Add Order Lines from Purchased Assets
Shows how to add Order lines based on previously purchased Assets. Saves time on renewals and expansions.
Watch →
CPQ Walk Through (Summer 2025)
A start-to-finish walkthrough of the Summer 2025 Kugamon CPQ for Salesforce demo. A full product overview.
Watch →
Favorite Groups
Shows how end users create, share, and edit Favorite Groups for fast access to key items. A productivity feature.
Watch →
Fix Quote / Order Lines Not Syncing with Opportunity Products
Walks through troubleshooting and resolving sync issues between Quote/Order Lines and Opportunity Products. A practical fix.
Watch →
Set Quote Target Amount
Shows how to set a Target Amount aligned with a customer's budget. Helps reps quote to a number.
Watch →
Add Lines to a Quote
Covers all the different ways to quickly add line items to a Quote. A core quoting tutorial.
Watch →
Designate Primary Quote or Order from Opportunity
Explains how the first Quote/Order from an Opportunity is auto-designated Primary so its data syncs back. Covers the syncing behavior.
Watch →
Add a Line Description to a Quote or Order Line — Customer-Facing Line Context in Salesforce
A 5-minute Kugamon tip on adding a Line Description to Quote, Order, and Invoice line items so each line communicates more than just product, quantity, and price. Shows how the description carries through to customer-facing documents.
Watch →
Create an Order Without a Quote — Start Directly from the Order Tab in Salesforce
A 4-minute tip showing how to create an Order directly from the Order Tab with no Quote required. Handy for reorders, backdated entries, and Orders imported from e-commerce, EDI, or other systems.
Watch →
Create a Quote Without an Opportunity — Start Directly from the Quote Tab in Salesforce
A 3-minute Kugamon tip showing how to create a Quote directly from the Quote Tab with no Opportunity or parent record required. Handy for inbound pricing requests, partner and reseller flows, exploratory pricing, and Service Cloud handoffs.
Watch →Full Walkthroughs & Demos 5
Salesforce Subscription Management Demo | Automate Renewals, Billing & Expansions
A 44-minute end-to-end walkthrough of subscription management done 100% natively in Salesforce—no Zuora or Salesforce Billing add-on. A comprehensive product demo.
Watch →
Try Kugamon Free (No Sales Call) — How the AppExchange Test Drive Works
Explains how to use the Kugamon AppExchange Test Drive to try CPQ and Subscription Management without a sales call. A self-evaluation guide.
Watch →
Subscription Management for Salesforce (NEW Sales Process)
Shows how to sell a new subscription from first opportunity to a live, invoiced, contracted subscription—without bolting on Zuora or Subskribe. The "new business" motion.
Watch →
Subscription Management for Salesforce (EXPANSION Sales Process)
Demonstrates the land-and-expand motion that drives most SaaS revenue, done cleanly in Salesforce. The "expansion" motion.
Watch →
Subscription Management for Salesforce (RENEWAL Sales Process)
A short demo of how auto-renewals work in Salesforce (Winter 2026). The "renewal" motion of the subscription series.
Watch →Salesforce CPQ & Billing — Admin Setup 23
Free Salesforce Account & Contact Sync App: Keep Addresses in Sync
An admin tutorial for a free app that keeps Account and Contact addresses in sync across Salesforce. Solves the stale-address problem.
Watch →
Kugamon Central
Introduces Kugamon Central, a single page to see all Kugamon packages with notifications and highlights. A Salesforce-ecosystem-first hub.
Watch →
Submit a Support Case with Kugamon Central
Shows how to submit Support Cases without leaving Salesforce via Kugamon Central. Walks through the setup.
Watch →
Manage Licenses / Assign Users
Shows admins how to assign, reassign, or remove Kugamon licenses for users. A license-management tutorial.
Watch →
Grant Account Login Access
Walks through temporarily granting secure login access for support/troubleshooting. A quick admin task.
Watch →
Access Kugamon Settings
Shows how to open and configure Kugamon Settings in Salesforce. An orientation to the settings area.
Watch →
Assign Kugamon Site Guest User Permission Set
Covers assigning the Kugamon Sites Guest User permission set to ensure guest-facing features work. An admin setup step.
Watch →
Access Configuration Settings
Shows two ways to open and manage Kugamon Configuration Settings. A navigation tutorial.
Watch →
Configuration Settings
Walks through the Configuration Settings within Kugamon Settings and what they control for the end-user experience. A settings deep-dive.
Watch →
Control the Header Discount (Quotes & Orders)
Explains the Header Discount function for Quotes and Orders and how discounts carry across records. Shows how to enable/disable it.
Watch →
Enable Product SKU Search within the Quote/Order Configurator (Admin)
Shows admins how to enable SKU search in the configurator so reps can find products fast. An admin configuration.
Watch →
Product Comparison Setup
Walks admins through adding custom fields to the Product Comparison feature in the Add/Edit Lines configurator. A customization tutorial.
Watch →
Sidebar Filter Panel Setup
Shows how to customize the Sidebar Filter Panel in the Add Lines configurator for faster selling. An admin UX-tuning tutorial.
Watch →
Enable Document Versioning
Explains how to enable document versioning for Quotes, Orders, and Invoices. Supports tracking document revisions.
Watch →
Create a Custom Email Template
Walks through creating a custom Email Template usable across Kugamon packages. A communications-setup tutorial.
Watch →
Sync Primary Quote or Order to Opportunity
Shows how to turn on syncing of a Primary Quote/Order amount back to the Opportunity. A data-sync configuration.
Watch →
PriceBook Lookup Field
Explains the change from a Price Book name field to a lookup field for precise Price Book selection. Covers the improved selection process.
Watch →
Create a Carrier
Walks through adding a new Shipping Carrier in Kugamon. A fulfillment-setup tutorial.
Watch →
Twin Field Mapping
Explains Twin Field Mapping for passing custom field values from a source object to a destination object on record creation. An advanced admin configuration.
Watch →
Tax Location
Walks through setting up Tax Locations within Kugamon. A tax-configuration tutorial.
Watch →
ContactType Support
Explains enhanced Order/Invoice Email Link behavior with ContactType support for setting the default recipient. Adds flexibility to communications.
Watch →
Important SFDC Winter '21 Sites Guest User Update
A guide to preparing for the Salesforce Winter '21 release as it affects Kugamon's use of the Sites Guest User. A release-readiness video.
Watch →
Understanding New, Expansion, & Renewal Record Types
Explains the New, Expansion, and Renewal Record Types that Kugamon adds to Opportunities, Quotes, and Orders. A subscription-platform fundamentals video.
Watch →Salesforce Subscription Management — Contracts & Renewals 9
Cancel a Contract
Explains how canceling a Contract sets it Inactive and deactivates its active Subscriptions. Covers the downstream effects.
Watch →
Create an Expansion Opportunity from a Contract
Shows using the [Create Expansion Opportunity] button on a Contract to start an upsell. Walks through a hypothetical example.
Watch →
Create an Expansion Order from a Contract
Shows using the [Create Expansion Order] button on a Contract to add to an existing deal. Walks through a hypothetical example.
Watch →
Create an Expansion Order from a Contract (Contract Record)
Covers another way to create an Expansion Order directly from the Contract record. Highlights the multiple expansion paths.
Watch →
Manage Contracts from an Account
Shows the Winter 2024 single-view experience for managing all of an Account's Contracts. A renewals/account-management overview.
Watch →
Manage Contracts from a Contract
The contract-level view of the same single-pane management experience, aimed at Account Managers and Renewals teams. Continues the Manage Contracts series.
Watch →
Cancel a Subscription
Explains what happens when you cancel a Subscription—status change and removal of the line item/record. Covers the cancellation behavior.
Watch →
Refresh Products
Shows the button that deletes and recreates Renewal Opportunity Products based on the parent Contract's contributing Orders. Keeps renewals accurate.
Watch →
Order Method (Subscription Management)
Introduces the Order Method (Per Quote or Per Line Group) for flexible Order generation from a Quote. Walks through how to use it.
Watch →Salesforce CPQ — Additional Tutorials 36
Attach PDF
Shows how to "version" a Quote/Order/Invoice by saving a PDF snapshot in Notes & Attachments. A document-snapshot tutorial.
Watch →
Order Approval & Checkout
Explains the Order Approve / Order Checkout button that lets a prospect approve an Order. Shows how to enable it in Kugamon Settings.
Watch →
Cancel Check on Quotes, Orders, and Invoices
Walks through the friendly error messages shown when canceling a Quote, Order, or Invoice. Illustrates the guardrails.
Watch →
Quote, Order, and Invoice Restriction
Shows how to restrict a Quote/Order/Invoice to prevent further changes. Covers locking records down.
Watch →
Create a Credit with Additional Charges & Credit
Demonstrates creating a consistent credit to apply across applicable Accounts using the Configurator. A credits tutorial.
Watch →
Create an Account
Walks through creating an Account from the Account object in Salesforce. A CRM fundamentals how-to.
Watch →
Additional Account Info Creation
Explains the ways Additional Account Info records are created automatically, including on Lead conversion. Covers the automation.
Watch →
Merge Contacts
Reviews best practices for merging duplicate Contacts. A data-hygiene tutorial.
Watch →
Merge Accounts
Reviews best practices for merging duplicate Accounts. The account-side data-hygiene tutorial.
Watch →
Create a Kit/Bundle
Shows how to use the Kit/Bundle Builder for admins to group products together. A bundling-setup tutorial.
Watch →
Tiered Pricing (Admin)
Explains the two tiered-pricing types (Volume and Slab) with examples from the admin perspective. A pricing-setup tutorial.
Watch →
Share Favorite Groups (Admin)
Shows how admins create and share Favorite Groups to save end users time on Quotes and Orders. An admin productivity tutorial.
Watch →
Tiered Pricing (End User)
Explains Volume and Slab tiered pricing from the end-user perspective with examples. The user-side companion tutorial.
Watch →
Create an Order from an Account
Shows creating an Order from an Account, with an Order framed as the final legal record of agreed terms and pricing. One of several order-creation paths.
Watch →
Create an Order from a Contact
Shows creating an Order directly from a Contact record. Another order-creation entry point.
Watch →
Create an Order from a Quote
Shows converting a Quote into an Order. A standard quote-to-order path.
Watch →
Create an Order from an Opportunity
Shows creating an Order directly from an Opportunity. Rounds out the order-creation methods.
Watch →
Add Additional Charge & Credit to Quote or Order
Demonstrates adding Additional Charges & Credits (e.g., new-customer discount, shipping) to a Quote or Order. A pricing-adjustment tutorial.
Watch →
Add a Product to an Order
Walks through adding a Product to an Order from Account and Opportunity records. A line-item how-to.
Watch →
Add a Product to a Quote
The quote-side counterpart: adding a Product to a Quote from Account and Opportunity records. A line-item how-to.
Watch →
Understand Additional Account Info
Explains the Additional Account Info record and three key points about how it works. A data-model orientation.
Watch →
Difference between Quotes and Orders
Explains how Kugamon defines and differentiates the Quote and Order objects. A CPQ fundamentals video.
Watch →
Hide Product
Shows the two ways to hide Products and/or Product Components. A catalog-visibility tutorial.
Watch →
Difference between Line Groups and Line Items
Walks through an example to distinguish Line Groups from Line Items and how to organize them. A configurator-fundamentals video.
Watch →
Set Quote/Order Configurator View to Default as Expanded
Shows how to customize the configurator to default to an expanded view across screen sizes. An end-user-experience tweak.
Watch →
Kit/Bundle Pricing
An in-depth look at the three pricing options for Kit/Bundle Products. A bundling-pricing tutorial.
Watch →
Create a Kit/Bundle (Classic Builder)
Shows creating Kits/Bundles with the Classic Builder to group related Products/Services. Covers the three pricing approaches.
Watch →
Create Parent-Child Relationships
Walks through creating Parent-Child relationships between Accounts. An account-structure tutorial.
Watch →
Quote Optional Lines
Shows how reps add optional Product/Service recommendations to a Quote proposal. An upsell/cross-sell aid.
Watch →
Online Order Information
Demonstrates customizing the prospect's Online Order experience with additional information. A buyer-experience tutorial.
Watch →
Quote Order Checklist
Introduces a Labs "Quote Order Checklist" function (since superseded by the separate Quote Checklist and Order Checklist). A legacy approval-process video.
Watch →
Create an Additional Charge & Credit
Shows how to support sales promotion requests using Additional Charges & Credits, with an example. A pricing-flexibility tutorial.
Watch →
Create Urgency Using Additional Charges & Credits
Demonstrates using time-bound Additional Charges & Credits to create urgency in the sales process. A closing-tactics tutorial.
Watch →
Customize Your Configurator Experience
Walks through six ways to customize the configurator (via Edit Lines) for end users. A configurator-personalization tutorial.
Watch →
Setup Decimal Precision for Products
Explains configuring decimal precision via Quantity Scale and Service Term Scale on a Product. A pricing-precision setup.
Watch →
Restrict a Quote & Order
Shows how to set up restrictions that lock a Quote and Order from changes. A record-governance tutorial.
Watch →Salesforce CPQ Alternatives & Migration Playbook 2
5 Things to Look For When Choosing a Salesforce CPQ Alternative (with Buyer's Checklist)
With Salesforce CPQ at end-of-sale (March 2025), this walks buyers through five evaluation criteria plus a buyer's checklist for choosing a replacement. Aimed at helping affected companies avoid picking the wrong CPQ.
Watch →
End of Sale Salesforce CPQ Alternatives
A 7-minute breakdown of Salesforce CPQ's end-of-sale (March 2025) and end-of-life (2029–2030) timeline, framing the 3–4 year migration runway. Walks admins and RevOps through their three alternative paths.
Watch →A Kugamon demo org running the current release, with sample data. Customer data never appears in a recording.
No. The 30-day trial org comes with the full Subscription Billing edition installed (CPQ, Billing and Subscription Management) and admin rights, so you can repeat any walkthrough in your own trial.
Most months. The playlist list here is regenerated from the channel catalog, so a video only appears once it is in a playlist.
Where to go next
The knowledge base
Plain-spoken guides to RevOps, CPQ, billing and subscription management on Salesforce, by topic.
Browse the guides →Terms, defined
What each term means inside Salesforce specifically — not the generic definition.
Open the glossary →One email a month
What changed in Salesforce revenue tooling, and what it means. No drip sequence.
Subscribe →Ready to see it inside Salesforce?
Thirty minutes on your data with someone who has done this before. No pitch — just honest guidance.