Book Image

The Salesforce CPQ Implementation Handbook

By : Madhu Ramanujan
Book Image

The Salesforce CPQ Implementation Handbook

By: Madhu Ramanujan

Overview of this book

Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners. The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You’ll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you’ll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You’ll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you’ll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks. By the end of this Salesforce book, you’ll be able to implement Salesforce CPQ for any business.
Table of Contents (17 chapters)
1
Section 1: Getting Started with Salesforce CPQ Implementation
7
Section 2: The Next Stage of the CPQ Journey
11
Section 3: Advancing with Salesforce CPQ

Chapter 8: Configuring CPQ Package Settings

In the previous chapters, we learned about different CPQ configurations and how the CPQ package can be customized as per specific business needs. CPQ's out-of-the-box functionality is dependent on the package settings that provide global control across the CPQ platform. With these settings, we can enable or disable certain CPQ features, configure aspects of a specific feature, and control the overall package behavior.

When implementing CPQ, we need to make sure we capture the high-level requirements that will help in selecting the right configurations, as making these changes later becomes difficult and very involved. In this chapter, we will discuss different package settings and how these settings will affect automation.

We will be covering the following topics:

  • Configuring the CPQ package
  • The Documents tab
  • The Groups tab
  • The Line Editor tab
  • The Plugins tab
  • The Pricing and Calculation tab
  • The...