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

Configuring the CPQ package

CPQ package settings can be configured to control the Salesforce CPQ functionality. These settings can be enabled or disabled as per the business needs and govern how the CPQ installed package functionality is available. These settings are at the organization level and apply to the entire package. When implementing CPQ for any business, we need to understand the business process and the high-level requirements. This will help administrators configure the package settings correctly so that CPQ's out-of-the-box functionality can be used with minimum customizations. For example, an electric panel for a home would control the power for the whole home. This is similar to the org-level configuration. When power to a specific room needs to be controlled, then a specific switch panel can be operated.

Let's learn about these configurations and how they can be customized in a Salesforce CPQ test instance. These settings can also be configured and tested...