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)
Section 1: Getting Started with Salesforce CPQ Implementation
Section 2: The Next Stage of the CPQ Journey
Section 3: Advancing with Salesforce CPQ

The Documents tab

This tab includes settings that will help you customize the creation, distribution, and storage of your quote documents. Let's learn about a few important configurations in the Documents tab. This is not an exhaustive list, and we can refer to Salesforce Help for additional details:

  • Attachment Target: This field determines where to store the generated quote documents, based on the target object chosen. We can select the following values:
    • Document Only: Choosing this value means that the quote documents will be available in the chosen Salesforce document folder only. Users even without a Salesforce CPQ license can access the quote documents when this picklist is selected.
    • Quote: If you choose this value, the quote document will be available in the notes and attachment section of the quote. This setting allows those with access to the record to have access to the document.
    • Opportunity: When this option is selected, the quote documents will be available...