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

The Plugins tab

Using this tab, we can link optional third-party plugins. These plugins help extend the CPQ features and integrate the package with third-party tools.

Important Note

Plugins require either APEX or JavaScript skills.

Let's learn about a few important configurations in the Plugins tab:

  • Electronic Signature Plug-in: This will integrate Salesforce with electronic signature plugins, which can be used to e-sign a quote document automatically. The e-signature tool will have instructions for how to fill in this detail.
  • Quote Calculator Plug-in (QCP): This feature extends the Salesforce CPQ quote calculator by adding a JavaScript quote calculator plugin. Never use the legacy calculator as it is no longer supported by Salesforce.
  • Additional functionalities can be added to the QLE with custom JavaScript code. Certain third-party AppExchange applications such as Vertex will provide the QCP to integrate with CPQ. You can refer to the Salesforce...