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 Quote tab

These settings manage quote creation and maintenance for CPQ quotes:

  • Disable Initial Quote Sync: When a rep creates the first quote from an opportunity, by default, Salesforce CPQ creates quote lines for each of the opportunity products. When this setting is active, CPQ will not create these quote lines.
  • Primary Quote Keeps Opportunity Products: In the previous chapters, we have seen that when a quote is marked as primary, the quote products are synched from quote to opportunity. When the primary quote is moved from quote A to quote B, the related products are pushed to the opportunity.

For example, let's think that quote A has two products, product A and product B, and quote B has two other products, product C and product D. When quote A is set as primary, product A and product B will be synched to the opportunity. When the primary quote is moved from quote A to quote B, the opportunity products will be automatically changed to product C and...