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 Order tab

The following are the settings related to orders:

  • Allow Multiple Orders: This will allow reps to split a quote into multiple orders. If your business requires this functionality, then using this configuration, the quote can be split into orders, as per the inventory available, or as per the location, and much more. This setting is available only in CPQ +.
  • Create Orders Without Opportunities: This setting allows you to create an order from the quote without an opportunity. This is useful for organizations with high volumes of orders.
  • Default Order Start Date: This will allow the order to default with the quote start date or the current date.
  • Require Approved Quote: If this setting is enabled, sales reps cannot create an order until the quote's Status field is set to Approved.

After learning about the various settings, let's now look at some of the additional settings that CPQ offers.