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

Additional settings

The following are the additional settings available in the CPQ package settings:

  • Triggers Disabled: This setting disables CPQ triggers temporarily. This is useful when you are performing data migration or when you are debugging or testing in CPQ. This needs to be enabled once the activity is completed.
  • Multiple Bundle Views: This configurator has two values, Wizard and Classic, for quotes with multiple bundles. The wizard option displays each bundle separately. With the classic option, all the bundles are displayed together on one page, separated by the section layout.
  • Enable Large Configurations: This setting allows users to include more than 400 products in product bundles. This setting has a performance impact as it slows down processing for all bundles.
  • Execute Scripts: This setting needs to be enabled during the installation or upgrade. Post CPQ implementation, executing scripts is very helpful.

    Important Note

    Whenever there are configuration...