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

Section 3: Advancing with Salesforce CPQ

This section describes the CPQ data model and some of the major objects that are related to each other. We will then learn how CPQ changes can be migrated from one Salesforce instance to another. You will explore how legacy data can be migrated to Salesforce CPQ.

You will be provided with a high-level overview of Industries CPQ and how it is different from the standard Salesforce CPQ. Finally, you will learn some of the implementation best practices that impact the performance of your CPQ implementation and things that you need to watch out for.

This section comprises the following chapters:

  • Chapter 9, The CPQ Data Model and Migration Concepts
  • Chapter 10, Salesforce Billing
  • Chapter 11, Understanding Industries CPQ
  • Chapter 12, CPQ Implementation Best Practices