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)
Section 1: Getting Started with Salesforce CPQ Implementation
Section 2: The Next Stage of the CPQ Journey
Section 3: Advancing with Salesforce CPQ

Chapter 9: The CPQ Data Model and Migration Concepts

In the previous chapters, we learned about Salesforce's Configure, Price, Quote (CPQ) out-of-the-box configurations and used them to optimize the quote-to-cash process. Typically, many businesses won't have an existing CPQ implementation.

Often, a business uses spreadsheets, ad hoc software, in-house tools, or Salesforce standard objects to store data. When you decide to migrate such businesses to CPQ, you need to have a strategy for migrating data from those legacy sources into Salesforce, as well as being ready to anticipate a business process transformation. In this chapter, we will learn about successfully implementing CPQ and data migration.

Implementing CPQ is like building a home. You first need to lay the foundation for it. Understanding the data model is like building this foundation. Then, you can build relationships using CPQ with the products, bundles, options, features, price rules, product rules, approvals...