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...