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

Deploying CPQ changes

In any implementation, development can happen in multiple sandboxes. These can be either dev or dev pro environments. All the changes from a development environment need to be migrated to an integrated QA environment. Once the changes are tested, these changes need to be deployed into a full sandbox so that User Acceptance Testing (UAT) can be performed in this instance.

A UAT instance can be thoroughly tested end to end to complete testing of new and regression cases. CPQ testing and UAT should be conducted in a fully integrated environment. Once a business sign-off is complete, the changes can be deployed to a pre-production or staging environment. Then, finally, the changes can be deployed to the production environment. The following figure shows a standard linear development strategy:

Figure 9.1 – The development strategy

It is always strongly advised to perform smoke testing following a CPQ deployment to production. Smoke...