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

Legacy data migration

Data migration is the process of moving data from one system to another. Migrating legacy data to Salesforce CPQ has a few prerequisites to ensure that all dependencies are migrated accordingly. For example, if you are migrating a contract, the dependencies to the account and the initial opportunity need to be migrated before migrating contract data. If the account already exists in your Salesforce instance, then you will need to map the relevant properties to the Salesforce objects to auto-populate the account fields when you migrate the contract. While migrating, make sure that the field API values are not changed.

Data migrations need to be performed in a full sandbox for business validation and regression testing. Make sure that the test scenarios include historical data, new data, and in-progress (in-flight) data. Once the business validates and provides a sign-off, the same migration can be performed in production. When you have large historical data...