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

CPQ localizations

When selling your products in different countries, you might need to display the product information in a country-specific language. You may also need translations when you are selling in a country supporting multiple languages. Salesforce CPQ provides a localization functionality, extending the standard Salesforce metadata translations. CPQ also supports all the languages supported by native Salesforce. The Salesforce CPQ localization object provides translations for text, text area, long text area, and rich text area fields on the following objects:

  • Product
  • Product feature
  • Product option
  • Price dimension
  • Quote template
  • Line column
  • Template content
  • Quote term

Salesforce CPQ stores the translated values in a localization record. On the page layout of the record that needs to be translated, add the Translate button. For example, let's create translations for a product. Navigate to a sample product record in your Salesforce...