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


In this chapter, you learned how to extract and work with the Salesforce object model, which helped you understand object dependencies and relationships. We also saw the important role legacy data migration plays in the successful implementation of the CPQ project.

Migration may sound as simple as migrating data from point A to point B, but in this chapter, we realized that there are a lot of complexities involved in this process, and it is very challenging. We also realized that the data in each legacy system is different, and thus it is very important to understand the legacy data mapping to Salesforce CPQ objects. We learned how CPQ changes can be migrated from one Salesforce instance to another. There is no right tool that fits all migration needs. Based on the business process and the functionality, the solution needs to be analyzed and implemented.

In the next chapter, we will learn about Salesforce Billing.