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

Installing Salesforce Billing

We need to install Salesforce CPQ before installing Salesforce Billing. It is recommended to install the same version of Billing as CPQ.

The following CPQ package settings need to be configured before installing Billing:

  • In the Subscriptions and Renewals settings, if your organization uses Percent of Total (PoT) products that cover assets, the PoT Renewals (Contracting from Orders) setting must be unselected.
  • Within the Subscriptions and Renewals settings, the Subscription Term Unit field must have a value of Months.

To install Salesforce Billing, navigate to, search for Salesforce Billing, and click on the Production or Sandbox instance based on where the package needs to be installed. Follow the similar installation steps you saw in Chapter 1, Getting Started with Salesforce CPQ Implementation, for installing Salesforce CPQ.

Once the installation is complete, the package can be configured by...