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

Enterprise Product Catalog

Enterprise Product Catalog (EPC) is an input for CPQ, digital commerce, and OM. This is where you perform product design, pricing, product life cycle management, product versioning, and product publishing. Vlocity EPC helps you to effectively manage a portfolio of products that are relevant to industry customers.

EPC provides a unified UI with common tools that enable your teams to collaborate and create, manage, and deliver product offers, eliminating data silos. Vlocity DataPacks can be used to move products from the development environment to the production environment. Vlocity EPC provides an industry-leading catalog-driven platform using a metadata approach. It provides the core components required to centralize, configure, integrate, and maintain product and service portfolios across the enterprise. Vlocity EPC provides commercial and technical elements needed to define reusable products and services. EPC provides a lot of business benefits. Some...