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

Industries CPQ's UI

In Salesforce CPQ, we saw that the Quote Line Editor (QLE) is the UI that reps use. In Industries CPQ, we have a few UIs that enhance customer experience and also aid in self-service that can be leveraged based on the kind of business and the sales process.

We have a few UI options for Industries CPQ:

  • CPQ cart: An out-of-the-box shopping cart UI where agents can add, configure, and remove products. The cart can be configured as per the specific business needs. Currently, this is Angular-based on Vlocity Cards, which may be converted to Lightning Web Components (LWCs). Vlocity Cards provide configurable cards, layouts, and templates, which can be customized as required.
  • Omni scripts for guided selling: Build your own guided flow using OmniScripts. Using APIs, you can build additional functionality.
  • Digital commerce LWCs: Prebuilt out-of-the-box LWCs are available that provide additional functionality on top of the UI, which can help agents...