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

The best practices for improving CPQ performance

The term performance refers to the ability to process an action faster. For example, you want data to load, add, quick-save, and save records, complete calculations in the Quote Line Editor (QLE), and generate quote documents faster. When considering scale, we are discussing the increase in processing capacities. For example, you want to process as many records as possible. In addition, you want to load and save more quote lines, select more products, and calculate more rules.

CPQ performance and optimization depend on the Salesforce platform's and Sales Cloud's performance, as CPQ is built on top of them.

Make sure that your Salesforce environment is ready for a CPQ implementation and that you're not just adding the managed package to an already overburdened environment. For example, if the existing release management process continuously fails due to performance issues, then you should attack that problem first...