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

Introducing CPQ quotes

In this section, we will discuss the one-time prerequisite to enable permissions that CPQ admins perform after the package installation. When your customer asks for a quote, they are looking for details about the products and services that they are planning to buy. Sales reps can create and modify quotes as per the customer's requirements.

Enabling CPQ permission set licenses

After installing the CPQ package, the Salesforce administrator needs to enable the Permission Set Licenses (PSLs) for configuring and customizing CPQ:

  1. Users are required to have the PSLs assigned for interacting with Salesforce CPQ or Advanced Approvals (AA) related objects. To enable the CPQ PSL for a user, navigate to SetupUsers, click on the username for who you want to enable the CPQ permissions for, click Permission Set License AssignmentsEdit Assignments, and select the Salesforce CPQ AA License and Salesforce CPQ License options.