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

The Quote Line Editor

The QLE is the user interface that Salesforce CPQ provides to reps for adding, deleting, and editing products. The QLE can be configured and customized as per your business needs. We can also apply discounts and markups and calculate the pricing.

Some of the Salesforce CPQ out-of-the-box QLE features that can be customized with configurations without using code are as follows:

  • Additional columns can be added to the QLE header or lines using field sets.
  • We can dynamically change the column headers and adjust the column width.
  • Default buttons on the QLE can be customized as per the business needs using quick actions.

Products can be grouped together and related product images can be associated as required.

The following figure shows a sample QLE with the quote header, quote line fields, and default buttons:

Figure 2.9 – QLE quote header, quote lines, and products

Using the QLE, changes can be made at the...