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

Advantages of creating orders from a quote

When a customer is ready to order, an order can be created from the quote. Orders contain order products for each of your quote lines. Creating orders is a prerequisite for using Salesforce Billing. Orders are also a great location for integrations with other services beyond Salesforce Billing. You can create invoices from an order object using Salesforce Billing. We will learn more about Salesforce Billing in Chapter 10, Salesforce Billing.

Advanced order management is available for customers who buy CPQ+ licenses. With this feature, a business can provide a single quote for multiple orders, making it possible for the business to deliver the shipment to multiple locations at different times. In addition, an order object can be used to activate subscriptions after their implementation.

Enabling orders

Before users can create orders, Salesforce admins need to perform a one-time activity: enabling orders at the org level. To enable...