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

Products overview

Salesforce CPQ uses the native Salesforce product object. Before a product can be added to a quote, the product needs to be configured and activated in Salesforce. Based on your company's business process, you would need to create the products and define attributes such as the product code, product name, and product family. Product attributes help organize products. Using Salesforce custom fields, you can create custom attributes such as recyclable products or whether a product is shippable or not on a product object. These attributes will be useful for automating things such as product rules and custom actions, which we will learn about in the next sections.

To create a product in CPQ, navigate to App LauncherSalesforce CPQ Products and click on New. Provide a product name, a unique product code, and a product family and activate the product. Admins can create additional custom fields on products as required. Products need to be activated...