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

Creating twin fields 

Salesforce CPQ can mirror custom field values from one object to the other. These fields are called twin fields. The values will be passed from one object to the other only if the fields are editable, have matching field types, and have the exact same API names (case-sensitive and even considering space).

Twin fields can replace the creation of formula fields, workflow rules, process builders, or other automation. There are a few points to remember when creating twin fields:

  • Twin fields work only for custom fields and not standard fields.
  • They are populated only upon record creation.
  • Twin fielding is not a good solution when you need the value of a field to be maintained on two records throughout their life.
  • Even though a bundle is defined as a favorite, adding the favorite bundle to the QLE will not capture the twin field values.
  • Twin fields only map between specific objects.

For example, you want to have an attribute...