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

Amending MDQ products

In Chapter 4, Configuring CPQ Pricing, we learned how to create an MDQ quote. We also saw that CPQ creates a separate quote line for each segment. When you add an MDQ product and standard product to the same quote, they are separated in the QLE. CPQ allows a rep to make changes to the segmented product using the quote lines drawer. Products can be segmented either monthly, quarterly, or yearly or by a custom term. For products with custom segments, a rep can create the segment start date and end dates in the QLE.

A few considerations about MDQ quoting, contracts, and amendments are as follows:

  • The quote start date is mandatory to calculate the MDQ quote line prices.
  • MDQ products support daily, monthly, yearly, and quarterly based subscription term units.
  • MDQ products cannot be parent bundles and you cannot have product options associated with them.
  • The standard bundle parent can contain MDQ child options. When you add this bundle to a quote...