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

Who this book is for

This book is intended for Salesforce professionals who have standard Salesforce platform knowledge and readers who are interested in learning about CPQ. This book helps administrators, business analysts, functional consultants, sales managers, and Salesforce architects understand CPQ configurations and customizations. This book also provides the foundational knowledge needed for any CPQ implementation project. Most of the CPQ concepts are explained using simple use cases.

This can become your go-to reference material that can be applied to any implementation as needed. Reading these chapters will also help those aspiring to gain Salesforce CPQ certifications. Working knowledge of the Salesforce ecosystem is recommended to get the most out of the book. It is recommended to create a Salesforce CPQ test instance and follow along with the examples provided in this book.