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

To get the most out of this book

You will get the most out of this book by practicing the examples and CPQ configurations in a Salesforce test instance or training instance.

Salesforce provides a pre-installed CPQ developer org for 90 days. You can get a free training org here: https://developer.salesforce.com/promotions/orgs/cpqtrails.

Alternatively, you can install the CPQ package in any Salesforce developer org. To create a developer org, sign up here: https://developer.salesforce.com/signup. Follow the instructions provided in Chapter 1, Getting Started with Salesforce CPQ Implementation, for installing CPQ.

For advanced approvals, install the package from this link: https://install.steelbrick.com. Follow the instructions provided in Chapter 2, Configuring Opportunities and Quotes, for installing CPQ.

You can create a test environment for configuring sample use cases and examples using Industries CPQ; refer to the Industry Cloud documentation on Vlocity University: https://help.salesforce.com/s/articleView?id=000357469&type=1. You can request a training environment by filling in the form at https://vlocitytrial-prod.herokuapp.com/?templateid=SFI_IPQ. This is a free instance that is available for a limited amount of time.