Salesforce CPQ Implementation Handbook

By Madhu Ramanujan
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About this book

Salesforce CPQ is innovative software that helps you create better quotes, improve quoting accuracy, and maximize sales and deals, as well as providing you with a quick analysis of profits and losses. This improves the overall execution of sales processes and enables 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 progress, you’ll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and so on. Next, you'll look at how to configure CPQ guided selling, create package configurations, and create 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 analyze different use cases for Salesforce and Vlocity CPQ. Finally, you’ll conclude with some 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 and optimize the sales process for better returns.

Publication date:
April 2022
Publisher
Packt
Pages
299
ISBN
9781801077422

About the Author

  • Madhu Ramanujan

    Madhu Ramanujan has been extensively using the Salesforce platform for almost a decade now. She finds that her substantial experience and work on multiple implementations help her easily transition between various roles in renowned corporations. She is a certified Salesforce Application Architect and System Architect and is an aspiring CTA with 13x certifications. She enjoys giving back to the community through volunteering as a RAD Women coach. She is passionate about designing secure, scalable, reliable, and high-performing solutions using cutting-edge technologies and helping customers in their transformational journey.

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Salesforce CPQ Implementation Handbook
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