Chapter 9: The CPQ Data Model and Migration Concepts
In the previous chapters, we learned about Salesforce's Configure, Price, Quote (CPQ) out-of-the-box configurations and used them to optimize the quote-to-cash process. Typically, many businesses won't have an existing CPQ implementation.
Often, a business uses spreadsheets, ad hoc software, in-house tools, or Salesforce standard objects to store data. When you decide to migrate such businesses to CPQ, you need to have a strategy for migrating data from those legacy sources into Salesforce, as well as being ready to anticipate a business process transformation. In this chapter, we will learn about successfully implementing CPQ and data migration.
Implementing CPQ is like building a home. You ...
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