Table of Contents
Preface
Section 1: Getting Started with Salesforce CPQ Implementation
Chapter 1: Getting Started with Salesforce CPQ Implementation
The relationship between the sales process and cloud computing
Understanding the quote-to-cash process
Introducing Salesforce CPQ
Configure
Price
Quote
CPQ high-level object flow
Salesforce CPQ advantages
Salesforce CPQ versus Industries CPQ
Installing Salesforce CPQ
Summary
Chapter 2: Configuring Opportunities and Quotes
Salesforce opportunities, quotes, and products
Opportunities
Quotes
Products
Introducing CPQ quotes
Enabling CPQ permission set licenses
Creating a quote
The Quote Line Editor
Field sets
Quote line drawers
Sorting QLE line columns
Default buttons on the QLE
Custom buttons ...
Get Salesforce CPQ Implementation Handbook now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.