Salesforce CPQ implementation handbook configure salesforce CPQ products to close more deals and generate higher revenue for your business
An end-to-end practical guide to implementing Salesforce CPQ solutions, shortening your sales cycle, and generating a higher ROI Key Features Maximize sales by reducing turnaround time and providing a quick analysis of profits and losses Get up to speed with Salesforce CPQ concepts, best practices,...
| Autor principal: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Publishing, Limited
2022.
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009660213606719 |
Tabla de Contenidos:
- Cover
- Title page
- Copyright and Credits
- Contributors
- About Reviewers
- 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 in the QLE
- Cloning a quote line
- Customizing the QLE column width
- CPQ approvals
- Standard approvals
- Advanced Approvals
- AA objects
- Advantages of creating orders from a quote
- Enabling orders
- Summary
- Chapter 3: Configuring CPQ Products
- Products overview
- Types of products
- Configuring products
- Creating custom actions and search filters
- Creating custom actions
- Creating a search filter
- Verifying custom actions in the QLE
- Creating dynamic search filters
- Configuring product bundles
- Creating a product bundle in a Salesforce instance
- Creating a product option in a Salesforce instance
- Creating a product feature in a Salesforce instance
- Adding a bundle to the QLE
- Creating product rules
- Creating a validation product rule
- Creating a summary variable and an error condition
- Associating a product rule with a product bundle
- Testing the validation product rule in the QLE.
- Creating an alert product rule
- Creating an alert product rule error condition
- Testing the validation product rule in the QLE
- Creating a selection product rule
- Creating a selection product rule error condition
- Creating an alert product rule action
- Testing the validation product rule in the QLE
- Creating a filter product rule
- Creating twin fields
- Summary
- Chapter 4: Configuring CPQ Pricing
- CPQ pricing
- Learning about pricing methods
- Setting a list price
- Creating the cost price
- Creating the block price
- Adding a block price product to a quote
- Creating a percentage of the total price
- Creating Multi-Dimensional Quoting (MDQ)
- Understanding the pricing structure
- Discounting in CPQ
- Discount schedules
- Associating the discount schedule with a product
- Creating price rules
- Enabling the advanced calculator
- Creating a sample price rule
- Creating a price condition
- Creating a price action
- Testing a price rule in the QLE
- Creating a price rule using a lookup object
- Creating a lookup query for the price rule
- Creating a price action for the lookup query price rule
- Summary
- Chapter 5: Generating and Configuring Quote Templates
- Generating PDF quotes using quote templates
- Generating a quote document
- Creating quote templates and template content
- Attaching additional documents
- Creating template content and linking quote templates
- The types of content
- Creating HTML content
- Linking the HTML content to a quote template
- Creating line item content
- Linking the line item content to a quote template
- Creating quote terms content
- Linking quote terms to a template
- Integrating DocuSign for eSignatures
- Summary
- Section 2: The Next Stage of the CPQ Journey
- Chapter 6: Configuring Guided Selling
- Guided selling and its advantages.
- Configuring guided selling in Salesforce CPQ
- Creating picklist values on the Process Input object
- Linking the API values to the Process Input object fields
- Creating dynamic process input
- Testing guided selling in QLE
- Summary
- Chapter 7: Creating Contracts, Amendments, and Renewals
- Contracts overview
- Creating a contract from an opportunity
- Creating a contract from an order
- Service Cloud for Salesforce CPQ
- Creating amendments
- When do customers need amendments?
- Cancel and replace
- Amendment fields on a contract
- Creating a sample amendment
- Amending MDQ products
- Creating renewals
- Contract-based renewal process
- Asset-based renewal process
- Renewal pricing
- Renewal fields on a contract
- Creating a sample renewal
- Early renewals
- Contracted pricing
- Summary
- Chapter 8: Configuring CPQ Package Settings
- Configuring the CPQ package
- The Documents tab
- The Groups tab
- The Line Editor tab
- The Plugins tab
- The Pricing and Calculation tab
- The Subscriptions and Renewals tab
- Prorate multiplier
- The Quote tab
- The Order tab
- Additional settings
- Summary
- Section 3: Advancing with Salesforce CPQ
- Chapter 9: The CPQ Data Model and Migration Concepts
- Understanding the CPQ implementation strategy
- Deploying CPQ changes
- Understanding the CPQ data model
- Exporting a Salesforce object model
- Exporting Salesforce objects to Lucidchart
- Legacy data migration
- Data migration tools
- The data migration sequence
- CPQ localizations
- Summary
- Chapter 10: Salesforce Billing
- Salesforce Billing overview
- Configuring products for Salesforce Billing
- Advantages of Salesforce Billing
- Installing Salesforce Billing
- Creating invoices
- Creating a sample invoice
- Configuring an Invoice Scheduler
- Creating payments.
- Understanding the revenue recognition process
- Creating GL accounts
- Summary
- Chapter 11: Understanding Industries CPQ
- Industries CPQ overview
- Comparing Salesforce CPQ and Industries CPQ
- Key features of Industries CPQ
- Industries CPQ test environment
- Enterprise Product Catalog
- Creating products
- Industries CPQ's UI
- Industries CPQ's cart
- Industries OM
- Industries CPQ OmniScripts
- Digital commerce
- Summary
- Chapter 12: CPQ Implementation Best Practices
- The best practices for improving CPQ performance
- The best practices for CPQ implementation
- Summary
- Further reading
- Index
- Other Books You May Enjoy.
