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The Salesforce CPQ Implementation Handbook

You're reading from   The Salesforce CPQ Implementation Handbook Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

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Product type Paperback
Published in Apr 2022
Publisher Packt
ISBN-13 9781801077422
Length 316 pages
Edition 1st Edition
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Author (1):
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Madhu Ramanujan Madhu Ramanujan
Author Profile Icon Madhu Ramanujan
Madhu Ramanujan
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Table of Contents (17) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CPQ Implementation
2. Chapter 1: Getting Started with Salesforce CPQ Implementation FREE CHAPTER 3. Chapter 2: Configuring Opportunities and Quotes 4. Chapter 3: Configuring CPQ Products 5. Chapter 4: Configuring CPQ Pricing 6. Chapter 5: Generating and Configuring Quote Templates 7. Section 2: The Next Stage of the CPQ Journey
8. Chapter 6: Configuring Guided Selling 9. Chapter 7: Creating Contracts, Amendments, and Renewals 10. Chapter 8: Configuring CPQ Package Settings 11. Section 3: Advancing with Salesforce CPQ
12. Chapter 9: The CPQ Data Model and Migration Concepts 13. Chapter 10: Salesforce Billing 14. Chapter 11: Understanding Industries CPQ 15. Chapter 12: CPQ Implementation Best Practices 16. Other Books You May Enjoy

Configuring product bundles

In this section, let's learn more about product bundles. This will help sales reps enforce business logic for mandatory products, a minimum quantity of a product in a bundle, and so on. For example, when you are selling a laptop, rather than the rep hand-selecting the products one by one, a preconfigured bundle can be selected that includes all the products. Adding a bundle to a CPQ quote adds all the related products automatically. Bundles are a great tool for moving to package or solution-based selling.

There are three types of bundles:

  • Static bundle: These bundles always have the same products. In a static bundle, you want your reps to always sell the products together and they will not have an option to modify anything. A cheese pizza is an example of a static bundle as it will always have the fixed pizza crust, cheese, and tomato sauce.
  • Configurable bundle: In a configurable bundle, some products are predefined, but others can be...
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