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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

Creating Multi-Dimensional Quoting (MDQ)

MDQ allows you to break a long subscription into smaller blocks. This will be useful for scenarios where you have a subscription for 2 years and you want to provide a special discount only for the first year. This flexibility in special-term pricing will help reps to negotiate and close deals faster. Ramp billing and milestone billing contracts are common use cases for MDQ.

MDQ allows you to segment a subscription product multiple times within a single quote in the QLE. Each segment will have its own quantity and discount. For each segment, a separate quote line will be created. Admin can define the segment duration, for example, as either monthly, quarterly, or yearly.

Let's see how an admin can set up a product as an MDQ product. Navigate to the product for which you want to set up an MDQ using the path App LauncherProductRelatedPrice DimensionNew. In this example, we are selecting the sample...

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