To get the most out of this book

You will get the most out of this book by practicing the examples and CPQ configurations in a Salesforce test instance or training instance.

Salesforce provides a pre-installed CPQ developer org for 90 days. You can get a free training org here: https://developer.salesforce.com/promotions/orgs/cpqtrails.

Alternatively, you can install the CPQ package in any Salesforce developer org. To create a developer org, sign up here: https://developer.salesforce.com/signup. Follow the instructions provided in Chapter 1, Getting Started with Salesforce CPQ Implementation, for installing CPQ.

For advanced approvals, install the package from this link: https://install.steelbrick.com. Follow the instructions provided in Chapter 2, Configuring Opportunities and Quotes, for installing CPQ.

You can create a test environment for configuring sample use cases and examples using Industries CPQ; refer to the Industry Cloud documentation on Vlocity University: https://help.salesforce.com/s/articleView?id=000357469&type=1. You can request a training environment by filling in the form at https://vlocitytrial-prod.herokuapp.com/?templateid=SFI_IPQ. This is a free instance that is available for a limited amount of time.