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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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Toc

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

Chapter 8: Configuring CPQ Package Settings

In the previous chapters, we learned about different CPQ configurations and how the CPQ package can be customized as per specific business needs. CPQ's out-of-the-box functionality is dependent on the package settings that provide global control across the CPQ platform. With these settings, we can enable or disable certain CPQ features, configure aspects of a specific feature, and control the overall package behavior.

When implementing CPQ, we need to make sure we capture the high-level requirements that will help in selecting the right configurations, as making these changes later becomes difficult and very involved. In this chapter, we will discuss different package settings and how these settings will affect automation.

We will be covering the following topics:

  • Configuring the CPQ package
  • The Documents tab
  • The Groups tab
  • The Line Editor tab
  • The Plugins tab
  • The Pricing and Calculation tab
  • The...
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