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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

Configuring the CPQ package

CPQ package settings can be configured to control the Salesforce CPQ functionality. These settings can be enabled or disabled as per the business needs and govern how the CPQ installed package functionality is available. These settings are at the organization level and apply to the entire package. When implementing CPQ for any business, we need to understand the business process and the high-level requirements. This will help administrators configure the package settings correctly so that CPQ's out-of-the-box functionality can be used with minimum customizations. For example, an electric panel for a home would control the power for the whole home. This is similar to the org-level configuration. When power to a specific room needs to be controlled, then a specific switch panel can be operated.

Let's learn about these configurations and how they can be customized in a Salesforce CPQ test instance. These settings can also be configured and tested...

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