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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

Deploying CPQ changes

In any implementation, development can happen in multiple sandboxes. These can be either dev or dev pro environments. All the changes from a development environment need to be migrated to an integrated QA environment. Once the changes are tested, these changes need to be deployed into a full sandbox so that User Acceptance Testing (UAT) can be performed in this instance.

A UAT instance can be thoroughly tested end to end to complete testing of new and regression cases. CPQ testing and UAT should be conducted in a fully integrated environment. Once a business sign-off is complete, the changes can be deployed to a pre-production or staging environment. Then, finally, the changes can be deployed to the production environment. The following figure shows a standard linear development strategy:

Figure 9.1 – The development strategy

It is always strongly advised to perform smoke testing following a CPQ deployment to production. Smoke...

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