You're reading from The Salesforce CPQ Implementation Handbook Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

Product type Paperback

Published in Apr 2022

Publisher Packt

ISBN-13 9781801077422

Length 316 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Business Management

Author (1):

Madhu Ramanujan

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

The Pricing and Calculation tab

These settings manage the price calculations on CPQ quotes:

Unit price scale: By default, this is set to 2. Unit prices are rounded to two decimal places.
Calculate Immediately: By enabling this field, you can enable real-time calculations. In previous chapters, we saw that reps can click the Calculate button in the QLE to see the calculated values. With this setting, the calculations are performed automatically. This has a huge impact on QLE performance. Do not enable this setting unless this is absolutely necessary and the impact is validated. Reps can click the Calculate button to see the changes, but they still need to click Quick Save and Save to update the changes.
Enable Quick Calculate: This improves the quote calculation time by disabling price rules and quote line formula fields that depend on parent relationships, and displaying roll-up summary fields in the QLE. This setting needs to be enabled only if you are not using...

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