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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

Summary

In this chapter, you learned how to extract and work with the Salesforce object model, which helped you understand object dependencies and relationships. We also saw the important role legacy data migration plays in the successful implementation of the CPQ project.

Migration may sound as simple as migrating data from point A to point B, but in this chapter, we realized that there are a lot of complexities involved in this process, and it is very challenging. We also realized that the data in each legacy system is different, and thus it is very important to understand the legacy data mapping to Salesforce CPQ objects. We learned how CPQ changes can be migrated from one Salesforce instance to another. There is no right tool that fits all migration needs. Based on the business process and the functionality, the solution needs to be analyzed and implemented.

In the next chapter, we will learn about Salesforce Billing.

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