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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

The Line Editor tab

This tab contains all the configurations related to the line editor. We have already seen some of these settings during the QLE configuration in Chapter 2, Configuring Opportunities and Quotes. A few important settings are as follows:

  • Visualize product hierarchy checkbox: This setting will help indent the components of bundle products, including nested bundles. By selecting this checkbox, you will see the breakdown of products and their components in the Quote Line Editor (QLE). When you add a product bundle in the QLE, the indentation will help reps see the parent bundle and all the components associated with it.
  • Keep Bundle Together: When this setting is enabled, the bundle's components will always be displayed along with the bundle. When the bundle is dragged and dropped to a new location in the QLE, all the corresponding components will also move automatically.
  • Preserve Bundle Structure: Selecting this setting will display the product...
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