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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

Industries CPQ's UI

In Salesforce CPQ, we saw that the Quote Line Editor (QLE) is the UI that reps use. In Industries CPQ, we have a few UIs that enhance customer experience and also aid in self-service that can be leveraged based on the kind of business and the sales process.

We have a few UI options for Industries CPQ:

  • CPQ cart: An out-of-the-box shopping cart UI where agents can add, configure, and remove products. The cart can be configured as per the specific business needs. Currently, this is Angular-based on Vlocity Cards, which may be converted to Lightning Web Components (LWCs). Vlocity Cards provide configurable cards, layouts, and templates, which can be customized as required.
  • Omni scripts for guided selling: Build your own guided flow using OmniScripts. Using APIs, you can build additional functionality.
  • Digital commerce LWCs: Prebuilt out-of-the-box LWCs are available that provide additional functionality on top of the UI, which can help agents...
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