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

Additional settings

The following are the additional settings available in the CPQ package settings:

Triggers Disabled: This setting disables CPQ triggers temporarily. This is useful when you are performing data migration or when you are debugging or testing in CPQ. This needs to be enabled once the activity is completed.
Multiple Bundle Views: This configurator has two values, Wizard and Classic, for quotes with multiple bundles. The wizard option displays each bundle separately. With the classic option, all the bundles are displayed together on one page, separated by the section layout.
Enable Large Configurations: This setting allows users to include more than 400 products in product bundles. This setting has a performance impact as it slows down processing for all bundles.
Execute Scripts: This setting needs to be enabled during the installation or upgrade. Post CPQ implementation, executing scripts is very helpful.
Important Note
Whenever there are configuration...

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