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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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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

Comparing Salesforce CPQ and Industries CPQ

Salesforce CPQ is a general CPQ and billing application (billing needs to be purchased separately) that can be used for any industry with some customizations. Industries CPQ is a module in Salesforce Industry Cloud and is specific to an industry. The standard sales process and B2B or B2C customer journey are the same as what we saw in the previous chapters. Industries CPQ leverages most of the standard Salesforce objects, such as accounts and opportunities.

We have seen that Salesforce CPQ fields are in the format SBQQ__fieldname __c. If we used Industries CPQ for Communications Cloud, a custom field would be vlocity_cmt__fieldname_c, and if we used it for Insurance Cloud, it would be vlocity_inc__fieldname__c.

Industries CPQ follows a similar order of operations to the standard sales process we learned about in Chapter 1, Getting Started with Salesforce CPQ Implementation. When a customer is interested in our products, a lead will...

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