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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

Understanding the CPQ data model

CPQ uses standard Salesforce objects and CPQ objects. All the CPQ object API names start with SBQQ__, which identifies a specific object that is linked to Salesforce CPQ. All the CPQ field names that come out of the box are also prefixed with SBQQ.

In Chapter 1, Getting Started with Salesforce CPQ Implementation, we learned about the high-level CPQ object model. But that model was basic and didn't provide extensive information about all the objects and fields. CPQ is an enterprise-level application with more than 80 objects, 1,000 fields, 28 fieldsets, and 500 classes; the scale of the product is huge.

The most important and major Salesforce objects are products and opportunities. Most organizations, before implementing CPQ, might have customized these two objects heavily. As businesses grow further, they implement CPQ; so, we may need to decouple the existing customization in these objects and move the functionality to CPQ objects.

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