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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 Plugins tab

Using this tab, we can link optional third-party plugins. These plugins help extend the CPQ features and integrate the package with third-party tools.

Important Note

Plugins require either APEX or JavaScript skills.

Let's learn about a few important configurations in the Plugins tab:

  • Electronic Signature Plug-in: This will integrate Salesforce with electronic signature plugins, which can be used to e-sign a quote document automatically. The e-signature tool will have instructions for how to fill in this detail.
  • Quote Calculator Plug-in (QCP): This feature extends the Salesforce CPQ quote calculator by adding a JavaScript quote calculator plugin. Never use the legacy calculator as it is no longer supported by Salesforce.
  • Additional functionalities can be added to the QLE with custom JavaScript code. Certain third-party AppExchange applications such as Vertex will provide the QCP to integrate with CPQ. You can refer to the Salesforce...
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