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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

Configuring products

Products can be configured in Salesforce CPQ as product bundles, Multi-Dimensional Quoting (MDQ) products, subscription products, and usage products. Product configuration depends on the products that your company sells and how you want to price your products. Let's learn about the different product configurations that CPQ offers out of the box and how we can configure and customize them as per the specific business use cases:

  • Product bundles: Product bundles are a collection of products that are sold together. Bundles may include options to choose from; these are like the subproducts. Product options with similar characteristics can be grouped together as features. For example, a laptop can be a bundle with a charger and a mouse as its components. The color and memory can be the options to choose from.
  • MDQ products: Show a fixed-price subscription product in the QLE as one quote line broken into segments. Each segment that is an additional quote...
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