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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

The best practices for improving CPQ performance

The term performance refers to the ability to process an action faster. For example, you want data to load, add, quick-save, and save records, complete calculations in the Quote Line Editor (QLE), and generate quote documents faster. When considering scale, we are discussing the increase in processing capacities. For example, you want to process as many records as possible. In addition, you want to load and save more quote lines, select more products, and calculate more rules.

CPQ performance and optimization depend on the Salesforce platform's and Sales Cloud's performance, as CPQ is built on top of them.

Make sure that your Salesforce environment is ready for a CPQ implementation and that you're not just adding the managed package to an already overburdened environment. For example, if the existing release management process continuously fails due to performance issues, then you should attack that problem first...

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