Get your Salesforce CPQ org up and running quickly with this setup walkthrough.
Set up a Professional Version instance
Salesforce Professional Edition does not have profiles, field-level security or page layouts, so you'll need to follow a few more steps when installing Salesforce CPQ in a Professional Edition instance.
Professional Edition handles field-level security through page layouts: Fields that aren't on the page layout are hidden everywhere in your org, including reports, list views and search results.
Review a video walkthrough for page layout editing here.
We'll email you with a link to the newest version of Salesforce CPQ as soon as it's available.
Review a walkthrough for installing a Salesforce CPQ package here.
Customize product bundles for items that are optional or need to be included together.
Product Bundles include the following components:
Follow these steps to create Product Bundles:
Discount schedules allow you to specify volume discounts. These volume discounts are based on a percentage of the product's price to be discounted using the quantity purchased or term. You can set the quantity or term ranges in tiers of different discount percentages.
Create and select from a variety of templates when you generate a Quote document. You can customize standard Quote details, such as logo, company name, and terms & conditions. You can also set a default template for your entire organization.
Begin using the Quote Template editor
You may review the contracting process through our video walkthroughs:
Consider getting a full sandbox account alongside your production org so you can test functionality without affecting your production data. Sandbox orgs also let you provide training and user acceptance testing in a safe environment.
Quickly create Quote Templates by using an existing document as a model. If your organization has not generated Quotes, you can test with quotes you've received from business partners, or create a Quote document in a word processing tool. Make sure your Quote samples are reviewed and approved within your organization before you build the Quote in Salesforce CPQ.
Find a logo to display in your Quote document. Assemble these logo files and store them in a folder in your Documents tab - later, you can reference them by their Document ID.
Your organization may have a process in place for tracking a Quote through its life cycle. To align Salesforce CPQ with your quoting process, you'll want to update the Status picklist field on the Salesforce CPQ Quote object. By default, this field contains the following values:
The first four default values should be used internally, while the last three can be presented to your clients in a Quote Template.
Products and Price List
If you're already using price books and products in Salesforce, you're a step ahead! If not, you may have a spreadsheet of your product lines with associated prices, or at least have an idea drafted. Gather these in a list to import.
If your products include extra options or optional features and add-on components, you can set these up in Salesforce CPQ as bundles. For these product bundles, make three lists:
Your organization may already have an org chart that resembles the flow for each stage in your approval process. You should still diagram this flow so everyone agrees on how a Quote will move from one approval level to another and which Quote attributes drive each decision tree.
Determine the best plan for your non-English speaking users. You can install Salesforce CPQ in a multi-lingual instance, but the components are only available in English.
Configure Salesforce CPQ
Depending on your quote process, you may want to change some of the default settings for Salesforce CPQ. To configure the package to meet your business requirements:
Permissions and Profiles
Depending on your business, you may want to assign certain users the task of setting up Discount Schedules and Contracted Prices. If so:
If your organization will use Product bundles where reps can select component offerings after adding a product bundle to a quote:
If you want users to select a Quote document output type:
Advanced Page Layout Management