Salesforce CPQ Implementation Guide

Before starting with the Salesforce CPQ discussion, we need to have access to the CPQ package to our developer login. We have two ways by which we can access the CPQ package.

1. By purchasing the CPQ login from the salesforce team and ask them to integrate the CPQ package to our developer login.
2. Other sources, we have another option i.e., we can download the appropriate package for installation and download and integrate for our desired user login.

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How to Integrate Salesforce CPQ into your Developer Org?

First, we need to create a Salesforce Developer account. If you don’t have one you can create one by following the below link provided.

Link: https://developer.salesforce.com/signup?d=70130000000td6N

After creating the Salesforce Developer Account, you need to click on the below link to install the Salesforce CPQ package for installation and procedures. We need to decide on which platform it should be Installed either in Production or SandBox. Let all the users have permission during the installation, and it will take a minimum of 20 to 30 minutes for the installation of the package. Based on the customization the Salesforce CPQ gets installed, at present, the Salesforce provides 3 - Months Trial Period for Free Installation setup.

Link: https://steelbrick2.force.com/apex/installPremium

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Configuration settings for Salesforce CPQ to the Developer login?

We have few objects and fields that are default and standard for CPQ layout to use. By using these standard objects and fields we can develop the configuration, pricing & quoting of the products.

The below link defines all the Objects & Fields that are standard & default for use.

Link: https://help.salesforce.com/articleView?id=cpq_object_relationships.htm&type=5

How To configure “CPQ Page Layout” To Profile for Accessing?

To give you a detailed explanation about the Assigning of “CPQ Page Layout” to a specific profile, let us consider with an example profile to be given access(System Admin)Profile. 

The System Administrator will be providing access to the other profiles unless he has that. The below steps are detailed to give an overview of How to provide access for the specific login with example.

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Steps to configure Account Object For Page Layout:

Login to the Salesforce → Go to “Setup” → In the Quick Find Search For “Profiles” → Select the “System Administrator” Profile → Edit → Page Layouts → Account → Click on (View Assignment) → Edit Assignment → Select “CPQ Account Layout” → Save.

How to assign a “CPQ Product Layout” To Profile for Accessing?

Steps to configure Product Object For Page Layout:

Login to the Salesforce → Go to “Setup” → In the Quick Find Search For “Profiles” → Select the “System Administrator” Profile → Edit → Page Layouts → Product → Click on (View Assignment) → Edit Assignment → Select “CPQ Product Layout” → Save.

CPQ Product Layout

How to assign a “CPQ Contract Layout” To Profile for Accessing?

Steps to configure Contract Object For Page Layout:

Login to the Salesforce → Go to “Setup” → In the Quick Find Search For “Profiles” → Select the “System Administrator” Profile → Edit → Page Layouts → Contract → Click on (View Assignment) → Edit Assignment → Select “CPQ Contract Layout” → Save.

CPQ Contract Layout

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How to assign a “CPQ Opportunity Layout” To Profile for Accessing?

Steps to configure Opportunity Object For Page Layout:

Login to the Salesforce → Go to “Setup” → In the Quick Find Search For “Profiles” → Select the “System Administrator” Profile → Edit → Page Layouts → Opportunity → Click on (View Assignment) → Edit Assignment → Select “CPQ Opportunity Layout” → Save.

CPQ Opportunity Layout

 

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How To Add Users to the Salesforce CPQ Package Installed?

Steps to add Users to Salesforce CPQ:

Login to the Salesforce → Go to “Setup” → In the Quick Find Search For “Installed Packages” → Click on “Manage Licenses” → Click on “Add Users” → Select the required Users From “Available Users” Section → Add.

Salesforce CPQ Package Installed

In the next topic, we will discuss in detail about “Price Book in Salesforce CPQ” Keep following us for more info on Salesforce CPQ.

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