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.
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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.
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.
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.
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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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.
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
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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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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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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Arogyalokesh is a Technical Content Writer and manages content creation on various IT platforms at Mindmajix. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Get in touch with him on LinkedIn and Twitter.
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