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.

If you would like to become Salesforce CPQ Certified professional, then visit Mindmajix - A Global online training platform: " Salesforce CPQ Certification Training Course ". This course will help you to achieve excellence in this domain.

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

Checkout Salesforce Tutorial

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. 

Subscribe to our youtube channel to get new updates..!

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.

Checkout Salesforce Interview Questions

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

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

CPQ Contract Layout

[ Related Article:-  Salesforce Security ]

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

CPQ Opportunity Layout

 

[ Related Article:-  Rules of Workflow In Salesforce

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

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.

Are you looking to get trained on Salesforce, we have the right course designed according to your needs. Our expert trainers help you gain the essential knowledge required for the latest industry needs. Join our Salesforce Certification Training program from your nearest city.

Salesforce Training Chennai, Salesforce Training Dallas, Salesforce Training Bangalore, Salesforce Training Hyderabad, Salesforce Training Mumbai, Salesforce Training Delhi, Salesforce Training Noida, Salesforce Training New York, Salesforce Training Chicago, Salesforce Training Kolkata, Salesforce Training Gurgaon, Salesforce Training Pune.

These courses are equipped with Live Instructor-Led Training, Industry Use cases, and hands-on live projects. Additionally, you get access to Free Mock Interviews, Job and Certification Assistance by Certified Salesforce Trainers

Checkout Salesforce Sample Resumes

Mindmajix offers you a great way to showcase your level of skills and areas of expertise with industry level projects, and fast track your career with Salesforce Certifications.