Salesforce CPQ Quote it Fast, Sell it Right

Salesforce CPQ
Quote it Fast, Sell it Right
cloud.analogy info@cloudanalogy.com +1(415)830-3899

Ausaf Ahmed (Business Development Executive)
Ausaf Ahmed is the star Business
Development Executive at Cloud Analogy.

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Impact Of Coronavirus On Global Health And
Salesforce Users
Ajay Dubedi
CEO & Founder
Cloud Analogy
Dr. Kinshuk Chhikara
Medical Officer
Government Polyclinic,
Kurukshetra
Speakers:
On Demand Webinar

Meet Our Speakers
Deepali Kulshrestha, a Senior
Salesforce Consultant, Delivery
Management Head at Cloud Analogy.
Women-In-Tech (WIT) leader,
Siddhartha Bhadoriya, a Salesforce
Administrator and Consultant at
Cloud Analogy.

Coronavirus COVID-19 Readiness
Before we start with the webinar, we would like to offer our
condolences to families who have lost their loved ones due to the
COVID-19 outbreak. We wish blessings to everyone who is
fighting against the coronavirus, directly or indirectly.
Cloud Analogy is remotely managing every single client and
project while ensuring the safety of our people during these
tough times.
Stay protected and blessed!

Agenda
● What and Why?
● CPQ Data Model
● Installation & Configuration
● Quotes
● Product Bundle - Options, Features &
Option Constraints
● Product & Price Rules
● Environment Walkthrough
● Custom Actions
● Guided Selling
● Discount Schedule
● Quote Template
● Q&A

What is Salesforce CPQ

Why Salesforce CPQ ?

Data Model

CPQ Data Model
Account
Opportunity
Opportunity
Product
Pricebook
Product
Product OptionQuote Line
Quote
Contract
Quote
Document
SubscriptionAsset
CPQ Objects
Salesforce Objects
One to One
One to Many
Many to Many

CPQ Installation & Configuration
https://developer.salesforce.com/promotions/orgs/cpqtrails

● Stores all the details of the products
and prices quoted for an opportunity.
● Quote line items
● An opportunity can have many quotes
Quotes

Product Bundles
● Product - Individual line item on the quote. Core product offerings
that the customer sells
● Product Bundle - Parent product with optional features or
components which can be included on a single Quote Line
● Product Option - Children of bundle parent. It doesn’t contribute to
the bundle price if you select its Bundled checkbox
● Feature - Group of Options
● Option Constraint - Control how users select options together

Product Rules
It ensures that sales rep are
inserting together right products
and bundles every time. It checks
that products and options are
compatible with one another.

Price Rules
● Helps in controlling quoting and optimize the sales
● Automates price calculations and update quote line fields
● Useful if your business contains product that change in response to
the presence of other products on your quote

Q & A
Session

Demo Gift
Hamper
Lamp
Hanging
Lamp
Table
Lamp
Wall
Hanging
Wall Decor
Candle
Holder
Vase
Hand
Painted
Vase
Ceramic
Vase

● Buttons to perform an action in the
quote line editor, configurator, or
several other detail pages.
Custom Actions

Guided Selling
● Prompt that asks sales reps about the types of products they want when
they’re adding products to a quote
● Below are some of the components:
○ Quote Processes
○ Process Inputs

Discount Schedule
● create volume discounts based on quantity or terms for your quote lines.
Set the quantity or term ranges in tiers of percentages or amounts of
currency.
Tier 1 [10% discount for 1-9 Products]
Tier 2 [20% discount for 10-19
Products]
Tier 3 [30% discount for 20+ Products]

Discount Schedule
Types
Range: Products are
discounted at the rate of
whatever tier applies to the
quoted quantity.
Slab: Units within a
certain bound receive
discounts equal to their
tier’s discount value.
$0.80/Unit
$0.80/Unit
$0.90/Unit
$1.00/Unit
Range Slab

A quote template is a combination of predetermined formatting elements for
the arrangement of quote data for presentation, typically in PDF format.
Similar to Salesforce email templates, a quote template contains the design,
content, and layout of your generated quote documents. Some content can be
dynamic, such as the Expiration Date, while other content can be static, like
the Company Address or Slogan. You can define dynamic content using
merge fields as you would elsewhere in Salesforce.
Quote Templates

References & Study Materials
● https://www.salesforce.com/hub/sales/what-is-cpq/
● https://help.salesforce.com/articleView?id=cpq_glossary.htm&type=5
● https://trailhead.salesforce.com/en/content/learn/modules/sf_cpq

Retrospective

Redefining eCommerce experiences with Commerce
Cloud
Suraj Tripathi
Salesforce Application Architect
Cloud Analogy
Nitesh Bhardwaj
Salesforce Principal Consultant
Cloud Analogy
Speakers:
April 14, 2020 (Tuesday)
08:30 PM IST/ 03:00 PM GMT
Date & Time:
Upcoming Webinar

THANK
YOU

Salesforce CPQ Quote it Fast, Sell it Right

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