Salesforce CPQ

Salesforce CPQ

Salesforce, Spring '24

@salesforcedocs

Last updated: February 9, 2024

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CONTENTS

Manage Your Quotes with CPQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Salesforce CPQ Patch Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Getting Started with Salesforce CPQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 CPQ Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Create and Edit CPQ Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Send Your CPQ Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299 Advanced Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325 Manage Your CPQ Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365 Manage Your Subscriptions and Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393 Amend Your Contracts and Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437 Renew Your Contracts and Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452 Printable Tip Sheets & User Guides -- For Salesforce CPQ . . . . . . . . . . . . . . . . . . . . . . . . 465 Explore CPQ Solution Kits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467

MANAGE YOUR QUOTES WITH CPQ

Use Salesforce CPQ to create, manage, and send your quotes.

EDITIONS

Salesforce CPQ Patch Notes Salesforce CPQ patch notes contain high-level reviews of bug fixes included in each generally available patch for a CPQ package. We update patch notes after a new patch becomes available for a package.

Available in: All CPQ Editions

Getting Started with Salesforce CPQ Review important CPQ terminology and learn how to set up Salesforce CPQ.

CPQ Products Products are items that users can add to a quote.

Create and Edit CPQ Quotes Create a quote for your customers. After you add products to your quote, you can adjust their quantities, configuration, and pricing.

Send Your CPQ Quotes After you finalize your quote, create a document for it, and then send the document to your customers. Salesforce CPQ lets you customize the document creation and management process.

Advanced Approvals Automate and customize your approval process with the Advanced Approvals package for Salesforce CPQ. You can require approvals when records meet certain conditions, automate resubmitted approvals, and control the order that approvers receive requests.

Manage Your CPQ Orders When your customer is ready to order their CPQ quote, create an order record to track the products they've purchased. Orders contain order products for each of your quote lines. You can contract the order record to track its subscription products. You can also create invoices from your order.

Manage Your Subscriptions and Assets Use subscriptions to keep records of subscription products you've quoted or sold. Use assets to keep records of stand-alone products you've quoted or sold. You can use these records later to manage amendments and renewals to your opportunities and orders.

Amend Your Contracts and Assets Add products or edit product quantities on your contracts. If you're using an asset-based renewal model, you can change the assets on your quotes and orders.

Renew Your Contracts and Assets Renew a contract when your subscriptions are about to reach their end date. If you're using an asset-based renewal model, you can renew a percent of total product and its covered assets.

Printable Tip Sheets & User Guides -- For Salesforce CPQ Printable implementation guides for Salesforce Billing admins.

Explore CPQ Solution Kits Connect CPQ with B2B Commerce to enhance your business. Get product recommendations, workflow details, and instructions to help you implement the solution from start to finish.

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