Cpq basics bycesaribeiro
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This document provides instructions for installing and configuring Salesforce CPQ. It outlines pre-installation steps like enabling email deliverability, Chatter, Orders and CRM content. It then details how to install the CPQ package, authorize the calculation service, execute post-install scripts and change page layout assignments. The goal is to leverage the out-of-box CPQ fields and configurations by properly setting up profiles and permissions.
Cpq basics bycesaribeiro
- 1. CPQ Basics Installation and Layouts Products and Price Book Account opportunity and Quote Bundle and features Options and Option Constraints Configuration attributes Product Rules Pricing Method and Structure Discounting Price Rules Contracts and Renewals Quote templates
- 2. Pre-Installation Steps Enable email deliverability to all users Enable Chatter Enable Orders Enable CRM content
- 3. Install/Upgrade Salesforce CPQ Package Post- Installation Steps Authorize New Calculation Service Execute Post-install scripts Change Page Layout Assignments
- 4. ●Before installing Salesforce CPQ Enable below permissions in your Salesforce Org. Enable email deliverability to all users. Navigate to Setup | Administer | Email Administration | Deliverability. Select All email as the Access level and click Save
- 5. Enable Chatter Navigate to Setup | Build | Chatter | Chatter Settings. Click Edit button and select Enable Click Save
- 6. Enable Orders Navigate to Setup | Build | Customize | Orders | Order Settings. Select Enable Orders checkbox and click Save.
- 7. Enable CRM content Navigate to Setup | Build | Customize | Salesforce Files | Settings | Salesforce CRM Content. Click Edit button and select Enable Salesforce CRM Content Click Save
- 8. Install Salesforce CPQ Package Go to Salesforce CPQ Package Installation Links to get all the packages available for Salesforce CPQ and navigate to Salesforce CPQ section under Package Installation Links. If you are doing an installation in your Production or Developer org, please select Production otherwise select Sandbox as the Installation Link.
- 9. Install Salesforce CPQ Once you select the Installation Link you will be navigated to the Salesforce Login screen. After you log in successfully, you are presented with the Security Level Selection page. Select Install for Admins Only if you don’t want to grant access to all users. In this case, you would need to provide the permissions to the specific non-admin users through Permission Sets or Profiles.
- 10. Install Salesforce CPQ Salesforce recommends granting access to all users. Choosing other options can lead to extensive time spent adjusting permissions later. Select the appropriate option and click Install.
- 11. Install Salesforce CPQ Salesforce CPQ Package Components You can review the package components through View Components link. Salesforce CPQ then prompts you to Approve Third-Party Access.
- 12. Third-Party Permissions Select “Yes, grant access to these third-party websites” and then click Continue. Once you click Continue, you will see the installation In-Progress screen. Salesforce CPQ Installation in Progress ● If package installation needs more time, you will be displayed with below screen.
- 13. Salesforce Sends you an email once your installation has completed. You can go to Setup | Build | Installed Packages and check if the package is installed successfully or not. Authorize New Calculation Service If you are installing Salesforce CPQ for the first time, navigate to Setup | Build | Installed Packages | Salesforce CPQ | Configure | Pricing and Calculation and click Authorize New Calculation Service.
- 14. Salesforce CPQ Package Settings Execute Post-Install Scripts Navigate to Setup | Build | Installed Packages | Salesforce CPQ | Configure | Additional Settings and re-execute the Post Installation Scripts if they failed during the installation by clicking the Execute Scripts button. You can check the scripts execution status by clicking the Refresh Status button.
- 15. CPQ OOB To leverage the CPQ OOB fields and configurations, we need to assign these Page Layouts to the user profiles in your organization based on their roles and responsibilities. Let’s see, how a CPQ Product Layout can be assigned to a Product Manager Profile. Navigate to Setup | Build | Customize | Products | Page Layouts. Click Page Layout Assignment button. You will be displayed with the list of all the Profiles in the system.
- 16. Product Manager Profile ● Scroll to the Product Manager Profile. Click on the Page Layout column next to the Product Manager Profile and select CPQ Product Layout from the Page Layout To Use picklist at the top and click Save. ● If you want to change the Page Layout assignment for ALL the profiles, click Page Layout column header and select CPQ Product Layout from the Page Layout To Use picklist, click Save.
- 17. Similarly, you can change the Page Layout assignment for the other Page Layouts.