Configure And Grant Permission To Salesforce CPQ Part -1

Salesforce CPQ:? CPQ stands for Configure, Price, Quote?

CPQ Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. Salesforce CPQ gives your sales team easy-to-use software, available on any device due to its cloud-based platform. Hosted within the Sales Cloud platform giving you a direct link with your CRM to make the most impactful sales decisions.? ?

Prerequisites for Installing Salesforce CPQ:?

• Enable email deliverability to all users.(Select “All Email” in access level)?
• Enable Chatter.?
• Enable Orders.?
• Enable CRM content.? ?

After Installing CPQ for your Org. The first thing you need to do is configure the Package as per your requirements.? ?

Below are the steps to configure Salesforce CPQ:?

• From Setup, enter Installed Packages, and then click Installed Packages.?
• Find Salesforce CPQ and click Configure.?
• Click the Pricing and Calculation tab.?
• Click Authorize New Calculation Service.? ?

When a user clicks Authorize New Calculation Service, Salesforce CPQ creates a token for the user. Salesforce CPQ uses the token and user combination to communicate with a Heroku service that manages asynchronous calculations using the Javascript Quote Calculator. If the calculation service hasn’t been authorized, org admins will see an error during the upgrade or installation of Salesforce CPQ.?

Below are the detailed configuration settings that you will find for Salesforce CPQ:?

1. Document Package Settings?:-

• Attachment Target?:- Choose a target object.?> Document Only: Quote documents are available in the chosen Salesforce Documents folder.?> Quote: Quote documents are saved in the chosen Salesforce Documents folder and in the quote’s Notes and Attachments related list.?> Opportunity: Quote documents are saved in the chosen Salesforce Documents folder and in the opportunity’s Notes and Attachments related list.?
• Document Folder?:- Select the folder that contains quote documents after generation.?
• Document Service Endpoint?:- Specifies the endpoint of a document web service used in DocuSign and EchoSign integrations. Do not change this value unless Salesforce CPQ support instructs you to.?
• Enable Multi-Language Translations?:- Allow sales reps to generate quote documents in one of your organization’s supported languages. This adds a Locale picklist to the Generate Documents Page. You must also have translated values stored for the languages that they can select. You must also have translated values stored in the language they select.?
• Exclude Hidden Lines in Group Totals?:- If your quote contains hidden quote lines, Salesforce CPQ doeQuote load and save actions process this number of quote lines per batch. The default value is 150. Smaller batches are less likely to hit governor limits. Larger batches cause better quote line performance because the editor makes fewer round trips.?s not evaluate them when calculating quote line group totals for a quote document.?
• Full Page Preview?:- Preview the quote document in a full window instead of an iFrame.?
• Hide Document Name?:- Hide the file name on a quote document. This setting is useful if you want to prevent sales reps from changing the default file name.?
• Mass Document User Name?:- Click Request Authorization to allow Salesforce CPQ to generate and send quote documents on your behalf when you're not logged in to Salesforce. This setting appears only upon the first installation of Salesforce CPQ and disappears after a user selects it.
• Post to Feed??:- Post quote documents to the Chatter feed associated with the quote or opportunity attachment target. If you delete the quote document, the Chatter feed shows that the document is no longer available.?

2. Group Package Settings?:-

• Solution Groups Enabled?:- Allow admins to create solution groups for sales rep use in the quote line editor. Solution groups let you group and subtotal products independently of other quote lines and quote line groups. This is useful if your company has a standard set of quote line groupings, such as hardware or software.?
• Object?:- Enter the API name of the object that you want to use as the basis of your solution group. For example, if you want to use quote line groups, enter SBQQ__QuoteLineGroup__c. You can choose from any Salesforce CPQ object. This option is available only when solution groups are enabled?
• Name Field?:- Choose the name to use for solution groups in your org. You can choose from any Salesforce CPQ field associated with the object you chose in the Object setting. This option is available only when solution groups are enabled.?
• Description Field?:- Choose the description field that you want to use for solution groups in your org. You can choose from any Salesforce CPQ field associated with the object you chose in the Object setting. This option is available only when solution groups are enabled.?
• Require Group Name?:- Sales reps are required to edit group names in the quote line editor.?

3. Line Editor Package Settings :-

• Hide Renewed Assets When Editing :- Hide line items for renewed assets in the quote line editor. Renewed assets don’t have a net total, can’t be discounted or marked up, and are used only to contribute to a percent of the total product’s final price. We recommend hiding them if you want your sales reps to focus only on editable quote lines.?
• Enable Column Width Resizing?:- Allow column width customization in the quote line editor.?
• Enable Compact Mode?:- Removes the blank empty spaces in the quote line editor for quote line drawer fields hidden by a page security plugin.?
• Visualize Product Hierarchy?:- Indent the components of bundle products, including nested bundles. This feature makes your bundles easier to read, especially if they have many product options or layers of nested bundles.?
• Preserve Bundle Structure?:- Display a bundle’s product options in the same order in renewal quotes. This feature is useful if you organize your bundles with important or frequently edited product options at the beginning of the bundle.?
• Keep Bundle Together?:- When you drag and drop a bundle parent to a different location in the quote line editor, Salesforce CPQ moves its components to the new quote line position as well.?
• Totals Field?:- Salesforce CPQ summarizes the value of this quote field across your quote and shows the result in the quote line editor’s Total field. The net total is the default value.?The picklist also shows custom currency fields that you add to the quote object.?
• Line Subtotals Field?:- Salesforce CPQ summarizes the value of this quote line field across your quote and shows the result in the quote line editor’s Subtotal field. The net total is the default value.?The picklist also shows custom currency fields that you add to the quote line object.?
• Large Quote Threshold?:- Quotes with line counts above this value send only essential quote lines, rather than every quote line on the quote during UI calls. When the threshold is active, Salesforce CPQ also ignores quote-scoped product rules for that quote.?You can define a threshold to improve quote line editor performance if you have large quotes. Plan on adjusting your large quote threshold when you start encountering governor limits. We recommend that your value is slightly lower than the number of lines on your quote when you start to hit the limits.?
• Enable Large Quote Experience?:- Revise the quote line editor layout so sales reps have an Quote load and save actions process this number of quote lines per batch. The default value is 150. Smaller batches are less likely to hit governor limits. Larger batches cause better quote line performance because the editor makes fewer round trips.?easier time navigating large quotes.?
• Enable Large Quote Threshold Validations?:- Evaluates validation rules while the large quote threshold is active and prevents sales reps from performing invalid actions in the quote line editor.?
• Actions Column Placement?:- Place the Delete and Edit actions to the left or right of quote lines in the quote line editor.?
• Enable Multi Line Delete?:- Sales reps can select multiple quote lines and then delete them.?
• Product Configuration Initializer?:- If your company uses a custom Visualforce page for its configurator, provide a lookup at the page here.?
• Enable Asset Upgrades?:- Sales reps can click Upgrade Assets in the quote line editor. Enable this setting if your org uses Upgrade Products.?
• Group Subtotals Field?:- Salesforce CPQ summarizes the value of this quote line group field across your quote and shows the result in the quote line editor’s Group Total field. The net total is the default value.?This picklist also shows custom currency fields that you add to the quote line group object.?
• Wrap Buttons?:- Quote line editor buttons wrap to a row below the first button row.?
• Quote Batch Size?:- Quote load and save actions process this number of quote lines per batch. The default value is 150. Smaller batches are less likely to hit governor limits. Larger batches cause better quote line performance because the editor makes fewer round trips.?

In the upcoming Article, we'll delve into the subjects of Plugins, pricing, Calculation, and Subscription and Renewals.