Salesforce CPQ : Salesforce CPQ Basics for Admins

Discover how quotes function as electronic records of customer purchases in Salesforce, detailing products, discounts, grand totals, expiration, and how primary quotes push the grand total to the opportunity.

Configure product bundles in Salesforce CPQ and add them to a quote with options, features, pricing, and discounts. Learn the user interface to select catalog products and configure components.

Explore how admins configure product bundles in Salesforce CPQ with configuration type and event options, guiding when sales reps can configure, reconfigure, or proceed to the code line editor.

discover how to configure product bundles in salesforce cpq by selecting a lead product, adding options and features, and enforcing quantity rules and price book prerequisites.

Understand option types in a Salesforce CPQ bundle, including accessory, component, and related product, and how bundle quantity controls or multiplies option quantities in the code line editor.

Learn quote line visibility in Salesforce CPQ basics for admins, using the product option visibility field to control when items appear in the code line editor or the quotation document.

Toggle the bundled option to include its price in the main product, with fixed quantity and zero price, or leave it to add the price at the option level.

Organize product features by category picklists, using hardware and software defaults and add ons, and present features in tabs or mixed tabs and sections for easier navigation.

Learn how option layout in the product object shapes the user interface for bundles by using sections, tabs, or wizard, with tabs needing blank feature categories and wizard guiding navigation.

Learn how Salesforce CPQ product rules, including validation and configuration rules, enforce correct bundle configurations via error conditions, preventing banking accounts from buying video editor licenses.

Learn to use a summary variable with sum to enforce microphone inclusion in a telecommuter workstation bundle via a validation product rule, triggering an error when no mic is selected.

Explore selection rules that automatically add a free keyboard when 2.8GHz i7 processor is chosen, leveraging product rules to enable, add, and require items in a 15 inch laptop bundle.

Explore block pricing in Salesforce CPQ, pricing by quantity blocks within price books and price book entries, with small pickup and large pickup tiers and overage rates for excess quantity.

Explore option pricing in Salesforce CPQ, showing a bundle price of 75 versus 100 standalone, and how bundled options use a bundled checkbox with fixed quantity and zero prices.

configure cost plus markup pricing to let users adjust a base cost by a fixed amount or percent, and store costs with the cost object to compute net unit price.

Leverage Salesforce CPQ discount schedules to apply volume-based discounts automatically with tiered ranges, showing 30/60 and 90+ thresholds, applied to VPN licenses via a discount schedule lookup field.

Learn how to implement subscription pricing in Salesforce CPQ, using subscription terms, time factors, and price book entries to auto-calculate unit prices for subscriptions.

Explore price rules in Salesforce CPQ, using if-then logic with account industry and product code conditions to dynamically discount the 13 inch laptop for education customers.

Explore guided selling in Salesforce CPQ to help users quickly find products from a large catalog, using service type and hardware type fields to tailor prompts and selections.

Explore how to create quotes in Salesforce CPQ by building professional PDF quote documents from code templates, including product lists, prices, discounts, terms, and emailing them directly from Salesforce.

Create a code template with sections to generate a pdf document, add company information and a logo, and adjust font family, font sizes, and border color.

Create and tailor template content in Salesforce CPQ by selecting content types, editing HTML or source, and saving changes to display the company logo, company details, and billing information.

Learn how to build a Salesforce CPQ code template with sections for top content, product lines, and terms, adjusting line columns, margins, and display order to generate professional quotes.