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Salesforce CPQSalesforce, Summer ’21@salesforcedocsLast updated: May 27, 2021
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CONTENTSManage Your Quotes with CPQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Salesforce CPQ Patch Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Getting Started with Salesforce CPQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2CPQ Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Create and Edit CPQ Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Send Your CPQ Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272Advanced Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305Manage Your CPQ Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336Manage Your Subscriptions and Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358Amend Your Contracts and Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400Renew Your Contracts and Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414Printable Tip Sheets & User Guides — For Salesforce CPQ . . . . . . . . . . . . . . . . . . . . . . . . 425Explore CPQ Solution Kits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427
MANAGE YOUR QUOTES WITH CPQUse Salesforce CPQ to create, manage, and send your quotes.EDITIONSSalesforce CPQ Patch NotesSalesforce CPQ patch notes contain high-level reviews of bug fixes included in each generallyavailable patch for a CPQ package. We update patch notes after a new patch becomes availablefor a package.Available in: All CPQ EditionsGetting Started with Salesforce CPQReview important CPQ terminology and learn how to set up Salesforce CPQ.CPQ ProductsProducts are items that users can add to a quote.Create and Edit CPQ QuotesCreate a quote for your customers. After you add products to your quote, you can adjust their quantities, configuration, and pricing.Send Your CPQ QuotesAfter you finalize your quote, create a document for it, and then send the document to your customers. Salesforce CPQ lets youcustomize the document creation and management process.Advanced ApprovalsAutomate and customize your approval process with the Advanced Approvals package for Salesforce CPQ. You can require approvalswhen records meet certain conditions, automate resubmitted approvals, and control the order that approvers receive requests.Manage Your CPQ OrdersWhen your customer is ready to order their CPQ quote, create an order record to track the products they’ve purchased. Orders containorder products for each of your quote lines. You can contract the order record to track its subscription products. You can also createinvoices from your order.Manage Your Subscriptions and AssetsUse subscriptions to keep records of subscription products you’ve quoted or sold. Use assets to keep records of stand-alone productsyou’ve quoted or sold. You can use these records later to manage amendments and renewals to your opportunities and orders.Amend Your Contracts and AssetsAdd products or edit product quantities on your contracts. If you’re using an asset-based renewal model, you can change the assetson your quotes and orders.Renew Your Contracts and AssetsRenew a contract when your subscriptions are about to reach their end date. If you’re using an asset-based renewal model, you canrenew a percent of total product and its covered assets.Printable Tip Sheets & User Guides — For Salesforce CPQPrintable implementation guides for Salesforce Billing admins.Explore CPQ Solution KitsConnect CPQ with B2B Commerce to enhance your business. Get product recommendations, workflow details, and instructions tohelp you implement the solution from start to finish.1
Manage Your Quotes with CPQSalesforce CPQ Patch NotesSalesforce CPQ Patch NotesSalesforce CPQ patch notes contain high-level reviews of bug fixes included in each generally available patch for a CPQ package. Weupdate patch notes after a new patch becomes available for a package. Salesforce CPQ Summer ’21 Patch Notes Salesforce CPQ Spring ’21 Patch Notes Salesforce CPQ Winter ’21 Patch Notes Salesforce CPQ Summer ’20 Patch Notes Salesforce CPQ Spring ’20 Patch Notes Salesforce CPQ Winter ’20 Patch Notes Salesforce CPQ Summer ’19 Patch Notes Salesforce CPQ Spring ’19 Patch Notes Salesforce CPQ Winter ’19 Patch Notes Salesforce CPQ Summer ’18 Patch Notes Salesforce CPQ Spring ’18 Patch Notes Salesforce CPQ Winter ’18 Patch Notes Salesforce CPQ Summer ’17 Patch Notes Salesforce CPQ Spring ’17 Patch Notes Salesforce CPQ Winter ’17 Patch Notes Salesforce CPQ Summer ’16 Patch Notes Salesforce CPQ Spring ’16 Patch Notes Salesforce CPQ Winter ’16 Patch NotesGetting Started with Salesforce CPQReview important CPQ terminology and learn how to set up Salesforce CPQ.EDITIONSAvailable in: All SalesforceCPQ EditionsSalesforce CPQ InstallationManage the setup and installation of Salesforce CPQ.Salesforce CPQ-Supported LanguagesSalesforce CPQ supports English, Spanish (Mexican), French, German, Japanese, and Brazilian Portuguese. You can change theSalesforce language by editing company settings, but Salesforce CPQ-specific values are translated only for the six CPQ languages.Guidelines for Setting Up Salesforce CPQOnce you’ve installed your CPQ package, review some common objects and features.Mapping Custom Fields Between ObjectsCertain pairs of CPQ objects pass custom field values from the first object to the second object when the second object is created.The values pass if the custom fields are editable, have matching field types, and have matching API names. We call these field pairs“twin fields.”Guidelines for Using Salesforce CPQ in Multicurrency OrgsReview important guidelines for working with Salesforce CPQ with multicurrency enabled.2
Manage Your Quotes with CPQGetting Started with Salesforce CPQCPQ FavoritesThe CPQ favorites object lets sales reps save and share their favorite products, configured bundles, or quote line groups for use onfuture quotes. Salesforce CPQ admins can also manage favorites by creating, sharing, editing, and deleting the favorite records.Importing Quote Lines from CSV FilesSales reps can upload line items to the Salesforce CPQ line editor by importing a CSV file. Salesforce CPQ uses the import formatobject to define a template for converting data from the CSV file.Apply Visual Themes to the Quote Line EditorCustomize your quote line editor with theming options.Override Default CPQ Custom LabelsSalesforce CPQ stores most of its labels and messages as custom label records. Override a custom label’s default text with new textof your choosing.Adding a Parameter to Lookup Field SearchesYou can add an extra search parameter to lookup field searches in Salesforce CPQ Visualforce pages. The extra parameter helps youfind the value you’re looking for if you’re having trouble remembering its name.Translating Salesforce CPQ RecordsYou can specify which parts of key CPQ objects are translated. When you translate a record, you define the text fields’ translatedvalues only for that record. That way you can have different translations for unique records across the same object. Salesforce CPQstores the translated values in a localization record.CPQ For Lightning CommunitiesSalesforce CPQ and the Salesforce Partner Community provide an online selling platform that connects your resellers and distributorsto your own sales processes and resources. This way, your channel partners can service their buyers directly. The CPQ for Self-Serviceplatform lets CPQ clients to extend complete CPQ functionality to a customer community, allowing their own customers to self-servicewhen they need to work on contracts or quotes.CPQ Object RelationshipsReview field lookup and master-detail relationships for CPQ objects.CPQ Object and Term GlossaryWhen you’re working with Salesforce CPQ, review important terms and definitions.CPQ Account FieldsSalesforce CPQ provides various custom managed fields for the account object.CPQ Page LayoutsKeep your CPQ records accurate and organized with these recommended page layouts.CPQ Package SettingsSalesforce CPQ package settings control the properties of feature areas within Salesforce CPQ.Protect Your Data with Salesforce ShieldSalesforce Shield is a set of security tools that helps you comply with regulations on storing sensitive information. With Shield PlatformEncryption and Event Monitoring, you can monitor usage, prevent malicious activity, and protect data at rest while allowing fullfunctionality.Salesforce CPQ: What’s Different or Not Available in the Salesforce Mobile AppNot every Salesforce CPQ feature is in the Salesforce mobile app. Learn about the differences between desktop and mobile experiencesin Salesforce CPQ. Additionally, the Salesforce mobile app uses your Salesforce CPQ edition and your user profile and permissionsets to determine the features you can access.3
Manage Your Quotes with CPQSalesforce CPQ InstallationSalesforce CPQ InstallationManage the setup and installation of Salesforce CPQ.EDITIONSImportant: As of November 1, 2020 (targeted date, subject to change), SFDC will no longersupport legacy versions of the Salesforce CPQ managed package that are more than tworeleases behind the then-current generally available version of the managed package. Formore information, see CPQ Legacy Version Retirement.Available in: All SalesforceCPQ EditionsSalesforce CPQ Installation PermissionsBefore installing Salesforce CPQ, enable important permissions in your Salesforce org.Install or Upgrade Salesforce CPQInstall or upgrade Salesforce CPQ from your package installation link.Set Up Salesforce CPQ in Salesforce Professional EditionBecause Salesforce Professional Edition does not have profiles, field-level security, or page layouts, installing Salesforce CPQ in aProfessional Edition instance requires extra steps. If you’re a Salesforce CPQ admin for a Professional Edition instance, make sure thatyour org contains the right fields and page layouts.Salesforce CPQ PermissionsDepending on your settings and your company’s internal processes, it can be necessary to customize permissions for your users.Salesforce CPQ Installation PermissionsBefore installing Salesforce CPQ, enable important permissions in your Salesforce org.EDITIONS1. Enable email deliverability to all users.Available in: All SalesforceCPQ Editions2. Enable Chatter.3. Enable Orders.4. Enable CRM content.If you want to use the Salesforce CPQ Advanced Calculator, authorize it in our installed packages configuration page.Install or Upgrade Salesforce CPQInstall or upgrade Salesforce CPQ from your package installation link.Important: As of November 1, 2020, SFDC no longer supports legacy versions of the SalesforceCPQ managed package more than two releases behind the then-current generally availableversion of the managed package. For more information, see CPQ Legacy Version Retirement.EDITIONSAvailable in: All SalesforceCPQ EditionsNote: Installing into a Sandbox org is unavailable from the AppExchange links.1. From your installation link, click Continue.2. Choose the security level to grant users upon installation, and then click Install (for new installations) or Upgrade.Your security level varies based on the types of permissions you want to grant to your users. For an overview of basic Salesforcepermissions granted with each level, read the Custom Installation section of the Install a Package topic. For more information onprofile permissions required for CPQ features, read Salesforce CPQ Permissions. If you choose Install for Specific Profiles, you mustalso set the Standard User profile to Full Access.4
Manage Your Quotes with CPQSalesforce CPQ Installation3. If you're installing Salesforce CPQ for the first time, a prompt appears asking you to approve access to third-party websites. Selectthe checkbox, and then click Continue.Salesforce sends you an email after your installation is finished.4. After installation, if you installed Salesforce CPQ for the first time, authorize the Salesforce CPQ calculator.a. From Setup, enter Installed Packages, and then click Installed Packages.b. Find Salesforce CPQ and click Configure.c. Click the Pricing and Calculation tab.d. Click Authorize New Calculation Service.5. Assign permission set licenses to your users.If your post-install scripts initially fail, rerun them after installing the CPQ package. Post-install scripts aren’t harmful to your org.As of Winter '21, Salesforce CPQ manages user licensing with Permission Set Licenses instead of Managed Package Licenses. Fields andsettings related to Managed Package Licenses in Salesforce CPQ have been deprecated. On the Installed Packages page, the AllowedLicenses and Expiration Date fields refer to managed packages. As a result of the deprecation, they now show "Unlimited" and "Doesnot Expire" respectively for Salesforce CPQ.SEE ALSO:Assign a Permission Set License to a UserSet Up Salesforce CPQ in Salesforce Professional EditionBecause Salesforce Professional Edition does not have profiles, field-level security, or page layouts,installing Salesforce CPQ in a Professional Edition instance requires extra steps. If you’re a SalesforceCPQ admin for a Professional Edition instance, make sure that your org contains the right fields andpage layouts.EDITIONSAvailable in: All SalesforceCPQ EditionsAPI access must be enabled for Salesforce CPQ Summer ’17 and later to work in a ProfessionalEdition org. API enablement in a Professional Edition org is an added cost. For details, contact yourSalesforce Account Executive.1. Add the fields that you want users to see on the page layouts for your objects. If a field is not on the page layout, it is hidden fromusers everywhere in Salesforce and Salesforce CPQ. This includes reports, list views, and search results.2. Add the following fields to the Quote line object page layout. Product Code Product Name Product Family3. Add the Document ID field to the Quote Document page layout so that users can view generated quote documents.4. If your company uses bundle products, add the following fields to the product option page layout. Product Name Product Code Description Product Configuration Type Price Editable5
Manage Your Quotes with CPQSalesforce CPQ-Supported Languages5. If your company plans to use block pricing, cost-markup pricing, or special features, add the relevant price fields to page layouts sothat your sales reps can use them.Salesforce CPQ PermissionsDepending on your settings and your company’s internal processes, it can be necessary to customize permissions for your users. To strengthen CPQ package security, in Salesforce CPQ Summer '21, we introduced new user access permission sets and a newpackage setting. These permission sets limit access to data controlled by the permission sets to users they’re assigned to. If the EnableMulti-Language Translations setting is enabled, give all CPQ users Read access to the Localization object and fields. Without thisaccess, users can't add products. To modify CPQ objects and fields, users must have a CPQ license. The Salesforce CPQ User permission set doesn't have Read, Create, Edit, or Delete permissions for CPQ objects. Salesforce CPQ can'tenable access to these objects in that permission set owing to backward compatibility requirements with earlier package versions.We recommend that you create and assign a separate permission set with Read and Write access to quote, quote line group, quoteline item, quote template, and quote document objects. After you upgrade to a new CPQ release, users with at least one of the CPQ permission sets receive access to new features relativeto their permission set. The CPQ permission sets are Salesforce CPQ Admin, Salesforce CPQ User, or Salesforce CPQ Community User.However, users without any of those permission sets don’t have access to features in the new release. To give them access, updatetheir permission sets with a feature’s required permissions. You can find permission information in the release notes for a new versionof Salesforce CPQ. To map one field to another, a user must have Edit permission on the initial field.For information on object-specific Read, Create, Edit, and Delete permissions for Salesforce CPQ actions, review these topics. Order Permissions Pricing Permissions Product Configuration Permissions Quote Template PermissionsSEE ALSO:Salesforce CPQ Localization FieldsSalesforce CPQ-Supported LanguagesSalesforce CPQ supports English, Spanish (Mexican), French, German, Japanese, and Brazilian Portuguese. You can change the Salesforcelanguage by editing company settings, but Salesforce CPQ-specific values are translated only for the six CPQ languages.SEE ALSO:Supported LanguagesGuidelines for Setting Up Salesforce CPQOnce you’ve installed your CPQ package, review some common objects and features.EDITIONSAvailable in: All SalesforceCPQ Editions6
Manage Your Quotes with CPQGuidelines for Setting Up Salesforce CPQApproval ProcessYour company may already have an org chart that defines the flow of each stage in your approval process. Make sure that youdiagram this flow so that everyone agrees on how a quote moves from one approval level to another and which quote attributesdrive each decision tree.Company LogoFind a company logo that you want to show in your quote document and add it to a folder in your Documents tab in Salesforce.You can reference these logos by their Document ID in your quote templates.Discount SchedulesYou can create volume discounts based on quantity or terms for your products. When you add those products to your quote,Salesforce CPQ applies a proportional discount to the net total for that quote line. For example, you could apply a 10% discount toone through nine products, and a 15% discount to ten through nineteen products.Multi-Lingual ConsiderationsDetermine the best plan for your non-English speaking users. You can install Salesforce CPQ in a multi-lingual instance, but thecomponents are available only in English.Package SettingsSalesforce CPQ package settings let you apply settings across your entire package. Here’s a list of some commonly used packagesettings that you may want to modify. Allowing partner discounts on quote lines Adjusting the number of decimal places in your unit prices. Adding storage folders for your quote documents Grouping quote line editor search results by shared fields Using solution groups to store commonly quoted sets of products in the quote line editorBasic Page Layout SetupAdd the Quotes related list to your opportunity page layout and the opportunity page layout of any user who will be creating quotes.Add the Primary Quote field to opportunity page layouts. This field automatically looks up to the primary quote for an opportunity.If the primary quote changes, Salesforce CPQ updates this field accordingly.Add the Quote Documents related list to the opportunity page layouts of any user who will send or track quotes.Products and Price ListSalesforce CPQ uses Salesforce price books. If you’re not already using products and price books in Salesforce, we recommendcreating a spreadsheet of your products and their price
May 27, 2021 · Before installing Salesforce CPQ, enable important permissions in your Salesforce org. 1. Enable email deliverability to all users. 2. Enable Chatter. 3. Enable Orders. 4. Enable CRM content. If you want to use the Salesforce CPQ Advanced Calculator, authorize it in our installed packages configuration page. Install or Upgrade Salesforce CPQ .
