Best Practices for Salesforce CPQ Implementation

  • Purchase CPQ login and get it integrated into your developer login.
  • You can also download the appropriate package and integrate with user login.
  • Configure “CPQ Page Layout” To Profile for Accessing –System Administrator will provide access to other profiles. To configure Account Object for Page Layout, you need to perform the following steps.
  • Login Salesforce → Go to “Setup” → Find “Profiles” → Select the “System Administrator” Profile → Edit → Page Layouts → Account → Click on View Assignment → Edit Assignment → Select “CPQ Account Layout” → Save.
  • Configure Product Object for Page Layout –Login → Go to “Setup” → Find “Profiles” → Select “System Administrator” Profile → Edit → Page Layouts → Product → Click on View Assignment → Edit Assignment → Select “CPQ Product Layout” → Save.
  • Login → Go to “Setup” → Find “Profiles” → Select “System Administrator” → Edit → Page Layouts → Contract → Click on View Assignment → Edit Assignment → Select “CPQ Contract Layout” → Save.
  • Login to Salesforce → Go to “Setup” → Search “Installed Packages” → Click on “Manage Licenses” → Click on “Add Users” → Select the required Users from “Available Users” Section → Add.

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store