Salesforce CPQ Implementation Handbook

Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

Madhu Ramanujan

BIRMINGHAM—MUMBAI

Salesforce CPQ Implementation Handbook

Copyright © 2022 Packt Publishing

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Group Product Manager: Alok Dhuri

Publishing Product Manager: Shweta Bairoliya

Senior Editor: Nisha Cleetus

Content Development Editor: Rosal Colaco

Technical Editor: Maran Fernandes

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Indexer: Subalakshmi Govindhan

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First published: March 2022

Production reference: 2110822

Published by Packt Publishing Ltd.

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B3 2PB, UK.

ISBN 978-1-80107-742-2

www.packt.com

To my parents and siblings, who taught me the value of education. To my husband and daughters, for their support and inspiration throughout my writing journey.

Contributors

About the author

Madhu Ramanujan has been extensively using the Salesforce platform for almost a decade now. She finds that her substantial experience and work on multiple implementations has helped her easily transition between various roles in renowned corporations. She is a certified Salesforce Application Architect and System Architect and is an aspiring CTA with 14x certifications. She enjoys giving back to the community through volunteering as a RAD Women coach. She is passionate about designing secure, scalable, reliable, and high-performing solutions using cutting-edge technologies and helping customers in their transformational journeys.

I want to thank the following people from the Packt team, who helped make this book that you are holding in your hands a reality: Alok Dhuri, for having faith in my ability to write this book, as well as Storm Mann, Vaishali Ramkumar, Prajakta Naik, Aaron Lazar, Shweta Bairoliya, Nisha Cleetus, Rosal Colaco, Maran Fernandes, and Deepak Kumar. A big thanks to the reviewers, Brad Gross and Mitch Colyer, for their invaluable suggestions and helpful feedback. I would also like to thank all of my friends and colleagues who helped me in this wonderful process. A virtual high-five and a lot of gratitude from me to all of you!

About the reviewers

Brad Gross has been working in IT since the 20th century. In 2000, he developed one of the first Salesforce organizations and then turned his attention to helping others learn Salesforce. His work in the community led to his induction into the first class of Salesforce MVPs and the first-class Salesforce MVP Hall of Fame. For the past decade, he has been a leading industry consultant, working for several firms and even founding his own firm, Information Logistics. Currently working as the principal strategist for revenue cloud at Traction on Demand, his focus is on Sales Cloud and revenue operations.

When he is not developing the next generation of Salesforce leaders, he spends his time biking, skiing, and cooking for his family.

Mitch Colyer is a principal quote-to-cash consultant, specializing in Salesforce CPQ, Salesforce Billing, and other non-Salesforce product implementations. His experience inside and outside of the Salesforce platform lends him a unique perspective on how to best bring a Salesforce CPQ solution to light. Throughout his time working on the Salesforce platform, Mitch has led partner enablement training both domestically and internationally, been a Dreamforce speaker, and assisted in Salesforce CPQ and Billing rollouts in the United States and Europe. He lives with his wife, Brooke, in Montana, where he enjoys being outdoors, fishing, and trail running in his free time.