You are here:
Getting Started with Salesforce CPQ
Review important CPQ concepts and learn how to set up Salesforce CPQ. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
Important
The Salesforce CPQ managed package continues to be available for existing customers, however, there is no longer any new feature development. We will continue to provide support and services for the duration of your contract. You can also add more user licenses to your Salesforce org during your current subscription term and renew existing subscriptions.
For a more comprehensive and robust CPQ solution, we recommend exploring Revenue Cloud.
- Salesforce CPQ Installation
Manage the setup and installation of Salesforce CPQ. (Salesforce CPQ Managed Package) - Get Started with Salesforce CPQ Permissions
Salesforce CPQ ships with package-specific permission sets that you can assign to users based on their roles. (Salesforce CPQ Managed Package) - Salesforce CPQ-Supported Languages
Salesforce CPQ supports English, Spanish (Mexican), French, German, Japanese, and Brazilian Portuguese. You can change the Salesforce language by editing company settings, but Salesforce CPQ-specific values are translated only for the six CPQ languages. (Salesforce CPQ Managed Package) - View Salesforce CPQ Validations
Salesforce CPQ ships with package-specific validation rules on CPQ objects. Review validation rules to understand how CPQ objects interact with other objects and features within the package. (Salesforce CPQ Managed Package) - Guidelines for Setting Up Salesforce CPQ
Once you’ve installed your CPQ package, review some common objects and features. (Salesforce CPQ Managed Package) - Mapping of Custom Salesforce CPQ Fields Between Objects
Certain 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.” (Salesforce CPQ Managed Package) - Guidelines for Using Salesforce CPQ in Multicurrency Orgs
Review important guidelines for working with Salesforce CPQ with multicurrency enabled. (Salesforce CPQ Managed Package) - OmniStudio and OmniStudio Document Generation with Salesforce CPQ+
With OmniStudio Document Generation, create complex documents such as quotes quickly, accurately, and consistently. With OmniStudio FlexCards, DataRaptor, and other OmniStudio features, create guided interactions and other rich user experiences without code. (Salesforce CPQ Managed Package) - Salesforce CPQ Favorites
The CPQ favorites object lets sales reps save and share their favorite products, configured bundles, or quote line groups for use on future quotes. Salesforce CPQ admins can also manage favorites by creating, sharing, editing, and deleting the favorite records. (Salesforce CPQ Managed Package) - Importing Quote Lines from CSV Files
Sales reps can upload line items to the Salesforce CPQ line editor by importing a CSV file. Salesforce CPQ uses the import format object to define a template for converting data from the CSV file. (Salesforce CPQ Managed Package) - Legacy Data Upload for Salesforce CPQ
Transform legacy data into CPQ objects to support renewals and amendments in a new or existing Salesforce CPQ implementation. Export your data and create a data import spreadsheet. In addition to legacy data migration, users often manually create on-demand records in the system. Migrated records with incorrect or missing CPQ data causes errors when renewing and amending contracts. You don’t realize there’s a problem until you begin to amend or renew a contract, so get that data imported correctly. Use the following guidelines for each object type to ensure that your data shape is accurate and formatted correctly, so the Salesforce Data Loader processes your imports successfully. (Salesforce CPQ Managed Package) - Contracts Object Fields for Legacy Data Upload
Create your Salesforce CPQ legacy data import file by defining and populating the fields required for the contracts object. (Salesforce CPQ Managed Package) - Subscriptions Object Fields for Legacy Data Upload
Create your Salesforce CPQ legacy data import file by defining and populating the fields required for the subscriptions object. (Salesforce CPQ Managed Package) - Assets Object Fields for Legacy Data Upload
Create your Salesforce CPQ legacy data import file by defining and populating the fields required for the assets object. (Salesforce CPQ Managed Package) - Override Default Salesforce CPQ Custom Labels
Salesforce CPQ stores most of its labels and messages as custom label records. Override a custom label’s default text with new text of your choosing. (Salesforce CPQ Managed Package) - Adding a Parameter to Lookup Field Searches
You can add an extra search parameter to lookup field searches in Salesforce CPQ Visualforce pages. The extra parameter helps you find the value you’re looking for if you’re having trouble remembering its name. (Salesforce CPQ Managed Package) - Translating Salesforce CPQ Records
You can specify which parts of key CPQ objects are translated. When you translate a record, you define the text fields’ translated values only for that record. That way you can have different translations for unique records across the same object. Salesforce CPQ stores the translated values in a localization record. (Salesforce CPQ Managed Package) - Salesforce CPQ for Experience Builder Sites
Salesforce CPQ and Salesforce partners provide an online selling platform that connects your resellers and distributors to your own sales processes and resources. This way, your channel partners can service their buyers directly. The CPQ for Self-Service platform lets CPQ clients to extend complete CPQ functionality to a customer site, allowing their own customers to self-service when they need to work on contracts or quotes. (Salesforce CPQ Managed Package) - Salesforce CPQ Object Relationships
Review field lookup and master-detail relationships for CPQ objects. (Salesforce CPQ Managed Package) - Salesforce CPQ Object and Term Glossary
When you’re working with Salesforce CPQ, review important terms and definitions. (Salesforce CPQ Managed Package) - Salesforce CPQ Account Fields
Salesforce CPQ provides various custom managed fields for the account object. (Salesforce CPQ Managed Package) - Salesforce CPQ Page Layouts
Keep your CPQ records accurate and organized with these recommended page layouts. (Salesforce CPQ Managed Package) - Salesforce CPQ Package Settings
Salesforce CPQ package settings control the properties of feature areas within Salesforce CPQ. (Salesforce CPQ Managed Package) - Protect Your Data with Salesforce Shield
Salesforce Shield is a set of security tools that helps you comply with regulations on storing sensitive information. With Shield Platform Encryption and Event Monitoring, you can monitor usage, prevent malicious activity, and protect data at rest while allowing full functionality. (Salesforce CPQ Managed Package) - Salesforce CPQ: What’s Different or Not Available in the Salesforce Mobile App
Not every Salesforce CPQ feature is in the Salesforce mobile app. Learn about the differences between desktop and mobile experiences in Salesforce CPQ. Additionally, the Salesforce mobile app uses your Salesforce CPQ edition and your user profile and permission sets to determine the features you can access. (Salesforce CPQ Managed Package)
Did this article solve your issue?
Let us know so we can improve!
