Required Editions.
- From your installation link, click Continue.
- Choose the security level to grant users upon installation, and then click Install (for new installations) or Upgrade.
- If you're installing Salesforce CPQ for the first time, a prompt appears asking you to approve access to third-party websites. Select the checkbox, ...
- After installation, if you installed Salesforce CPQ for the first time, authorize the Salesforce CPQ calculator.
- From Setup, enter Installed Packages, and then click Installed Packages.
- Find Salesforce CPQ and click Configure.
Full Answer
How do I get Started with Salesforce CPQ?
If you have Salesforce Admin skills, then you already have many of the skills you'll need to deploy and manage Salesforce CPQ. We offer instructor-led classroom training, self-led training you can complete on your own, and instructor-led training onsite at customer locations.
How does translation work in Salesforce CPQ?
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.
How to customize quote line editor in Salesforce CPQ?
Apply Visual Themes to the Quote Line Editor Customize your quote line editor with theming options. Override Default 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.
What is the Salesforce CPQ for lightning communities?
Salesforce CPQ stores the translated values in a localization record. CPQ For Lightning Communities Salesforce CPQ and the Salesforce Partner Community 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.
How do I install a CPQ package in Salesforce?
Install or upgrade Salesforce CPQ from your package installation link....Install or Upgrade Salesforce CPQFrom Setup, enter Installed Packages , and then click Installed Packages.Find Salesforce CPQ and click Configure.Click the Pricing and Calculation tab.Click Authorize New Calculation Service.
What is Salesforce CPQ package?
Salesforce CPQ and Salesforce Billing are managed packages that can be installed into the Salesforce platform using installation links. A similar process is used to upgrade Salesforce CPQ and Salesforce Billing. Resolution.
How do I install advanced approvals package for Salesforce CPQ?
Install or Upgrade Advanced ApprovalsFrom your installation link, click Continue.Choose the security level to grant users upon installation, and then click Install (for new installations) or Upgrade. ... Assign permission set licenses to your users.
How do I enable CPQ in Salesforce?
Configure Salesforce CPQ Package SettingsFrom Setup, enter Installed Packages , and then select Installed Packages.Find the Salesforce CPQ package and click Configure.Navigate between the setting area tabs to change your settings.Click Save when you're done.
Can we install Salesforce CPQ in developer org?
Install Salesforce CPQ Package If you are doing an installation in your Production or Developer org, please select Production otherwise select Sandbox as the Installation Link. Once you select the Installation Link you will be navigated to the Salesforce Login screen.
How do I install a Salesforce billing package?
From Setup, in the Quick Find box, enter Installed Packages , then select Installed Packages. Find your Salesforce Billing package and click Configure....Required EditionsFrom your installation link, click Continue.Choose the security level to grant to users upon installation. ... Click Install.
What are two ways Salesforce CPQ advanced approvals?
Automate and customize your approval process with the Advanced Approvals package for Salesforce CPQ. You can require approvals when records meet certain conditions, automate resubmitted approvals, and control the order that approvers receive requests.
How do I enable advanced approval in Salesforce?
Enable an Object for Advanced ApprovalsCreate a field on the Approval object. ... Create a picklist field on the Quote object. ... Create a date field on the Quote object. ... Create a user lookup field on the Quote object.More items...
How do I set up advanced approval in Salesforce?
Connect the email service to Advanced Approvals.From the Email Service: Approval Services page, go to your new address and copy the value in the Email Address field.From Setup, enter Installed Packages , and then select Installed Packages.Find the Advanced Approvals package and click Configure.More items...
How do I know if I have Salesforce CPQ?
Go to Setup | Installed Packages.Scroll to the Salesforce CPQ Link.Next to the link, there is a link titled "Manage Licenses"Click on that link and you should see what you're looking for.
Do I have Salesforce CPQ?
0:022:18What is CPQ (Configure, Price, Quote)? - YouTubeYouTubeStart of suggested clipEnd of suggested clipHere at Salesforce. It's two questions I get asked most often. What is CB Q. And why would I need itMoreHere at Salesforce. It's two questions I get asked most often. What is CB Q. And why would I need it CP Q stands for configure. Price. And quote it's an extension of your CRM.
Does CPQ come with Salesforce?
Because Salesforce CPQ is integrated with Salesforce CRM, the information sales teams need is available on their mobile devices. The process of delivering quotes becomes a lean, efficient activity.
What changed?
Salesforce CPQ has moved to automatic upgrades for the annual Spring, Summer, and Winter releases which began with Summer '18. The automatic upgrades are applicable to customers on CPQ version 208 and later. Product and Service notification emails were sent to inform users of the change.
What does this mean for you, and why is Salesforce CPQ making this change?
Automatic upgrades has always been a cornerstone of Salesforce.
Can I upgrade to the latest release, now?
Yes, we encourage you to upgrade your Salesforce CPQ package to the latest release in order to take advantage of new functionality and added security features. Review the release-specific considerations linked below for more information.
