Power of Salesforce CPQ

Product
Account

Opportunity

CPQ Quote

Ordered Checkbox

1 Price Rule
2 Price Conditions
3 Price Rules
4 Lookup Queries
5 Summary Variable
6 Approval Rule
7 Approval Conditions
8 Approval Chains
9 Approvals
10 Quote Template
11 Template Sections
12 Template Content
13 Discount Schedules

Salesforce CPQ
SteelBrick CPQ
Aptus CPQ

1 10
11 30

Quote to Bill

Salesforce CPQ Tarining 1 and Half month

Salesforce CPQ Internship 12 weeks
Salesforce Billing 1 Month
Salesforce CPQ Salesforce Billing Copado
Saleforce.com
CPQ Order

CPQ Contract
-Renewal
Contracted Checkbox -Amendment

Subscription

$10
$30
Zuora conector
Salesforce CPQ
-Pricing tools
-Disc Tools Salesforce Billing Zuora Coonector Copado
Salesforce.com
-PB
-WR

Salesforce CPQ Developer Sales Rep End Cust

NASA 10 products $100

Edge Comm 10 products $90

USA
Basic P1 $100 $100
Advance p2 $50

EMEA

P1 10%

1 10 10%
11 20 15%
21 20%

Nortan Antivirus Rahul-Sales Rep Anand- CPQ Developer

Account
-OPp1
-
p1 -opp2
p2
p3
Opp-1 Primary
Q1 FALSE
Q2 FALSE
Q3 TRUE
India AUS
$110 $90

APAC JAPAN

20% 30%

Sagar-End Cuctomer(NASA)
Start Date End Date Quote# Contarct
1/1/2020 12/31/2020 Q-719980 C1
10/7/2020 12/31/2020

Sales Rep

AR-1 1 Pending
AR-2 2 Pending
AR-3 3 Pending

Salesforce CPQ Salesforce Billing

Salesforce.com
Force.com

Steelbrick CPQ

Salesforce Admin
SFDC Developer-Apex
Salesforce CPQ Developer Sales Rep
SFDC Lightning Developer
SFDC Migration /DEV Ops Team
Salesforce Billing

Bundle Product Option Product

po1-F! p1
p02 p2
po3 p3
 p1 $10
p2 $20
p3 $30

$60

p4-POT $6

$66

1 21 50
21 41 90
41 105
$1

41 105
42

1 On Initialization
2 Before Calculate
3 On Calculate
4 After Calculate

EO Calculator Evaluation Event

1 After Calculate
2
3
4

Quote Template

Template Section
-Top Section
-Sub Term Section Template Content
-Product Section -Top Content
-Terms And Co - Sub Term Content
- Bottom Section - Bottom Content Line Columns
 Copado Salesforce CPQ Salesforce Billing
Salesforce
Force.com

EMEA
Quick Heal Basic pkg $100 $90

Quick Heal

Salesforce CPQ Developer Sales Rep End Customer

p1-$100-US

QH Basic 10 1-Jan-20
QH Advance 5 1-Jan-20

1 10 10%
11 20 20%
21 25%

Salesforce CPQ Internship

Bundle-1
PO-1
PO-2
PO-3
PO-4
PO-5
PO-6
PO-7
PO-8

PO-9

Quote Line
12 months QH Basic 1 Annual

12 months QH Basic 12 Monthly

1 Month 10
2 Month 15
3 Month 10
4 Month 5
5 Month 5
6 Month 5
7 Month 5
8 Month 5
9 Month 5
10 Month 5
11 Month 5
12 Month 5

Po 1 10
po2 10

p3 10%

Disc%
1 11 GB 10%
11GB 21 GB 15%
21 GB 31 GB 20%
31 GB 25%$

QL-1 10 Tier-2 DS-1

Ql-2 10 Tier-2 DS-1

QL-1 10 Tier-1 DS-1

Ql-2 10 Tier-1 DS-1

p1-Asset $100 Fixed Price

p2-Sub $50 Fixed Price
p3-Aseet $50 Fixed Price

Total $200

p4-Insu 10% POT $15

Price Boo-$30

Asset
Subscription

Base/Cost Price Sales Rep

car -1 $100 $110
120

Ql-1 10 DS-1 p1
Ql-2 5 DS-2- p2
Ql-3 5 Ds-1 p3
Ql-4 10 DS-2- p4

Infosysy End Customer-Edge Communication

Sales Rep P-1 P-2 10
P-2 P-3 5
P-3 P-4 15
P-4 P-5 20
P-5
P-6
P-7 1000
P-8

Account
opp-2 Primary
Q-1 0
Q-2 1
Q-3 0
opp-1 Blank $0
 opp-3
opp-4

Qty
1-Jan-21 31-Dec-21 10

1-Mar-21 31-Dec-21 5

Namespace
CPQ SBQQ
Billing blng
Zuora ZSB

Security
Profiles
Permission Set
Roles
OWD
Sharing Setting

Object Level Security Account

Field Level Security Primary Contact
Record Level Security Rahul,Rajeev
Salesforce CPQ
-SBQQ__Quote__C Billing Custom
-SBQQ__QuoteLine__C -blng__Invoice__C -Currency__c

Salesforce
-Account
-Contact
-Opportunity

Account
- Primary Contact
-City
_ Group of the fiels-Filed sSet

New Quote p1=5 Qty 10% Tier 1

Amendment Quote p1 = 7 Qty 20% Tier 2

Amendment Quote p1 = 7 Qty 10% Tier 1

Fiannce Team

Copado Zuora Connector Zuora

end customer

Product Feature
F1
 AP-1 AP-2 AP-3
Salesforce Advanced Approval Pkg
Sales Rep 50% Approved Approved Rejected
40% Aprvoed

APAC JAPAN
$95 $80

Renew
31-Dec-20 ? 1-Apr-20 ### 4-Jan-00
31-Dec-20 ?
 10

100
150

Range Slab
Qty=20 15% 9-Jan 10%
Jan-00 15%

Quote
Quote

Group Gr-1
Group Gr-2

0 TRUE
10% 15%
10% 15%
10% 15%
10% 15%

Shipping Country
USA
USA
India
India

100 4 products
90 3 products
80
Contract
10
10
Amendment 15
5
5
5
5
5
5
5

Renewal

Primary Contact

CEO
CFO
Manger
Employee
 Cross Orders
1-Jan-21

1-Mar-21 TRUE

1-Mar-21 FALSE
 Salesforce CPQ
-Price Rule
PR
Code Copado DS
Salesforce
-Apex (Coding)
-Lightninh
Force.com

Salesforce CPQ Developer

1-Jan 31-Dec
15-Mar

Bath Qty Quote Line Qty

P1 2 20

Fixed $10
Fixed $20
Fixed $30
P4- Percent Of Total

Configuration Attribute Attribute Set

GA1-Service__time__c
GA2- Support__c
Quote Order Contract
ABC__c ABC__c ABC__c
Rahul Rahul Rahul

Product option Quote Line

ST= 10 to 2

P1 P2 Remove
P1 P2 Required
P1 -{Price >100 Alert
Validation

P1-Yearly Duration=6
P1-Jan
P-Feb
$10
1

Jan
5GB

Usage Line-5G
DS1

Tier 1 1 11
Tier 2 11 21
Tier 3 21 30

p1- 25 Range
 $30 20%

p1 DS1

p3 DS1

p5 DS1

Before calculate On calculate

PR1 1
PR2 2
PR3

Quote Template

Template Content
Line columns
Quote Terms

Salesforce CPQ Salesforce Billing

Salesforce
Force.com

Primary
Quote-1 FALSE
Opportunity -1
Quote-2 TRUE

Quote-3 FALSE

Quote-2 Ship To
QL-1 USA
QL-2 AUS
QL-3 USA

New 1-Jan-20 31-Dec-20

A-1 1-May-20 31-Dec-20
A-2 1-Jul-20 31-Dec-20
Renewal 1-Jan-21 31-June-2021

Amendment

Honda
4-wheeler
200 products

2-Wheeler
100 Products

Salesforce Advance Approval Salesforce CPQ Salesforce Billing

Salesforce
Force.com

Basic Advance
Product A Product B
Qty=5
Hidden TRUE

US Not availble A
$20
India A NA
$10
AUS A A
$30
 Min Qty Max Qty
1 10
10 20
20

New Booking-01 Jan Qty=5 5%

1-Mar Qty=5 5%

1-Jan-20 31-Dec-20 12 Months

)1-April-2020 31-Dec-20
1-May-20 31-Dec-20
1-Jun-20 31-Dec-20

1-Jan-21

Infosys

Salesforce CPQ Developer Sales Rep Customer

Mohit Doanna Edge Comm

NASA Qty=9
USA-1 3
India-2 3
AUS-1 3

Opp Quote
QL-1
QL-2
Ql-3

XYZ-Android Base B-1

500 Products

Bundle-1 150 Pro

Bundle-2 150 prod
Bundle-3 200 Prod
 Months
P1- 12 $120
Quote 8 $80

100 Products-Software
Bundle-Software
Engineering 20
Feature Mechanical 30
Medical 30
Other 20

B-1
p1- Basic
p-2 Advanced plan
p-3

p1
OC1
p3
p4 OC2
p6 OC3

Product Rule

Name Fax Phone

NASA
Edge
QH
Salesforce Billing Advance Approval

Sales rep End user

QH NASA

5 lic
cancel

10
$10 $10 $10 POT-$4
2 3 4 5

Feb March
10GB 3 GB

Percent Amount Slab

10% 10 10-10%
15% 15 10-15%
20% 20 5-20%
 1

After Calculate Evaludation Order

1 Before calculate
2 After Calculate
3 3 Before calculate

Copado
Order-1 Order-2
QL-1 1-Jan
QL-2 1-Mar
QL-3

12 Months Expired 10 Qty $100

7 Months 2 Qty
Min 10
6 Months

Copado XYZ Zuora

Product C

NA

A
Disc% Qty=15
5%
10%
15%

12 months

Qty
NASA 10
5 Amendment 1
-2 Amendment 2
0 Amendment 3

Renewal 1

Order

USA-1 P Order-1
India-2 P Order-2
AUS-1 P Order-3

B-2 100
B-3 100
B-4
Proration
0
8 invoices with $10 Monthly
Quartert

100 products- Hardware

Bundle-Hardware

No 1
1 available

Account Site
 Doc Name Deficiency Type
DischargeCard_pdf 1.a

HospitalizationBills_pdf-1
HospitalizationBills_pdf-2
HospitalizationBills_pdf-3
HospitalizationBills_pdf-4 2
3

Diagnosis Report_pdf-1
Diagnosis Report_pdf-2
Diagnosis Report_pdf-3
Diagnosis Report_pdf-4 4
5

Twin Fields

Name
API
Data Type

CA
GA

p1
p2
p3
p4

GA-1
Ga-2

OfferCOde

Discount%>50
These are cash paid recepit and please find file "" for govt. charges for COVID patiend. This one I received from Hospital fo

Product/Product OPtion-Quote Line

Bundle
PO-B1
PO-B2

9-8 PM
NS
7-

Attribute Set

Diwali_20

Validation
PO

20%
Product Catlog

Quote to Cash Process

Quote Automation

Order

Pricing

Approvals

Contract
Quote Template
Name
QH Antivirus Bundle
1. QH Basic package
2. QH Annual Package
3. Dynamic Bundle
4. QH Three Years Package

Quote shoud be approved once all pending approval are approved

Add one product from Dynamic bundle and dynamic bundle should be filtered based on Promo Code applied to the quote
Validation - Duration should not be Blank or Less than 1.
Validation - You should get validation on order Creation if quote is not approved

Order should be created once Quote is fully Approved

Change Opportunity stage to Closed Won once Order is created

Create Discount Schedule with below Tiers

Add Cost Based Product on Quote and check for the Pricing
Add Block Based Product on Quote and check for the Pricing
Add List Based Product on Quote and check for the Pricing
Apply 25% additional Discount if User Applied any Offer Code to the Quote

Net Amount is greater than $1000

- Approver should be Finance Team
Leagl Approval for each and every Quote

Activate Order Once Oracle Order Status is set to Closed

Create CPQ contract once Order is Activated
Renew Contract for next year
Amend Contract after 1 month to add new licenses
Amend Contract after 1 month to remove new licenses
Cancel Contract after 1 month
Create New Quote Template : CPQ Mini Project Template
Display Top Section
Display Bottom Section
Display Line Column Table
Display Quote Terms and Conditions
 Quick Heal

Subscription Type Subscription Term Billing Frequency Billing Type Bundle Quantity Editable?
Yes
Renewable 1 Monthly Advance No Yes
Renewable 12 Annualy Advance No Yes
Renewable 12 Annualy Advance Yes Yes
Renewable 12 Annualy Advance No Yes
Configuration Type Configuration Event Pricing Method Subscription pricing

Required Always List Fixed Price

Allowed Add Cost Fixed Price

Block
Master Subscription Number

New Booking
Amendment 1- Added one product on 30th Oct 2020
Amendment 2-Removed product which is added as part of amendment 1 on date 6th Oct 2020

Notes:
6 Row- If we try to remove line which is starting in future then it will copy correct start data. I
mean when you want to remvoe that

Step 1-calculate Month

Step 2- Calculate Day

Step 3: Prorate Multiplier

Step 4: Prorated List Price

A-M0000032982

Start Date End Date Quote# Order

1/1/2020 12/31/2020 Q-719980 12 A-S001
10/30/2020 12/31/2020 23
10/6/2020 12/31/2020 34
A-S002

Q-719990

10/6/2020 12/31/2020

10/6/2020 12/6/2020 2 months

12/6/2020 12/31/2020 25 Days

(2 + (25 / (365 / 12))) / 12 0.2351598174

$12,000 * Prorate Multiplier $2760

Type
Pre-Hospitalization
Hospitalization
Pre-Hospitalization

Deficincy Letter ask

1 HOSPITALIZATION SUMMARY
a Original hospital detailed discharge card or summary.SUBMITTED IS INCOMPLETE

2 Required final hospital bill with detail breakup & cash paid receipt for same

INDOOR CASE PAPERS: Complete xerox set of indoor case papers with
admission/emergency notes, daily doctor notes,OT notes(for surgical cases) nursing chart,
including TPRBP chart and drug chart.
including TPRBP chart and drug chart.

POSITIVE INVESTIGATION: report / investigation / films / plates to establish the

ailment/diagnosis. COVID 19 RT PCR REPORT

5 IRDA CLAIM FORM: IRDA claim form Part 'A' & 'B' filled and signed by the Insured and the
Total Bill Doc Sumbitted ?
Rs.4376 Yes
Rs.148085 Yes
Rs.5246 Yes

Updates from my side

Submitted Now
I have already submitted all bills but for detail breakup -
please find govt. notice and which will help to break up Rs.7500 daily for hospital bill

Submitted Now

Submitted Now

Please find my comment in mail chain

Week-1
Salesforce CPQ Package Installation
Customer Account Setup
Customer Ship to Bill To Setup
Opportunity Creation

week-2
Product Bundle Setup
Product option Setup
Product Feature Setup
Quote Creation based on Custom Business need

week-3
Quote Validations
Pre PO Approvals Design and Implementation
Pricing Management
Dymanic Bundles

Week-4
Product Rules based on your cutom need
Discount Management
POST PO Approvals Design and Implementation

Week-5
Order Creation Automation
Order Splitting
Order Activation Automation
CPQ Contract Creation

Week-6
CPQ Amendment Business
CPQ Renewal Business and Automation
Quote Templates
Salesforce CPQ Intenship Plan
 Admin Zuora
Sagar 3.5 years in zuora No Yes
Nimesh 10 + No Yes
Raj 5+ No
Veena Yes
Senthil
Ram 15+ Yes
Rakesh No
Nagamalli No

Salesforce Admin 3 Hours

CPQ 32 Hours
Advanced Approval PKG 2 Hours
Salesforce Billing 1 hours
Mini Project

Salesforce CPQ Salesforce Builling Marketing Zuora Connector Zquote

Salesforce.com

Table - Account Object-Account

Row 1 NASA
Row 2 Account Record-2
Row 3 Account Record-3
Row 4 Account Record-4

Account -NASA Contact

US Rahul
India Rajeev
 Opportunity

01-Ian-2021 31-Dec-21 12 Month 5 license

1-Apr-21 31-Dec-21 4 license, 9
1-May

Roles
Poin and clikc Apex Lightning CPQ
Salesforce Admin
Salesforce Developer
Salesforce Lightning Developer
Salesforce CPQ Developer
Salesforce Billing Specializ
Salesforce Advance Approval package
SF Billing