What is CPQ?
'The CPQ in Salesforce CPQ is short for Configure, Price and Quote.
It is a business application that you can add to your customer relationship
management
software to simplify, speed up and better organise the business sales process.
You can use it to generate new product details, sell appropriate product
combinations,
decide on product quantities, target specific customers, determine selling rates,
regulate discounts, check stocks, automate approvals and record sales. You can
view and manage different
sales data and coordinate the inter-functionality of different organisational
departments to make essential business decisions for increasing overall
sales.....................
CONFIGURE--WHICH PRODUCTS CUSTOMER WANTS TO BUY AND IT DETAILS...
PRICE--------COST OF PRODUCT
QUOTE----WE CAN CREATE QUOTE TEMPLETE BASED UPON REQUIREMENT.....
CPQ---->IT IS A PRODUCT OF STEEL BRICK
QUOTE QUICKLY--->1ST NAME
STEELBRICK ------>2ND NAME
SALESFORCE CPQ--3RD NAME
TO INSTALL THE PACAKAGE-----> URL---->https://install.steelbrick.com/
objects--> Set pagelayoutes to the objects-->
Account-->Setup-->pagelayout-->pagelayout Assignment-->edit-->systemAdmin-->replace
with Cpq layout
Product-->Setup-->pagelayout-->pagelayout Assignment-->edit-->systemAdmin-->replace
with Cpq layout
Opportunity-->Setup-->pagelayout-->pagelayout Assignment-->edit-->systemAdmin--
>replace with Cpq layout
contract-->Setup-->pagelayout-->pagelayout Assignment-->edit-->systemAdmin--
>replace with Cpq layout
HOW WE CAN IDENTIY CPQ FIELDS?
BY SEEING PREFIX--SBQQ-->STEEL BRICK QUOTE QUICKLY---.....
WHAT IS THE RELATIONSHIP BETWEEN PRODUCT AND PRICE BOOK?
MANY TO MANY RELATIONSHIP..
LIKE-- ONE PRODUCT CAN HAVE MULTIPLE PRICEBOOKK
ONE PRICEBOOK CAN HAVE A MULTIPLE PRODUCTS---TO LINK THIS WE HAVE TO USE JUNCTION
OBJECT THAT IS pRICE BOOK ENTRY..
-------------------------------------------------------
create standard price
india price book
usa price book---
-----
we have to create products--
Stand alone products-->Related--pricebook -->standard price-->add standard price
and india pb.
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interview questions............
what is api name of product and pricebook?
product2 and pricebook2.
what is Stand alone Products?
Ans-->it is nothing if u want to sell individual product..then it is standalone
product..
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what is bundle Products?
: If you want sell products group of together that is nothing but a bundle product
if you want to create bundle product first we have to create all standalone
products With Standard Price and Add Pricebook .
after creating all standalone products We have to the main product.
Under the main product we have to create features first.
after that we have to go the Product Option .To link all child products to
the Main product.
(or)
if you want sell group of products together that is nothing but a bundle product.
eg:Hp systems--->mouse,keyboard,cpu,adaptors,monitor,speakers,
hp printers-->A4 size papers,Toners
process-->first we have to create stand alone products-->then-->we have to choose
main product/Parent product--> we have to go in related options-->there we have to
give options-->and we have to add all stand alone products-->we have to create
feauters--> in feauter object after creating feauter-->depend upon required
features we have to add products..
what is feauters?
ans-->in Bundle level we can create feauters.feature is nothing but similar items
in one group(group of similar options)
what is Subscritptions product?
ans:it is nothing but service based product..
eg-->Amazon,Neflix,AHA
how we can identify the bundle product?
sol : in the Product level we have two fields .
1.Configuration type
2.Configuration Event
if Configuration type = Allowed (Required)
Configuration Event = Always (Always)
first it will show Bundle Configuration page.
after that it will show QuoteLine Editor.
after that it will show Reconfigure from QLE.
If you want Reconfigure That Products You can Reconfigure Otherwise You
Ignore.
