Professional Documents
Culture Documents
Salesforce CPQ Fast Path Exercise Guide
Salesforce CPQ Fast Path Exercise Guide
CPQ
To complete the exercises in this guide, you need a special Developer Edition org that
contains Salesforce CPQ and our sample data.
Even if you've recently signed up for a special CPQ-enabled Developer Edition org, sign
up for new one now. Also note that the Salesforce CPQ managed package expires after
90 days, so you may need a new org anyway.
PRODUCTIVITYSUITE
12. Enter these quantities, click Calculate to verify subtotal, then click Save
Product Code Quantity
LDWARRANTY 1
LTEHOTSPOT 3
PRODUCTIVITYSUITE 20
EX3: Update Product Fields
Objective: Change how specific products behave when added to a Salesforce CPQ quote, mainly
in regards to subscription pricing calculations.
5. Navigate to the Price Books Related tab for IT Professional Pack, click Add Standard
Price, set List Price to 0
EX4: Hardware Products Custom Action
Objective: Create a button in the Quote Line Editor that when clicked, will only show products
from the Hardware product family in the Product Selection screen, while still being able to filter
by Product Family and Product Name.
Installation Option
Router Option
Router Option
5. Set field values, then Save
Warranty Option
LD Warranty Option
EX8: Create Option Constraint with Grouping
Objective: Prevent the sales rep from selling Cloud Storage unless both the WiFi Router AND
the WiFi Access Point have been selected. This constraint only applies to the ITPROPACK.
Router Option
6. In a new tab, navigate to Summary Variables object to create a new Summary Variable
7. Click New
8. Set field values, then click Save & New
9. Create another Summary Variable, set field values below, then Save
9. Navigate back to the ITPROPACK product, the click New in Configuration Attributes
related list
10. Set the following field values, then Save
11. Navigate to Setup | Object Manager | Quote Line
12. Click New in Fields & Relationships
13. Choose Picklist then click Next
14. Set field values, click Next, Next, then click Save
11. Double-click the Location API name Location__c under the Configurable Attributes
column, then Save
4. Click Clone
9. Enter API name of the Quote Line Quantity field, then Save
12. Return to the original Price Rule, then click New in Price Action
13. Set field values, then Save
14. BONUS STEP: To prevent the Price Rule from firing when there is no Laser Printer on the
Quote, add an additional Price Condition to the Price Rule with the values below
EX16: WiFi Access Point Price Rule
Objective: Create a rule that automatically sets the quantity of WiFi Access Points to ensure
that 1 Wifi Access Point is included for every twelve 15” Laptops , and that fractional quantities
are not used.
3. Set field values with the Price Rule Name Set quantity of WIFIAP based on quantity of LAPTOP,
then Save
14. Under Fields & Relationships, click the Target Field link
15. Click New in Values
16. Enter API name of the new Quote Field, then Save
20. Enter API name of the new Quote Line Field, then Save
23. Return to the original Price Rule, click New in the Price Action related list
24. Set field values, then Save
EX18: Partner Discount Price Rule
Objective: Create a rule to automatically update the Partner Discount quote line field based on
the custom Account field named Partner Level. The discount percent will be either 10, 20, or 30
for bronze, silver, or gold, respectively.
4. Set field values, add Picklist values, then click Next, Next, Save
12. Navigate to Setup | Object Manager | Price Condition | Fields and Relationships
13. Click the link for the field named “Field”
14. Click New in Values
22. Return to the Price Rule, then click New in Price Actions
23. Set field values and formula body as described below, then Save
CASE(SBQQ__Quote__r.Partner_Level__c,"Bronze",10,"Silver",20,"Gold",30,0)
EX19: Create a Lookup Object
Objective: Create a custom object to represent a discount matrix of possible partner discount
and product family combinations, to be used in EX20.
7. Set field values, click Next, Next, then click Save & New
4. Enter API name of the Partner Level Discount Object, then Save
13. Enter name of the Quote Line Product Family field and Quote Partner Level field, then
Save
17. Enter API name of the Product Family and Partner Level from the Partner Level Discount
Object, then Save
18. Return to the Price Rule created earlier in this exercise, click New in Lookup Query
related list
19. Set field values, then Save & New
24. Enter API name of the Partner Discount field from the Partner Level Discount Object,
then Save
6. Follow the steps listed above to remove following snippet of code for Template Cover
Letter content record
<!--
<p style="text-align:right; padding-top:250px;"><img alt="" height="280"
src="https://c.na17.content.force.com/servlet/servlet.ImageServer?id=015o0000001GiKm&oid=00D
o0000000L4Hl" title="Paychex" width="auto" /></p>
-->
<p> </p>
EX21: Create a Quote Template
Objective: Create a basic template used to generate simple customer-facing proposals, in PDF
format.
9. Navigate to any existing quote with line items, then click Preview Document
EX22: Upload a Logo File
Objective: Add a company logo to appear in the upper-left of the first page of the generated
proposal.
4. Copy the last portion of URL to obtain the Salesforce ID of the image
9. Click Preview Document to see the draft watermark on the quote document
EX24: Add Additional Documents
Objective: Allow sales reps to include supplemental PDFs concatenated to the generated
proposal.
5. Copy the last portion of URL to obtain the Salesforce ID of your document
8. Paste portion of URL into Logo Document ID, enter Display Order, then Save
9. Go to a sample Quote and Preview Document, you will see your sample PDF displayed
as an Additional Document
EX25: Assemble Custom Document
Objective: Use provided Template Content to replace the simple structure of the standard
proposal with customizable content. The updated proposal will include a cover page, a page for
a cover letter, the familiar quote line table, updated headers, and an expanded signature block.
4. Click Edit next to the Description column in the Line Columns related list
5. Update field value, then Save
EX27: Conditional Discount Column
Objective: Setup the Discount column to appear only when sales reps have manually entered
Quote Line discretionary discounts, otherwise the column will disappear and the other columns
will grow to cover the gap.
4. Enter API name of the Quote Line Additional Disc. (Amt) field, then Save
4. Enter Show Pricing Columns as the field label, then click Next, Next, Save
8. Enter API name of the Quote Show Pricing Columns field, then Save
4. Enter Subscription Type as the field label, choose Text as the return type, then click Next
5. Set formula body as described below, then click Next, Next, Save
IF(TEXT(SBQQ__SubscriptionPricing__c) <>"", "Subscription", "One-Time")
4. Enter Separate by Subscription Type as the field label, then click Next, Next, Save and
New
7. Set formula body as described below, then click Next, Next, Save
IF(Separate_by_Subscription_Type__c, FALSE, TRUE)
11. Enter API names of the custom Quote fields, then Save
4. Update the term body to include the highlighted text, then Save
EX33: Conditional Quote Term
Objective: Configure a quote term so that it only appears in the generated document when the
Quote field named Status is not equals to ‘Approved’.