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Understand CPQ Data Model

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Core objects used in CPQ   Quote: The main proposal sent to the customer, linked to a sales deal (Opportunity). It holds all items, prices, and customer details. Quote Line: Each row in the quote, like “5 Laptops at 50,000 each”. Every product, quantity, and price is one quote line. Product: What you sell. It can be a simple item (one laptop) or part of a bundle (Laptop + Mouse + Warranty). Price Book: A price list, like “Standard Prices” or “Partner Prices”. Price Book Entry: Connects one product to one price list with its list price (e.g., Laptop in Standard Price Book at 50,000). Product Options: The individual choices inside a bundle, like adding a mouse or extra warranty to a laptop. Product Features: Groups of related options, like “Accessories” or “Support Plans”, to keep options organized. Configuration Attributes: Extra questions asked during setup, such as color, size, or memory, to fine-tune the product. Quote Line Group: A way to group lines on a quote, like “Hardwar...
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Why you might need Salesforce CPQ

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What CPQ Does? CPQ software makes creating customer quotes fast and error-free, replacing old pencil-and-paper methods. Upfront CPQ setup takes effort, but pays off with button-click quotes generation like pricing 10 custom chairs perfectly in seconds. Benifits of having CPQ CPQ software boosts sales by automating quotes, cutting errors, and speeding up deals. Fast, accurate quotes: Guides reps through configs, options, and discounts in minutes, with auto-approvals to skip long waits. Error reduction: Handles complex math, currencies, subscriptions, and custom pricing rules flawlessly. Consistency: Locks in pricing and discounts to avoid mistakes in deals. Revenue growth: Speed up the sales cycle, enables analytics for trends, and replicates deals easily for repeat customers. CPQ software benefits all sales players by simplifying workflows and boosting outcomes. Customer Gains Clear visuals and instant pricing help buyers grasp orders and stick to budgets easily. Company Advantages Cut...
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Salesforce CPQ or Revenue Cloud Basics

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Salesforce is like a super organizer for businesses to track customers and sales. It keeps all info, contacts, deals, emails in one spot so teams collaborate easily. Salesforce CPQ (also known as Revenue Cloud) simplifies quoting for sales teams handling complex products. It breaks down into three steps: Configure products, Price them accurately, and Quote professionally. Sales reps spend only 27% of time selling; most is wasted on quotes and approvals. Salesforce CPQ helps sales teams handle tricky products without mistakes. Configure Pick products and add features customers want, like bundles or extras. Rules guide you to smart choices, like suggesting add-ons. Price The system auto-calculates costs with discounts, deals, or currency changes. No math errors or forgetting rules. Quote Create a sharp, branded document ready to email. Everything’s accurate, speeding up sales and happy customers. Salesforce CPQ shines for businesses with lots of products or tricky prices, like custom l...
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Salesforce Service Cloud Overview

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Salesforce Service Cloud Overview NOTE: Generally Service agents works on Service Console. Service Cloud focuses on customer support and case management. Salesforce Service Cloud is a customer service and support platform built on the Salesforce Customer Success Platform.   Service Cloud enables service teams to manage cases, knowledge, and incidents collaboratively from a single AI-powered workspace. It supports omnichannel customer interactions across email, phone, chat, social media, and self-service portals. Key features include case management, knowledge management, service process automation, omnichannel routing, telephony integration, AI-powered recommendations, and service analytics.  Objects used in Service Cloud Case: The key object for managing customer support issues or requests. It stores information about customer inquiries, complaints, or incidents. Account: Represents companies or organizations that customers belong to. Acts as a parent record for Contacts an...
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