In this salesforce tutorial, we will learn how to create a quote in Salesforce CPQ. So far we have created quotes manually for each opportunity. Also, here will learn how to automate the process of configuring, pricing, and quoting in salesforce using CPQ. Also, we will cover these topics.
- What is Salesforce CPQ?
- How to Install Salesforce CPQ
- How to Create a New Quote in Salesforce CPQ
- Create a New Quote Quick Action on Salesforce CPQ Opportunity
- How to Create Predefined Field Values in Salesforce CPQ
- Add the New Quote Action to the Salesforce CPQ Opportunity Layout
- How to Test to Validate Salesforce CPQ Opportunity Layout
Read more – How to Create Quotes in Salesforce
What is Salesforce CPQ?
Salesforce CPQ stands for Configure, Price, and Quote. It is an advanced tool used to fasten the sales process in salesforce by automating the configuration, pricing, and quoting steps.
- Configure – Automatically get the list of products and services best suited for the requirement of the buyer.
- Price – Automatically assigns the most accurate and optimized price and discount on the products and services.
- Quote – automatically creates the quote and emails it to the potential buyer.
In the previous blog on how to create Quotes in Salesforce, we learned how to create quotes in salesforce manually where we were creating the quote, adding the products, creating a PDF, and then emailing the quote to the buyer.
In this blog, we will learn how to automate all these activities using salesforce CPQ. Now let’s see how to access salesforce CPQ.
There are two ways to create a quote in salesforce CPQ:-
| Paid Profesional Tool | https://www.salesforce.com/in/products/sales-cloud/tools/cpq-software/ |
| Free App for Beginners/Intermediate | https://install.steelbrick.com/ |
Based on your requirement you can proceed with the above-mentioned link. In this tutorial, we will use Free App for our Salesforce Developer Edition.
How to Install Salesforce CPQ
If you are using developer edition then most probably you won’t have salesforce CPQ already installed. You can check if CPQ is installed already in step 2 explained below.
Step 1: From the salesforce dashboard, click on the gear icon and select Setup. Type Installed Packages on the Quick Find.
Step 2: In the above image, if you are seeing the marked Salesforce CPQ that means it is already installed in your system so you can skip steps 3 and 4 if you are not seeing that then keep on following the sequence of steps.
Step 3 Clicking on this link to download the CPQ app from the salesforce official. There you can either go with the production or sandbox. We will be demonstrating by installing it on the production.
Step 4: It will ask you to log in again and then you have to choose for users you want to install CPQ. In our case, we have selected Install for Admins Only.
Click on the checkbox to acknowledge the installation and then click on Install or Get. Since we have already installed it that is why it is giving an upgrade option here.
This process may take some time, you will receive an email once the installation is completed.
Step 5: After successful installation of Salesforce CPQ. Follow step 1 and this time click on the configure button for Salesforce CPQ then you will see a page as shown in the below image.
Make changes to the Pricing and Calculation as per the company policies. You can add currency symbols, we have set currency symbols as US dollars ($) for the United States of America, and if your company is in the United Kingdom then you can put Pound (£) and so on.
Click on the Authorize New Calculation button to authorize the changes.
Step 6: Click on the Allow button to grant access to SteelBrick CPQ on:-
- Access the identity URL service
- Manage user data via APIs
- Perform requests at any time
Step 7: From the salesforce dashboard, go to the app launcher and search for Salesforce CPQ. If you can see the Salesforce CPQ there, that means it is successfully installed.
With this, we have learned how to install salesforce CPQ in lightning experience. Next, we will learn how what are quote terms in Salesforce CPQ.
Read How to Access Developer Console in Salesforce
How to Create a New Quote in Salesforce CPQ
After understanding how to install Salesforce CQP it’s time to learn how to create a new quote in Salesforce CPQ. There are four steps involved in the creation of salesforce CPQ: –
- Create a New Quote Quick Action on Opportunity
- Create Predefined Field Values
- Add the New Quote Action to the Opportunity Layout
- Test to Validate
Create a New Quote Quick Action on Salesforce CPQ Opportunity
The first step in the process of creating a new quote in salesforce CPQ is creating a new quote quick action on the opportunity object. Follow the below steps to that:-
Step 1: From the salesforce CPQ dashboard, go to Setup and then Object Manager in salesforce.
Step 2: Search for Opportunity from the Quick Find, and then click on the Buttons, Links, and Actions.
Step 3: From the Buttons, Links, and Action page, click on the New Action button present on the top-right of the web page.
Step 4: On the Enter Action Information page fill in the following information: –
| Action Type | Create a Record |
| Target Object | Quote |
| Standard Label Type | Leave it to None |
| Label | New Quote |
| Name | New_Quote |
| Description | Describe the purpose (optional) |
| Create Feed Item | Checked (optional) |
| Success Message | Success! (optional) |
| Icon | Select the icon from the Recently Viewed Static Resources |
Step 5: From this edit layout screen, drag and drop the objects you want to add to your New Quote, and then click on save to apply the changes.
So in this way, we have learned how to create a new quote quick action on Opportunity in salesforce.
Read How to Create an Opportunity in Salesforce
How to Create Predefined Field Values in Salesforce CPQ
Let’s understand what is predefined field values in salesforce. While filling out a form you must have noticed that a few fields already have some data like Amount = 0.0 so here 0.0 is the predefined value in the Amount field.
This is a useful practice and it saves time & effort for the user. This can be implemented in text fields, check boxes, list boxes, etc. Suppose you have to select your country from a dropdown but it already has the United States selected.
So if you live in the United States skip the country field otherwise if you live in any other country let’s say the United Kingdom then you select that from the dropdown.
In this way, a user can fill in the information quickly and time and effort can be saved for the next entry.
There are a few things that you should know while creating predefined filed values in salesforce: –
- You can hide the predefined fields after assigning the value.
- Avoid hiding the required or mandatory fields.
- Predefined values help user to save time so make sure to fill in those values which are mostly filled by the users.
Wondering how to create predefined field values in salesforce? Follow these steps: –
Step 5: We are continuing from the previous steps from the section – Create a New Quote Quick Action on Opportunity. Click on the New button mentioned in the predefined field values as shown in the below image.
Step 6: On the New Predefined Field Value for New Quote set the following information:
- Field Name: Account
- Formula Value: Opportunity.AccountID
Click on the Save button the apply the changes.
Step 7: Now repeat Step 6 two more times to create predefined values for opportunities & Sales rep.
- Field Name: Opportunity
- Formula: Opportunity.AccountID
- Field Name: Sales Rep
- Formula: $User.Id
Click on the save button to apply changes for each.
In this, we have learned How to Create Predefined Field Values in salesforce, next we are going to continue this process and learn how to add the new quote action to the opportunity layout in salesforce cpq.
Read How to Create Record Type in Salesforce
Add the New Quote Action to the Salesforce CPQ Opportunity Layout
In the previous two sections, whatever we have created won’t be visible on the default opportunity layout so we have to edit the layout and add those objects.
Note: You can either duplicate the opportunity layout to keep the copy of it unaffected by the changes.
Step 8: On the same page click on the Page Layout on the left sidebar and from there click on the Opportunity Layout in salesforce.
Step 9: Select the Mobile & Lightning Actions, and drag and drop the New Quote to the opportunity layout.
Read How to Create a Task in Salesforce
How to Test to Validate Salesforce CPQ Opportunity Layout
So far we have created a new quote in salesforce CPQ and also edited the layout so that changes can be seen on the screen. Now let’s validate if all the changes have been made successfully in the salesforce
Follow these steps to validate and test the changes in salesforce:
Step 1: Navigate to the Opportunity from the salesforce CPQ app in the Lightning Experience.
Step 2: Try creating a new quote in salesforce.
Step 3: Now on this appearing window verify if all the fields are as per the changes made by you in the previous few sections. You will be able to see the following fields:
- Account
- Opportunity
- Sales Rep, etc.
As shown in the below image, the fields are appearing exactly where we placed them in Step 9.
Step 4: If you are satisfied after observing it then click on the save button and proceed with the further process.
In this way, we have learned how to create a new quote in Salesforce CPQ.
Conclusion
Salesforce CPQ is a modern world tool that fastens the sales process by automating the configuration, pricing, and quoting. Less manual activity eliminates the chances of errors. So whether you are running a big or small firm, going for salesforce CPQ will save time and chances of errors.
Also, we have covered these topics:
- What is Salesforce CPQ?
- How to Install Salesforce CPQ
- How to Create a New Quote in Salesforce CPQ
- Create a New Quote Quick Action on Opportunity
- How to Create Predefined Field Values
- Add the New Quote Action to the Opportunity Layout
- How to Test to Validate Salesforce CPQ Opportunity Layout
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.