Which topic of discussion comes first in a salesforce CPQ Scoping Session?
In a Salesforce CPQ Scoping Session, the first topic of discussion is typically Business Process Mapping. This involves understanding the current business processes and identifying areas where Salesforce CPQ can provide improvements. It's an essential step in the scoping process as it helps to define the project's scope and identify potential challenges early on. The other topics like Quote Document and e-signature, Order Management, and Products and Bundles are also important but they usually come after the business processes have been mapped and understood.
Reference
Get Started with Salesforce CPQ Unit | Salesforce Trailhead
CPQ Scoping Questionaire? : r/salesforce - Reddit
How To: Salesforce CPQ: Build a Bundle
A Company that sells hardware and software has a project Requirement to migrate legacyInstall base into salesforce CPQ along with the contract. Which objects will need to be populated for this effort?
To migrate legacy install base into Salesforce CPQ along with the contract, the Revenue Cloud Consultant needs to populate the Assets and Subscriptions objects. These objects store the information about the products and services that the customer has purchased and are associated with the contract. The Assets object tracks the physical products, such as hardware and software licenses, that have been delivered or activated for the customer. The Subscriptions object tracks the recurring products, such as software subscriptions or maintenance plans, that have a defined billing frequency and term. By populating these objects, the Revenue Cloud Consultant can preserve the history of the customer's purchases and enable the features of Salesforce CPQ, such as renewals, amendments, and co-termination.Reference:
Migrate Legacy Data to Salesforce CPQ
[Assets]
[Subscriptions]
Which threedata migration strategies are appropriate for migrating a customer's in-flightquote from another quoting tool into salesforce CPQ?
Which three documents help a revenue cloud consultant better understand the client's
Revenue Cloud Project requirements before speakingfor the first time in a scopingsession?
These are three documents that can help a revenue cloud consultant gain a better understanding of the client's business model, value proposition, pricing strategy, and approval process before engaging in a scoping session.
1: This article explains how to create a professional proposal for customers using Salesforce CPQ.
3: This article explains how to create and manage approval processes in Salesforce Revenue Cloud.
Which threedata migration strategies are appropriate for migrating a customer's in-flightquote from another quoting tool into salesforce CPQ?
Garry
11 hours agoVanda
30 days agoChana
2 months agoCordie
3 months agoClay
4 months agoLeonor
5 months agoWava
6 months agoHayley
6 months agoPaulene
7 months agoLynelle
7 months agoNickolas
7 months agoWilletta
8 months agoJamal
8 months agoTerrilyn
8 months agoFranklyn
9 months agoJaleesa
9 months agoMarleen
9 months agoVirgie
10 months agoChristiane
10 months agoJules
10 months agoDierdre
10 months agoTyra
11 months agoLenna
11 months agoJeannetta
12 months agoElin
1 years agoBarrett
1 years agoStephen
1 years agoElly
1 years agoCarol
1 years agoRebecka
1 years agoFletcher
1 years agoJutta
1 years ago