Advanced Salesforce Quoting Without CPQ

This presentation, “Advanced Salesforce Quoting Without CPQ” by Svet Voloshin, explores the middle ground between standard Salesforce quoting and the more complex Salesforce CPQ (Configure, Price, Quote) tool.

• It aims to deepen understanding of Salesforce Sales Cloud’s quoting capabilities and limitations, and to position users as trusted Salesforce advisors.
• The presentation covers the reasons for quoting, the Salesforce sales process, standard quotes, Salesforce CPQ features, a comparison between CPQ and standard quotes, and when to use each.
• There’s a focus on the ‘feature gap’ where a project requires more than standard quotes but CPQ may be too complex or costly. This leads to a discussion on ‘Advanced Quoting’, replicating CPQ features with custom code, and a previous AppExchange solution ‘Easy CPQ’ as an example.
• The data model and custom objects/components involved in such a solution are briefly outlined. The presentation touches on product rules, price rules, subscriptions, amendments, renewals, and contracted prices in the CPQ context, and how some of these might be handled in a custom solution.
• It concludes by acknowledging the limitations of standard Salesforce quote templates compared to CPQ, and the lack of quote template configuration in the ‘Easy CPQ’ example.
• Overall, the presentation provides insights for those considering a more advanced quoting solution within Salesforce without the full CPQ implementation.