CPQ - Installation, Requirements and Basic Configurations

Table of Contents

Required Salesforce configurations before CPQ installation

Enable email deliverability to all users
- Setup
- Email
- Deliverability
- Access Level – Select All email

Enable CRM Content
- Setup
- Salesforce CRM Content
- Enable Salesforce CRM Content

ATTENTION: Installation via AppExchange into a sandbox is not possible. But you can create a Dev-Org.

Register here
Fill in and send the form
After receiving the activation email, click Verify Account
Set password and security question
Log in
Make sure dev org is linked to trailhead account
- Register Trailhead account
- Click on Profile in the upper right corner
- Hands-On Orgs

Connect Org
- Enter access data for the Dev-Org and log in
- Ready

Click Install
allow access to third party websites during first installation!!!

Continue click
Installation takes some time, you will receive a mail after completion
After first installation (until release winter ’21):
- Setup
- Installed Packages
- Tab „Pricing and Calculation„
- Click Authorize New Calculation Service

Professional Edition has no profiles, field level safety and page layouts
therefore additional steps required
Salesforce CPQ version Winter ’21 and later cannot be installed directly
- Install Salesforce CPQ Summer ’20
- perform update
add all fields to be used in the page layouts
Add the following fields to the page layout in Quote Line
- Product Code
- Product Name
- Product Family
Add Document ID field on Quote Document page layout
when using Bundle Products – add to Product Option page layout
- Product Name
- Product Code
- Description
- Product Configuration Type
- Price Editable
If zone prices, surcharges or special functions are used, add the corresponding fields to the respective page layouts.

Usertype	Description
Administrator	Configure functions and configurations for end users
User	Use functions to provide services to customers and end customers
Partner	Partners implementing CPQ as their own product offering
Customer	Customers and end users, use Salesforce CPQ services

Permission sets cannot be edited
but can be duplicated and adjusted accordingly
in case of updates only the package permission sets are adjusted
Duplicates must be recreated or adjusted accordingly
If possible, the existing permission sets should be used, as these are taken into account during updates.
Data set restrictions for permission sets enforced from Salesforce CPQ Spring ’22 onwards
- Until then per „Perform Enhanched Data Access Checks„.

CPQ – Validation Rules

Validation rules available in package
- Setup
- Object manager
- Select CPQ object
- Validation Rules