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CPQ Mini Project Plan and Road Map
CPQ Mini Project Plan and Road Map
Product
Account
Opportunity
CPQ Quote
Salesforce CPQ
SteelBrick CPQ
Aptus CPQ
1 10 $10
11 30 $30
Quote to Bill
Subscription
Salesforce CPQ
-Pricing tools Salesforce.com
-Disc Tools Salesforce
-PB Billing Zuora Coonector Copado
-WR
USA
Basic P1 $100 $100
Advance p2 $50
EMEA
P1 10%
1 10 10%
11 20 15%
21 20%
Account
-OPp1
Nortan Antivirus Rahul-Sales
- Rep Anand- CPQ Developer
p1 -opp2
p2
p3
Opp-1 Primary
Q1 0
Q2 0
Q3 1
India AUS
$110 $90
APAC JAPAN
20% 30%
Sagar-End Cuctomer(NASA)
Start Date End Date Quote# Contarct
1/1/2020 12/31/2020 Q-719980 C1
10/7/2020 12/31/2020
Sales Rep
AR-1 1 Pending
AR-2 2 Pending
AR-3 3 Pending
Steelbrick CPQ
Salesforce Admin
SFDC Developer-Apex
Salesforce CPQ Developer Sales Rep
SFDC Lightning Developer
SFDC Migration /DEV Ops Team
Salesforce Billing
$60
p4-POT $6
$66
1 21 50
21 41 90
41 105
$1
41 105
42
1 On Initialization
2 Before Calculate
3 On Calculate
4 After Calculate
EMEA
Quick Heal Basic pkg $100 $90
Quick Heal
p1-$100-US
QH Basic 10 1-Jan-20
QH Advance 5 1-Jan-20
1 10 10%
11 20 20%
21 25%
Bundle-1
PO-1
PO-2
PO-3
PO-4
PO-5
PO-6
PO-7
PO-8
PO-9
Quote Line
12 months QH Basic 1 Annual
1 Month 10
2 Month 15
3 Month 10
4 Month 5
5 Month 5
6 Month 5
7 Month 5
8 Month 5
9 Month 5
10 Month 5
11 Month 5
12 Month 5
Po 1 10
po2 10
p3 10%
Disc%
1 11 GB 10%
11GB 21 GB 15%
21 GB 31 GB 20%
31 GB 25%$
Total $200
Asset
Subscription
Ql-1 10 DS-1 p1
Ql-2 5 DS-2- p2
Ql-3 5 Ds-1 p3
Ql-4 10 DS-2- p4
Account
opp-2 Primary
Q-1 0
Q-2 1
Q-3 0
opp-1 Blank $0
opp-3
opp-4
Qty
1-Jan-21 31-Dec-21 10
1-Mar-21 31-Dec-21 5
Namespace
CPQ SBQQ
Billing blng
Zuora ZSB
Security
Profiles
Permission Set
Roles
OWD
Sharing Setting
Account
- Primary Contact
-City
_ Group of the fiels-Filed sSet
New Quote p1=5 Qty 10% Tier 1
end customer
Product Feature
F1
AP-1 AP-2 AP-3
Salesforce Advanced Approval Pkg
Sales Rep 50% Approved Approved Rejected
40% Aprvoed
APAC JAPAN
$95 $80
Renew
31-Dec-20 ? 1-Apr-20 20-Dec-99 4-Jan-00
31-Dec-20 ?
10
100
150
Range Slab
Qty=20 15% 9-Jan 10%
Jan-00 15%
Quote
Quote
Group Gr-1
Group Gr-2
0 1
10% 15%
10% 15%
10% 15%
10% 15%
Shipping Country
USA
USA
India
India
100 4 products
90 3 products
80
Contract
10
10
Amendment 15
5
5
5
5
5
5
5
Renewal
Primary Contact
CEO
CFO
Manger
Employee
Cross Orders
1-Jan-21
1-Mar-21 1
1-Mar-21 0
Salesforce CPQ
-Price Rule
Salesforce PR
Code Copado
-Apex (Coding) DS Salesforce Billing
-Lightninh
Force.com
Fixed $10
Fixed $20
Fixed $30
P4- Percent Of Total
P1 P2 Remove
P1 P2 Required
P1 -{Price >100 Alert
Validation
P1-Yearly Duration=6
P1-Jan
P-Feb
$10 $10
1 2
Jan Feb
5GB 10GB
Usage Line-5G
DS1
Percent
Tier 1 1 11 10%
Tier 2 11 21 15%
Tier 3 21 30 20%
p1- 25 Range
$30 20%
p1 DS1
p3 DS1
p5 DS1
Quote Template
Template Content
Line columns
Quote Terms
Primary
Quote-1 0
Opportunity -1
Quote-2 1
Quote-3 0
Quote-2 Ship To Order-1
QL-1 USA
QL-2 AUS QL-2
QL-3 USA
Amendment
Honda
4-wheeler
200 products
2-Wheeler
100 Products
Basic Advance
Product A Product B Product C
Qty=5
Hidden 1
US Not availble A A
$20
India A NA NA
$10
AUS A A A
$30
1-Jan-21
Infosys
NASA Qty=9
USA-1 3
India-2 3
AUS-1 3
Opp Quote
QL-1 USA-1
QL-2 India-2
Ql-3 AUS-1
Months Proration
P1- 12 $120 0
Quote 8 $80 8 invoices with $10
100 Products-Software 100 products- Hardware
Bundle-Software Bundle-Hardware
Engineering 20
Feature Mechanical 30
Medical 30
Other 20
B-1
p1- Basic No
p-2 Advanced plan 1
p-3
p1
OC1
p3
p4 OC2
p6 OC3
Product Rule
End user
NASA
$10 $10 POT-$4
3 4 5
March
3 GB
Amount Slab
10 10-10%
15 10-15%
20 5-20%
1
Evaludation Order
1 Before calculate
2 After Calculate
3 Before calculate
Order-2
QL-1 1-Jan
1-Mar
QL-3
XYZ Zuora
Qty=15
Qty
10
5 Amendment 1
-2 Amendment 2
0 Amendment 3
Renewal 1
Order
P Order-1
P Order-2
P Order-3
100
100
Monthly
Quartert
1
available
HospitalizationBills_pdf-1
Doc Name Deficiency Type
HospitalizationBills_pdf-2
DischargeCard_pdf
HospitalizationBills_pdf-3 1.a
Diagnosis Report_pdf-1
HospitalizationBills_pdf-4 2
Diagnosis Report_pdf-2
Diagnosis Report_pdf-3 3
Diagnosis Report_pdf-4 4
5
Twin Fields
Name
API
Data Type
CA
GA
p1
p2
p3
p4
GA-1
Ga-2
OfferCOde
Discount%>50
These are cash paid recepit and please find file "" for govt. charges for COVID patiend. This one I received from Hospital fo
Bundle
PO-B1
PO-B2
9-8 PM
NS
7-
Attribute Set
Diwali_20
Validation
arge Rs.7500
PO
20%
Product Catlog
Quote Automation
Order
Pricing
Approvals
Contract
Quote Template
Name
QH Antivirus Bundle
1. QH Basic package
2. QH Annual Package
3. Dynamic Bundle
4. QH Three Years Package
Add Cost Based Product on Quote and check for the Pricing
Add Block Based Product on Quote and check for the Pricing
Add List Based Product on Quote and check for the Pricing
Apply 25% additional Discount if User Applied any Offer Code to the Quote
Subscription Type Subscription TermBilling Frequency Billing Type Bundle Quantity Editable?
Yes
Renewable 1 Monthly Advance No Yes
Renewable 12 Annualy Advance No Yes
Renewable 12 Annualy Advance Yes Yes
Renewable 12 Annualy Advance No Yes
to the quote
Configuration Type Configuration Event Pricing Method Subscription pricing
Block
Master Subscription Number
New Booking
Amendment 1- Added one product on 30th Oct 2020
Amendment 2-Removed product which is added as part of amendment 1 on date 6th Oct 202
Notes:
6 Row- If we try to remove line which is starting in future then it will copy correct start data. I
mean when you want to remvoe that
Q-719990
10/6/2020 12/31/2020
1 HOSPITALIZATION SUMMARY
a Original hospital detailed discharge card or summary.SUBMITTED IS INCOMPLETE
2 Required final hospital bill with detail breakup & cash paid receipt for same
5 IRDA CLAIM FORM: IRDA claim form Part 'A' & 'B' filled and signed by the Insured and the
Total Bill Doc Sumbitted ?
Rs.4376 Yes
Rs.148085 Yes
Rs.5246 Yes
Submitted Now
Submitted Now
week-2
Product Bundle Setup
Product option Setup
Product Feature Setup
Quote Creation based on Custom Business need
week-3
Quote Validations
Pre PO Approvals Design and Implementation
Pricing Management
Dymanic Bundles
Week-4
Product Rules based on your cutom need
Discount Management
POST PO Approvals Design and Implementation
Week-5
Order Creation Automation
Order Splitting
Order Activation Automation
CPQ Contract Creation
Week-6
CPQ Amendment Business
CPQ Renewal Business and Automation
Quote Templates
Salesforce CPQ Intenship Plan
Admin Zuora
Sagar 3.5 years in zuora No Yes
Nimesh 10 + No Yes
Raj 5+ No
Veena Yes
Senthil
Ram 15+ Yes
Rakesh No
Nagamalli No
Roles
Poin and clikc Apex Lightning CPQ
Salesforce Admin
Salesforce Developer
Salesforce Lightning Developer
Salesforce CPQ Developer
Salesforce Billing Specializ
Salesforce Advance Approval package
SF Billing