Introduction Many folks have asked, “How do we even start our CPQ project?”. This is a great question. It can be daunting to think about all of the things you’re going to need in your system. Here is a guide to help you kick off and run your CPQ implementation project. Also this: I like …
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Legacy Data Import Process
Once you have your CPQ implementation all set, you will have to figure out a process to import legacy data. This could be importing data from another system into SFDC or importing data from another SFDC object (such as the old Quote object) into the CPQ setup. First, let’s look at a simple general flow …
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