#SalesforceSaturday Session by Radhe Shyam as part of New Delhi Salesforce Developer Group. CPQ (Configure Price Quote) helps your channels close bigger deals faster with visibility into the latest product and pricing information, and the ability to quote quickly—from any device. With built-in analytics and intuitive workflows, your reps and partners can discount smarter, run faster than the competition, and be easy to do business with—no matter how complex your business becomes. The World’s #1 CPQ (Configure Price Quote) Solution​. ... CPQ (Configure Price Quote) helps your channels close bigger deals faster with visibility into the latest product and pricing information, and the ability to quote quickly—from any device.

1. New Delhi Salesforce
Developer User Group

2. What is Salesforce Saturday?
Stephanie Herrera
• Salesforce MVP
• Founder of #SalesforceSaturday Austin, Texas
• She was interviewed on the #ButtonClickAdmin
Podcast.
Listen to the Podcast here:
https://admin.salesforce.com/always-learning-
stephanie-herrera
Follow her on Twitter:
@steph_herrera_

3. What is Salesforce Saturday?
• First started by Stephanie Herrera in Austin, Texas.
• Every Saturday we will meet either online or offline to discuss,
learn about Salesforce, prepare for Salesforce Certifications.
• Helping each other learning new stuff.
• Volunteer based program where anyone can share any kind of
expertise, they might have in Salesforce.

4. Who am I?
Radhe Shyam
• An Apttus Professional/Salesforce Developer
• Active on Salesforce Success Community
• Blogging at www.letsapttus.com
• Find me on Twitter @r_shyam_sfdc

5. Apttus CPQ : Getting Started
About Apttus
• Leading Quote-to-Cash (QTC) software provider.
• Apttus’ Quote-to-Cash solutions, including Configure-Price-Quote
(CPQ), Contract Management, E-Commerce, and Revenue
Management.
Ref: https://apttus.com/company/about/

6. Today’s Agenda
1. How It Works
2. How to get Apttus CPQ package
3. Product Model
4. Pricing Model
5. Catalogs
6. Run Complete CPQ Cycle and Quote Generation for
Customers

7. Apttus CPQ: How It Works
Account
Asset Line 1
Asset Line 2
Opportunity
Opportunity Line1
Opportunity Line1
Quote/Proposal
Proposal Line 1
Proposal Line 2
Order
Order Line 1
Order Line 2
Salesforce APTTUS
(Once Order is Activated)
(Once Quote
Is Accepted)

8. Apttus CPQ : Getting Started
Today’s Agenda
1. How It works
2. How to get Apttus CPQ package
3. Product Model
4. Pricing Model
5. Catalogs
6. Run Complete CPQ Cycle and Quote Generation
for Customers

9. Apttus CPQ : Getting Started
How to get and Install Apttus CPQ packages

10. Apttus CPQ : Getting Started
How to get and Install Apttus CPQ packages
From AppExchange

11. Apttus CPQ : Getting Started
How to get and Install Apttus CPQ packages
From
Apttus Community
Portal

12. Apttus CPQ : Getting Started
How to get and Install Apttus CPQ packages->From Apttus Community Portal

13. Apttus CPQ : Getting Started
Today’s Agenda
1. How it works
2. How to get Apttus CPQ package
3. Product Model
4. Pricing Model
5. Catalogs
6. Run Complete CPQ Cycle and Quote Generation
for Customers

14. Product Setup
Product Setup
OptionsOption Groups
Attribute Values
Products
Attribute Groups

15. Product Setup

16. Apttus CPQ : Getting Started
Today’s Agenda
1. How it works
2. How to get Apttus CPQ package
3. Product Model
4. Pricing Model
5. Catalogs
6. Run Complete CPQ Cycle and Quote Generation
for Customers

17. Apttus CPQ
Pricing Setup
Pricing Setup
Price Rule
Price List Item
Price Rule Set
Price List
Price Matrices Price Matrices Entries

18. Quiz Time

19. Apttus CPQ : Getting Started
Today’s Agenda
1. How it works
2. How to get Apttus CPQ package
3. Product Model
4. Pricing Model
5. Catalogs
6. Run Complete CPQ Cycle and Quote Generation
for Customers

20. Define Categories/Catalogs
Vodafone
Prepaid
Recharge
Pack
Chhota
Recharge
Full Talk
TimeInternet
Packs
Post Paid
Red 199
Red 499

21. Apttus CPQ : Getting Started
Today’s Agenda
1. How it works
2. How to get Apttus CPQ package
3. Product Model
4. Pricing Model
5. Catalogs
6. Run Complete CPQ Cycle and Quote Generation
for Customers

22. Some Hands On – Running CPQ Cycle

23. Apttus CPQ : Getting Started
Today’s Agenda
1. How it works
2. How to get Apttus CPQ package
3. Product Model
4. Pricing Model
5. Catalogs
6. Run Complete CPQ Cycle and Quote Generation
for Customers

24. Apttus CPQ - Upcoming Sessions
1. Complex Pricing
2. Numerical Expression
3. Attribute Based Configuration(ABC)
4. Understanding of Cart/Different Pricing fields
5. Understanding Of Apttus Custom Settings
6. Understanding of Callback Classes
7. Constraints Rules
8. X-Author For Template
9. Asset Based Ordering(ABO)
10.Introduction of Apttus CLM

25. Reach out to me!
Radhe Shyam
• An Apttus Professional/Salesforce
Developer
• Active on Salesforce Success Community
• Blogging at www.letsapttus.com
• Find me on Twitter @r_shyam_sfdc

26. Follow New Delhi SFDC DUG
Twitter
@newdelhisfdcdug
Hashtag
#newdelhisfdcdug
Meetup.com
http://www.meetup.com/New-Delhi-Salesforce-Platform-Developer-User-
Group
Success Community
http://sforce.co/1oc0lQA

27. Thanks You