Here are the basic steps to setting up SFDC CPQ
- Log into your salesforce instance
- Navigate to Price Books tab
- Deactivate Standard
- Activate Standard Price Book
- Install the Native CPQ package
- Click Install for all users
- Install package and approve third party access
- Once successfully installed, you will receive an email confirming successful install
- Navigate to setup| Installed packages and click configure
- Authorize Steelbrick for access
- Under Steelbrick settings, enable “Authorize new calculations in service”
- Setup the following Package Settings
- Document Folder Tab: Quotes and enable full page preview
- Line Editor Tab: Enable Visualize Product Hierarchy and enable multi-line delete
- Subscriptions and Renewals: Month
- Choose SteelBrick CPQ from the app menu to change to a more convenient layout
Now your Steelbrick CPQ is ready for use.