Follow Us: Facebook Twitter Google Plus Linkedin Youtube
Home > > Blog > > Creating an Account and an Opportunity in Salesforce CPQ/ Steelbrick

Creating an Account and an Opportunity in Salesforce CPQ/ Steelbrick

Here are the basic steps to setting up an account and an opportunity in SFDC CPQ

    1. Log into your salesforce instance
    2. Navigate to the Account tab
        1. Click New

    3. Enter Values

    1. Then click Save
    2. Click New Contact

    1. Enter the following values

    1. Create New Opportunity

    1. Set the following field values and click save

    1. Navigate to Opportunities and click new

    1. Click on New Quote

    1. Set the following field values and save

    1. Click on the pop-up to save the price book

    1. Click Add products and add any products you have already defined.

    1. If you do not have products, you can enter the following details for products

    1. Create a quote by adding the following quantities

    1. Save and review the quote lines related list

    1. Navigate to the opportunity and review the quote and products related list

  1. Create your first quote with the same quantities and prices as mentioned in step 15 and confirm if your grand total matches $ 3,617.50

Related Post

  • No related posts found
© 2017. Versa Shore Inc., All Rights Reserved.