This document discusses tips and best practices for Salesforce CPQ implementations. It introduces the speakers and their experience with CPQ. Key considerations after going live with CPQ include user adoption, feedback, ownership and addressing missed requirements or incorrect calculations. Debugging CPQ issues can be challenging due to the complex rules engines, metadata-driven behavior, large number of artifacts and finding root causes. Adopting a solution like Panaya ForeSight can help simplify making changes to CPQ and reduce time spent fixing issues.

1. SIMPLIFYING THE
COMPLEXITY OF
SALESFORCE CPQ
Tips & Best
Practices

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Submit your
questions in
the Q&A Box
This session
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3. AGENDA
Meet the speakers
—
CPQ Post-go-live consideration and
challenges
—
Optimal planning of new CPQ
implementation
—
Debugging CPQ issues
—

4. MEET THE SPEAKERS
VP, Customer Solutions
Email | LinkedIn
GILLES MUYS
Gilles Muys, VP, Customer Solutions at
Simplus has more than 23 years of experience
in the Quote-to-Cash (QTC) space and has
implemented or significantly influenced more than
1,000 QTC projects across all industries. His
broad experience in CPQ (Configure-Price-
Quote) spans finance, manufacturing, information
technology, e-business, marketing, and more.
He is one of the first 3 SteelBrick employees, and
the only Salesforce CPQ Black Belt in the world.
You can learn more about each of the
considerations CPQ requires your organization to
take a look at in Gilles’ book, the Definitive
Quote-to-Cash Guide, here on Amazon.

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Enhancing digital experience for clients with Wongdoody and Brilliant
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SALESFORCE PRACTICE OVERVIEW
Fastest-growing practices in AMER and EMEA
ISV Partnerships

6. MEET THE SPEAKERS
Salesforce Product Manager
5X Salesforce Certified ,2⭐ Ranger
Email | LinkedIn
ALEX ZLIDIN
Alex Zlidin, Salesforce product manager,
ForeSight LoB, Panaya is a SaaS Product
Manager and Salesforce Consultant with
rich experience of implementing salesforce
apps in global enterprise- scale companies.
He is working in the Salesforce ecosystem
for more than 7 years , being 5x Salesforce
Certified and 2-star Trailhead Ranger.

7. 7
• Founded 2006
• Trusted by over 3000 customers
• Selected by Salesforce as: One of 12 success ISVs
• +25 Global Partnerships
• Leader in Impact Analysis & Testing for Salesforce
CHANGE & TEST WITH CONFIDENCE
7
Americas
EMEA
Japan

8. Poll Question
#1
How frequently do
you deploy CPQ
changes?

9. SALESFORCE CPQ IS DIFFERENT…
› Rules engines
› Metadata-driven behavior
› Data-driven behavior
› Customizations and plugins

10. POST GO-LIVE CONSIDERATIONS
› Adoption
› User feedback
› Help Desk
› Solution ownership
POST GO-LIVE CONSIDERATIONS

11. › Missed requirements
› Incorrect calculations
› Failing processes
POST GO-LIVE ISSUES

12. › Insufficient Salesforce CPQ knowledge (especially
in regard to the data model)
› Many artifacts at work
› Finding the root cause of a problem
› Bugs are not always miscalculations!
DEBUGGING CHALLENGES

13. BASED ON A TRUE STORY…
• Meet Jenny
• Salesforce CPQ admin - Tech company selling hardware
• Joined the company 7 months ago
• Salesforce CPQ was successfully implemented by SI, 2 weeks after
she join
• The Rev-Ops and sales teams adopted the CPQ solution and are
very happy with it
• But…
• Jenny gets many requests to add new products and afraid she might miss
something
• When there is a bug in the CPQ system, it can take time to fix it, and it puts
a lot of pressure on Jenny (she knows these bugs costs money!)

14. 14
Poll Question #3
Which of the
approaches are you
planning to take?
SIMPLIFY
SALESFORCE
CPQ CHANGES
WITH PANAYA
FORESIGHT

15. Poll Question
#2
How much time in
average (weekly)
do you invest in
fixing CPQ
issues?

16. 16
Poll Question #3
Which of the
approaches are you
planning to take?
QUESTIONS

17. Book your personalized
ForeSight for
CPQ Demo
Panaya.com/start-demo/salesforce
Reach out with any
Salesforce Digital
Transformation Questions
https://www.simplus.com/get-to-
true-transformation-faster/

18. THANK YOU