Revenue Cloud Products & Pricebooks in CPQ | Product Setup, Pricing Methods & Subscription Fields
Автор: Brazen Group
Загружено: 2025-12-11
Просмотров: 1
Welcome to Video 4 of our Salesforce Revenue Cloud Series!
In this video, we deep dive into Products & Pricebooks in Salesforce CPQ, one of the core foundations of your quote-to-cash setup.
If you want to configure CPQ correctly, everything starts here — defining products, pricing, subscription fields, and assigning them to pricebooks.
🔍 What You Will Learn in This Video
1. Product Creation in Salesforce CPQ
How to create a new product
Required fields for CPQ
Activating products for quoting
Associating products with pricing & configuration
2. Important Product Fields Explained
We break down critical CPQ fields in detail:
🔹 Pricing Method: List, Cost+, Block, Percent of Total
🔹 Configuration Type: Component, Bundle, Standalone
🔹 Subscription Fields:
• Subscription Pricing
• Subscription Type
• Subscription Term
• Prorate Multiplier
…and how they impact quoting & billing.
3. Standard vs Custom Pricebooks
Difference between Standard Pricebook & CPQ Pricebooks
Why companies use multiple pricebooks
How Price Book Entries connect Products & Pricing
Practical examples of pricebook use cases
📦 Bonus:
Real-world examples of Product Catalog setups used in SaaS, Manufacturing, and Subscription businesses.
🎯 Who Should Watch?
✔ CPQ Beginners
✔ Salesforce Admins
✔ Revenue Cloud Professionals
✔ Product Catalog Builders
✔ Anyone preparing for CPQ Certification
Don’t forget to like 👍, share 💬, and subscribe 🔔 to stay updated with upcoming videos in this Salesforce Admin Series!
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Brazen Group is a leading technology and consulting partner specializing in Salesforce services and CRM solutions. We help organizations transform customer experiences, streamline operations, and drive measurable growth across sales, service, marketing, and beyond.
Our expert team delivers end-to-end services, including:
👉 Salesforce Revenue Cloud, Sales Cloud, Service Cloud, and Marketing Cloud implementation
👉 Agentforce AI, automation, and productivity tools
👉 Nonprofit and Education Cloud solutions
👉 Custom app development and integration
👉 Data strategy, analytics, and reporting
👉 Change management, training, and ongoing support
At Brazen Group, we go beyond technical delivery. We provide strategic guidance, innovative automation, and continuous optimization to ensure your Salesforce investment drives long-term success.
Whether you’re scaling your sales, transforming customer service, or unlocking the power of AI and automation, Brazen Group is your trusted partner.
Transform your Salesforce. Elevate your business. Be Bold. Be Brazen.
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📞 For more info about the Brazen Group or to schedule a free demo, visit our Website: www.brazengroup.com
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