Industries CPQ Key Features

Implement Asset-Based Ordering

• Allow precise product selection, pricing, and configuration.
• Ensure quoted solutions meet customer requirements.
• Enable assembling products based on attributes.
• Facilitate opportunity forecasting.
• Support shopping cart interactions.

Utilize conversion capabilities

• Seamlessly convert opportunities to quotes.
• Convert quotes to orders.
• Transform orders to assets.
• Convert assets to orders.
• Transform assets to quotes.

Customize interfaces, implementations, and services

• Enable selective use of components, services, and UI elements.
• Provide a unified UI to access data from Salesforce and external systems.
• Customize the interfaces, replace them, or keep your own logic.
• Choose the implementation that best fits your needs or create a new one.

Use the Asset Viewer

Industries CPQ has an Asset Viewer in LWC from which you can view, filter, and modify assets for an account. From this viewer, you can convert assets to orders or quotes with the Cart in LWC, and you can change the assets.

Note Asset Viewer is supported only on Flexcards.

• View, filter, and modify assets for an account using the Asset Viewer in LWC.
• Convert assets to orders or quotes with the Cart in LWC.
• Setup and install link.
• Feature parity matrix.

Implement Rule-based order management

• Govern orders with availability, eligibility, compatibility, and pricing rules.
• Link qualifying criteria and the corresponding actions.
• Apply rules to objects such as opportunities, orders, and quotes.

Note For more information, see Context Rules.

Verify availability and eligibility

• Ensure Industries CPQ checks availability and eligibility for all products before customer selection.
• Run the availability interface during price quote generation to determine product availability at the customer's location. For example, a customer caninquire about high-speed Internet service, but their building doesn't have fiber option cabling.
• Execute the eligibility interface to confirm customer eligibility for purchase. For instance, an existing customer may not be eligible to purchase an item that’s available only to new customers.

Utilize compatibility and validation interfaces

• Use these interfaces in Industries CPQ to enforce the purchase of required products or get recommendations for additional products.
• Define product relationships to relate products to one another.

Apply pricing and tax calculation

• Apply pricing to the entire order using flows after availability and eligibility checks.
• Use individual pricing rules applied in sequence to generate the final price.
• Calculate and add applicable taxes following item pricing.
• Save the final pricing to the order.
• Prepare the order for subsequent order management processes.