CPQ

Salesforce CPQ

Salesforce CPQ vs Industries CPQ (Velocity CPQ) which one does your business actually need?

Your sales team is spending too much time building quotes by hand. You already know CPQ will solve that  but now you are facing a different problem. Salesforce offers two CPQ solutions that look similar on the surface, carry the same brand name, and yet serve very different purposes. One is built to work for any business, in any sector. The other is engineered specifically for industries where product complexity, subscription lifecycles, and high-volume ordering are simply part of everyday operations. Getting this decision wrong is expensive  both in implementation cost and lost time. This guide will help you understand the genuine differences between Salesforce CPQ and Industries CPQ (formerly Vlocity CPQ), and point you clearly toward the right solution for your business. What Is Salesforce CPQ? Salesforce CPQ  originally built by SteelBrick and acquired by Salesforce in 2015  is a configure-price-quote application that sits directly on top of Sales Cloud. It is designed to work across industries, which is precisely what makes it so versatile. At its core, Salesforce CPQ helps sales teams do three things faster and with fewer errors: configure the right products, apply accurate pricing, and generate professional quotes. It handles product bundles, discount management, approval workflows, and renewal automation  all within the familiar Salesforce interface your team already knows. It connects naturally to the Opportunities, Accounts, and Contacts your team works with daily. When you add Salesforce Billing to the mix, the combined offering becomes Revenue Cloud, extending the tool all the way from quoting through to invoicing and revenue recognition. Salesforce CPQ is the right conversation to have if your business sells across technology, manufacturing, professional services, or retail  sectors where product complexity is real but does not require an industry-specific data architecture underneath it. For a practical look at how CPQ handles product setup, our guide on configuring products in Salesforce CPQ and creating product bundles walk through the hands-on detail. What Is Industry CPQ (Vlocity CPQ)? Industry CPQ, built originally by Vlocity in 2014 and acquired by Salesforce in 2020 is a fundamentally different product. It was purpose-built for sectors where the sales process is not just complex, it is structurally different from standard B2B selling. Telecommunications, energy and utilities, media, financial services, and healthcare are its natural homes. In these industries, a customer does not simply buy a product once. They subscribe, modify their service mid-contract, add or remove features, and expect their provider to manage all of that without interruption. Standard CPQ tools were never designed for this model. Industries CPQ addresses this through several capabilities that Salesforce CPQ does not offer out of the box: If you work with OmniStudio components in your day-to-day Salesforce environment  OmniScripts, FlexCards, DataRaptors, Integration Procedures  you are already operating within the Industries CPQ ecosystem. Our OmniStudio development services are built around exactly this kind of architecture. The Real Differences Between the Two Both tools configure products, apply pricing logic, and produce quotes or orders. Beyond that, their architectures diverge significantly. Salesforce CPQ Industries CPQ (Vlocity) Industry scope All industries Telecom, energy, media, FS, health Data model Standard Salesforce objects Vertical-specific data models Product modelling Standard product catalogue Enterprise Product Catalogue (EPC) Order flow Quote → separate order process Cart + quote + order unified Asset-based ordering Requires custom development Native, out of the box Guided selling Basic OmniScript-driven flows MACD support Not standard Full native support Implementation speed Typically 4–8 weeks Longer; EPC config is substantial Best fit SMB to mid-market, cross-industry Mid-market to enterprise, vertical-specific The most common misunderstanding is treating these as two versions of the same product. They are not. Salesforce CPQ and Industries CPQ share a platform  they do not share an architecture. Choosing Industries CPQ for a business that simply wants to speed up its quoting process is like purchasing a freight lorry when you need a company car. It will technically do the job, but the overhead is unnecessary. Which Industries Suit Which Tool? Telecommunications and media businesses almost always belong to Industries CPQ. The combination of asset-based ordering, carrier-grade product modelling, and MACD workflows is foundational to how these businesses operate, not an optional extra. Energy and utilities companies similarly benefit from Industries CPQ’s order management integration and support for regulatory and compliance-driven product structures. Financial services and insurance businesses sit in the middle. If your sales process revolves around highly configurable product offerings, complex insurance bundles, tiered investment products, Industries CPQ gives you the structure to manage them. If your sales model is more advisory and relationship-driven, Salesforce CPQ is the faster, leaner choice. Healthcare and life sciences organisations with subscription-based service lines or medical device configurations lean toward Industries CPQ. Those with simpler procurement workflows typically do well with Salesforce CPQ. Manufacturing, technology, retail, and professional services are well-served by Salesforce CPQ. These sectors need accurate quoting, bundle management, and renewal automation  all of which Salesforce CPQ delivers without the implementation complexity of an industry cloud. For a broader view of how the right Salesforce stack benefits sales organisations, our piece on the 12 benefits of Salesforce CRM for sales teams provides useful context. A Straightforward Decision Framework If you are still weighing both options, consider these questions honestly. Choose Salesforce CPQ if: Choose Industries CPQ if: Three Misconceptions Worth Clearing Up “Vlocity CPQ and Salesforce CPQ are the same product with a different name.” They are not. Vlocity CPQ is now called Salesforce Industries CPQ following the 2020 acquisition  but it remains a separate product with a distinct data model, implementation approach, and licensing structure. “Industries CPQ is automatically the more powerful choice.” Power without fit creates complexity without value. A poorly-matched Industries CPQ deployment is harder to maintain, more expensive to customize, and slower to deliver ROI than a well-implemented Salesforce CPQ solution. “Any Salesforce partner can implement either.” Industry CPQ requires genuine OmniStudio expertise and hands-on experience with OmniScripts, DataRaptors, FlexCards, and Integration Procedures. Many generalist Salesforce partners have never worked with the EPC or the CPQ Cart. The partner

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How to Configure Products in Quote line. (Salesforce CPQ)

Salesforce CPQ (Configure, Price, Quote) allows sales teams to easily add, configure, and price products on a Quote Line. Product configuration is one of the most important features of CPQ because it ensures that the right products, options, and prices are selected according to business rules. In this post, we will understand how products are configured in Quote Lines, what objects are involved, and how configuration works step by step. What Is a Quote Line in Salesforce CPQ? A Quote Line represents a product added to a Quote. Each product added to a Quote creates a corresponding Quote Line record. A Quote Line stores: Product information Quantity Price Configuration details Selected options Pricing adjustments Key Objects Involved in Product Configuration Before configuring products, it is important to understand the main CPQ objects involved: Product Base item that can be sold Can be standalone or configurable Product Option Represents optional or required child products Used only with configurable products Option Group Groups related product options Controls selection behavior (single-select or multi-select) Quote Line Stores the final configuration selected by the user Configuration Attributes Used to pass values between parent and child products Step 1: Create a Configurable Product Go to Products Create or open a Product Set: Configurable = True Active = True Save the product This enables the product to support configuration during quote creation. Step 2: Create Product Options Product Options define which child products can be selected. Go to Product Options Create a new Product Option Fill: Configured Product (Parent Product) Optional Product (Child Product) Required (True/False) Quantity Save the record Each Product Option becomes selectable in the Quote Line Editor. Step 3: Create Option Groups (Optional but Recommended) Option Groups help organize product options logically. Go to Option Groups Create a new Option Group Set: Name Configured Product Type: Select (single) Multi-Select Save Assign Product Options to Option Groups to control selection behavior. Step 4: Define Configuration Rules (If Needed) Configuration Rules enforce business logic. Common use cases: Auto-select options Prevent incompatible selections Require specific options Configuration Rules include: Selection Rules Validation Rules Alert Rules Filter Rules These rules automatically apply during Quote Line configuration. Step 5: Add Product to Quote Open a Quote Click Edit Lines Select the configurable product Click Add Products Click Configure This opens the Quote Line Editor (QLE). Step 6: Configure Product in Quote Line Editor Inside the Quote Line Editor: You can: All selections are stored in Quote Line records. Step 7: Use Configuration Attributes (Advanced) Configuration Attributes allow data sharing between products. Example use cases: Steps: Step 8: Pricing and Calculation on Quote Line Once configuration is complete: Pricing Rules can further adjust pricing dynamically. Step 9: Save Configuration After completing configuration: The configured Quote Line is now ready for approval, PDF generation, or order creation. Common Use Cases Best Practices Common Mistakes to Avoid Conclusion Configuring products in Salesforce CPQ Quote Lines ensures accurate pricing, valid product combinations, and a smooth sales experience. By using configurable products, product options, option groups, and rules correctly, businesses can automate complex sales scenarios without manual intervention.

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How to add Products in Quote / Quote line. (Salesforce CPQ)

Salesforce CPQ (Configure, Price, Quote) allows users to quickly add products to a quote, configure pricing, and generate accurate proposals. Adding products to a quote is one of the most common and essential activities in CPQ. In this article, we’ll learn how to add products to a Quote and Quote Lines in Salesforce CPQ in a simple and practical way. Step 1: Navigate to the Quotes Tab First, log in to your Salesforce CPQ org. Go to the Quotes tab from the navigation bar Open the list of available quotes Select any existing quote where you want to add products A quote acts as a container where selected products, pricing, and discounts are stored. Step 2: Click on “Edit Lines” Once the quote is open: Click on the Edit Lines button This action opens the Quote Line Editor (QLE), which is the CPQ interface used to add, remove, and configure products. Step 3: Add Products to the Quote Inside the Quote Line Editor: Click on Add Products A product selection screen appears Select one or more products from the available Product List You can search, filter, or select multiple products depending on your CPQ configuration. Step 4: Select the Products After choosing the required products: Click on the Select button This adds the selected products to the quote line editor where pricing rules, quantities, and configurations can be applied. Step 5: Save the Quote Lines Once all products are added and reviewed: Click on the Save button This saves the products as Quote Line Items under the selected quote. What Happens After Saving? After saving: Products appear as quote lines Prices are calculated automatically based on CPQ rules Discounts, bundles, and price rules (if configured) are applied The quote is now ready for further actions like approval, PDF generation, or conversion to an order. Conclusion Adding products to a Quote in Salesforce CPQ is a straightforward process using the Quote Line Editor. By navigating to the quote, clicking Edit Lines, selecting products, and saving, users can quickly build accurate and configurable quotes. Understanding this flow is essential for anyone working with Salesforce CPQ in sales or implementation roles.

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How to create ProductBundles in CPQ. (Salesforce CPQ)

Salesforce CPQ (Configure, Price, Quote) provides a powerful feature called Product Bundles, which allows businesses to group related products and sell them together as a single package. Bundling helps improve sales efficiency, ensures correct product combinations, and offers customers a complete solution instead of individual items. In this blog, we will learn how to create Product Bundles in Salesforce CPQ, starting from product creation to adding bundle options. What Is a Product Bundle in CPQ? A Product Bundle is a collection of related products or services sold together under one main product. For example, a mobile phone bundle may include accessories like a charger, earphones, and tempered glass. In CPQ: One product acts as the Bundle (Parent Product) Other products act as Options (Child Products) Options are added automatically when the bundle is selected in a quote This ensures accuracy, consistency, and faster quote creation. Steps to Create a Product Bundle in Salesforce CPQ Step 1: Create the Main Bundle Product First, we need to create the main product that will act as the bundle. Go to the Products tab in your CPQ org Click on the New button Enter the Product Name Check the Active checkbox so the product is available for use This product will serve as the parent bundle. Step 2: Enter Product Code and Save After entering the basic details: Add a Product Code (unique identifier for the product) Click on the Save button The product record is now created, but pricing and bundle options still need to be configured. Step 3: Add Price to the Bundle Product Every CPQ product must have a price to be selectable in a quote. Open the product record Click on the Related tab Navigate to Price Books Click on Add Standard Price Enter the product price Click Save Now, the bundle product has a standard price. Step 4: Create Option Products for the Bundle Next, create all the products that will be part of the bundle. Examples of bundle options: Charger Tempered Glass Earphones Warranty Extension For each option product: Go to Products Click New Enter Product Name and Product Code Mark it as Active Add a Standard Price using the Price Book Repeat this process for all products you want to include in the bundle. Step 5: Add Product Options to the Bundle Now, link the option products to the main bundle product. Open the main bundle product Go to the Related tab Find Options Click on New Here, you define how the child products behave inside the bundle. Step 6: Configure Bundle Option Fields While creating a Product Option, fill in the following key fields: Optional SKU: Select the child product (e.g., Charger) Quantity: Number of units included Required: Check this if the option must be included Min/Max Quantity: Control how many units can be selected After entering the details: Click Save This links the option product to the bundle. Step 7: Add Remaining Products to the Bundle Repeat the same process to add all remaining products: Charger Tempered Glass Accessories Services Each product added becomes part of the bundle and will appear automatically when the bundle is selected in a quote. How Product Bundles Work in Quotes Once the bundle is configured: When a user adds the bundle product to a quote All associated option products appear automatically Required options are included by default Optional products can be selected or deselected based on configuration This reduces manual effort and ensures correct product combinations. Conclusion Creating Product Bundles in Salesforce CPQ is an essential skill for CPQ implementation and sales operations. By defining a parent product, assigning prices, and linking child products as options, you can build flexible and powerful bundles that improve quote accuracy and customer experience. Product Bundles help streamline sales processes, prevent configuration errors, and deliver complete solutions in a single click.

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How to create Custom Actions Button. (Salesforce CPQ)

In this Blogs we learn how to create Custom Actions button in CPQ. Step 1: Click on Salesforce CPQ App Launcher and search Custom Action after that click on Custom Action. Step 2: Click the new button to get a dialogue box. Step 3: Fill all fields like the example given below and save it. /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Step 4: After that click on the related tab and click on the search filter Step 5: Click on the new button and fill given below field like the given example  Step 6: Save it. Your button gets ready.  I hope it may help you to create a Custom Action button in CPQ.

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