If you don't use the basic Salesforce.com Sales Cloud, but use the Salesforce CPQ platform, Epicor CPQ integrates with Salesforce CPQ (formerly Steelbrick) to create a seamless end-to-end CPQ workflow for your sales team using Salesforce CPQ. With Epicor CPQ for Salesforce CPQ, you can:
- Extend the Salesforce CPQ experience with the powerful logic of Epicor CPQ configurators. No second login. No jump to another browser window.
- View interactive 3D visualizations of your products within the Salesforce interface.
- Attach documents created automatically in Epicor CPQ back into your Salesforce opportunities like sales proposals, CAD drawings, 3D renders, etc.
How to Integrate Salesforce CPQ to Epicor CPQ: Initial Setup
Follow these instructions to get your Epicor CPQ for Salesforce CPQ integration up and running.
How to Integrate Salesforce CPQ to Epicor CPQ: Product Setup
After setting up the initial integration between Salesforce CPQ and Epicor CPQ, connect a Salesforce CPQ product with a matching Epicor CPQ configurator.
Working with Product Options in Salesforce CPQ
Make the setup of your configurator easier by using dynamic product options.
Editing Configuration Attributes in Salesforce CPQ
Control how Epicor CPQ sets the matching attribute for Salesforce CPQ: either as a price column, or as metadata.
Reading Salesforce CPQ Quote Fields from Epicor CPQ
Not only can you write data into Salesforce CPQ, you can also read data from Salesforce CPQ into your configurator to guide your configurator.
Submitting an Epicor CPQ Quote into a Workflow via Apex Trigger from Salesforce CPQ
With minimal code, you can have Salesforce CPQ reach into Epicor CPQ to ensure documentation is updated in Epicor when a change is made in Salesforce.
Salesforce CPQ Integration Troubleshooting
Rarely will you find problems with the integration to salesforce CPQ. But if you do find problems, here are some of the first things to try.
Upgrading to v2.0 of KBMax Salesforce CPQ
If you already integrate to Salesforce CPQ, upgrading to v2.0 only requires installing a package and making a simple page layout change.