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Guides for Standard Salesforce Quoting Setup and Configuration

The pages linked below all contain useful information and or links to help with the basic configuration and/or customization of the standard Salesforce objects that form the foundation of SalesReady’s Quoting (CPQ) features.

If there are

*These guides are created and maintained by Salesforce and links can and do change. If we have

  1. Price Books

  2. Products

  3. Price Book Entries

  4. Quotes

  5. Opportunities

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