Skip to main content
Skip table of contents

Guides for Standard Salesforce Quoting Setup and Configuration

The pages

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. And while it is not necessary to customize these objects in order to utilize SalesReady, it is possible to further extend and enhance the platform. If you are interested in learning more check out our examples or contact us to set up a consultation.

These guides are created and maintained by Salesforce and the links can and do change. If you come across a link that is broken or simply have trouble finding or accessing the information you need, please feel free to email us at support@salesready.io.

  1. Price Books

  2. Products

  3. Price Book Entries

  4. Quotes

  5. Opportunities

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.