OneCPQ Admin Guide
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Welcome
Welcome to the OneCPQ Admin Guide. This Admin Guide is designed to provide users involved with CP...
Thank You
Thank you for choosing BizTBaa OneCPQ for Salesforce CRM. If you recently purchased BizTBaa OneCP...
About BizTBaa OneCPQ
BizTBaa OneCPQ is built on 100% Native Salesforce platform. It is an intuitive, seamless product ...
OneCPQ Supported Languages
OneCPQ supports English, Dutch, Finnish, French, German, Danish, Italian, Korean, Portuguese, Rus...
Installation and Configuration
This user guide will walk you through the installation and configuration stages for the BizTBaa O...
Before You Begin
BizTBaa OneCPQ is a 100% Native Salesforce app designed for use with Salesforce CRM Developer Edi...
Installing OneCPQ
In addition to the proper permissions you must be a Salesforce system administrator to install Bi...
Configuring OneCPQ
After successfully installing BizTBaa OneCPQ, you must complete a few basic procedures before you...
Custom Metadata Types Settings
Before you move to next step, it is important that you complete final basic Custom Metadata Types...
Product Setup
This chapter consists of sections that will guide the administrator in setting up products, produ...
Standalone item, Bundle or Package
A company offers products and services through two primary approaches: standalone offerings and b...
Products
OneCPQ uses the standard Salesforce Product object for products and services, both as individual ...
Framework to Setup a Product Bundle
In order to set up a product that is configurable (i.e. a "bundle"), there is a general sequence ...
Feature Types
Feature Types are relevant groupings of Products, Values, or Object data type for presentation wi...
OneCPQ's Price List Feature: An Overview
Effective pricing strategies lie at the heart of any successful business. OneCPQ, a dynamic Confi...
Price Lists Object
Go to the Price Lists tab. You can click New to create a new price list OR click the dropdown a...
Product Prices
Associate your product with a Price List. Define a price for your product. Associate with Pric...
Deep Clone price lists
BizTBaa Deep Clone, a unique feature of OneCPQ, enables organizations to swiftly generate a new p...
Catalogs and Categories
Catalogues are used to make products, standalone or configurable, available to users in OneCPQ. ...
Bundle Setup
The bundle's setup on the back-end reflects what is shown on the configuration screen on the fron...
Cart Setup
In this chapter you will learn how to setup cart for your business.