The three common CPQ design mistakes to avoid while implementing CPQ for your customer are:

A .Using price book entries to handle attribute based variations instead of lookup price rules: Price book entries are not designed to handle attribute-based variations. Instead, lookup price rules should be used.These rules allow you to adjust pricing based on specific product attributes, providing more flexibility and accuracy1.

C .Creating process builders and flows to pass data between fields instead of using twin field mapping: Process builders and flows can be complex and difficult to maintain. Instead, twin field mapping should be used.This feature allows you to map fields between objects, ensuring data consistency and reducing the need for custom code1.

D .Writing customizations for product selection or validation instead of using option constraints, product rules, and bundles: Customizations can be time-consuming and costly to implement and maintain. Instead, Salesforce CPQ provides built-in features like option constraints, product rules, and bundles that can handle product selection and validation.These features are designed to enforce business rules and ensure that only valid product combinations are selected1.

https://inspireplanner.com/blog/5-common-salesforce-cpq-implementation-challenges-and-how-to-avoid-them/

A project manager is the role that is primarily responsible for project success, especially when an escalation on a Revenue Cloud project happens. A project manager oversees the end-to-end delivery of a Salesforce project, ensuring that the project is delivered within scope, budget, and timeline. A project manager also coordinates the communication and collaboration among the project team, the customer, and other stakeholders, as well as manages the risks, issues, and changes that may arise during the project lifecycle. A project manager is the first point of contact for any escalation on a Revenue Cloud project, and is expected to resolve the escalation promptly and effectively, by applying the appropriate escalation management process and involving the relevant parties. A project manager also monitors and reports on the project progress, quality, and satisfaction, and ensures that the project meets the customer's expectations and business objectives.1234Reference:

1: Your Guide to Salesforce Roles & Responsibilities

2: Salesforce Introduces Revenue Cloud to Help Businesses Accelerate Revenue Growth Across Any Channel

3: Marketing Cloud Consultant Job Description

4: What Is Salesforce Revenue Cloud?

A Salesforce CPQ implementation can suffer from poor performance due to a large number of active price rules supporting complex pricing requirements. To improve performance in this area, a Revenue Cloud Consultant can consider the following tactics:

Implement lookup price rules where applicable (Option B): Lookup price rules in Salesforce CPQ allow for the mapping of data points on a quote line to data in a custom object, finding a matching record with the same values, and retrieving an associated field value from the matched record1.This can help reduce the number of price rules needed, thereby improving performance1.

Implement Quote Calculator Plugin where possible to replace price rules (Option C): The Quote Calculator Plugin in Salesforce CPQ allows for the addition of extra functionality to the quote line editor with custom JavaScript code2.This can change how calculations are performed and manage page-level security such as field visibility2.By replacing some price rules with functionalities in the Quote Calculator Plugin, the number of price rules can be reduced, leading to improved performance2.

Salesforce CPQ Lookup Price Rules

Salesforce CPQ Quote Calculator Plugin

For the user story concerning sales users' ability to create new quotes with established rate cards and account-specific discounts, the Salesforce objects that need to absorb legacy data include:

B . Contracted Pricing: This object is crucial for managing special pricing agreements that have been negotiated with specific customers. It ensures that the pricing on new quotes reflects the discounts and rates that were originally negotiated under specific contracts.

D . Entitlements: The Entitlements object manages the customer's entitlements to support services or warranty conditions, which can be tied to the pricing or conditions stated in their original contracts.

These objects ensure that the contractual terms and special conditions are respected in new transactions, maintaining consistency and honoring legacy agreements with customers.

The Salesforce CPQ (Configure, Price, Quote) system allows for the creation of custom fields on the Opportunity Line Item object, such as ARR c, to capture recurring revenue. This can be used in conjunction with a price rule to copy the value from the corresponding field (ARR c) on the SBQQ QuoteLine__c object. This solution is efficient as it leverages the existing structure and functionality of Salesforce CPQ, allowing for the seamless integration of recurring revenue data into existing pipeline reports.Reference:

Salesforce Revenue Cloud documents and learning resources

Salesforce Introduces Revenue Cloud to Help Businesses Accelerate Revenue Growth Across Any Channel

Get Started with Revenue Intelligence

Introduction to Revenue Intelligence for Sales Cloud

Getting Started: Revenue Cloud: Salesforce Billing

CPQ Object Relationships - Salesforce

Object Reference for the Salesforce Platform

Salesforce CPQ Clone with Related Button to clone Quotes to a new ...

Troubleshoot Salesforce CPQ Opportunity and Quote sync issues

Bundle configuration errors 'does not belong to SObject Type' or ...

Salesforce Revenue-Cloud-Consultant-Accredited-Professional Quiz 1 ...