If you are doing an installation in your Production or Developer org, please select Production otherwise select Sandbox as the Installation Link.
Once you select the Installation Link you will be navigated to the Salesforce Login screen.
After you log in successfully, you are presented with the Security Level Selection page.Select Install for Admins Only if you don’t want to grant access to all users. In this case, you would need to provide the permissions to the specific non-admin users through Permission Sets or Profiles.Salesforce recommends granting access to all users. Choosing other options can lead to extensive time spent adjusting permissions later.Select the appropriate option and click Install.
Salesforce CPQ Package ComponentsYou can review the package components through View Components link.
Salesforce CPQ then prompts you to Approve Third-Party Access.Third-Party PermissionsSelect “Yes, grant access to these third-party websites” and then click Continue.
Once you click Continue, you will see the installation In-Progress screen.Salesforce CPQ Installation in Progress
If package installation needs more time, you will be displayed with below screen.
Salesforce sends you an email once your installation has completed. You can go to Setup | Build | Installed Packages and check if the package is installed successfully or not.
Authorize New Calculation Service
If you are installing Salesforce CPQ for the first time, navigate to Setup | Build | Installed Packages | Salesforce CPQ | Configure | Pricing and Calculation and click Authorize New Calculation Service.Salesforce CPQ Package Settings
Execute Post-Install Scripts
Navigate to Setup | Build | Installed Packages | Salesforce CPQ | Configure | Additional Settings and re-execute the Post Installation Scripts if they failed during the installation by clicking the Execute Scripts button.
You can check the scripts execution status by clicking the Refresh Status button.Post Installation Scripts
Change Page Layout Assignments
Salesforce CPQ provides a set of pre-packaged Page Layouts with recommended field configurations for Account, Contract, Opportunity and Product.
CPQ Account Layout
CPQ Contract Layout
CPQ Opportunity Layout
CPQ Product Layout
To leverage the CPQ OOB fields and configurations, we need to assign these Page Layouts to the user profiles in your organization based on their roles and responsibilities.Let’s see, how a CPQ Product Layout can be assigned to a Product Manager Profile.