Interactive walkthrough
Watch a deal come together on the Opportunity
Deal CPQ runs inside Salesforce Sales Cloud. In this walkthrough each step creates or updates records, and you can see them appear in the related lists. The customer, products, prices and rules are fictional, the screens are a simplified stand-in, and nothing connects to Salesforce.
Illustrative sample data
This walkthrough illustrates how Deal CPQ works. The product's actual screens inside Salesforce look different.
Opportunity
Sample Expansion FY27
- Account Name
- Acme Sample Co.
- Close Date
- Dec 18, 2026
- Amount
- —
- Primary Proposal
- —
- Opportunity Owner
- Alex Sample
Step 1 of 5 · Choose products for this opportunity. Moving on creates the Proposal and its Proposal Line Items.
Step 1 · Configure
Sample volume tiers: 50+ users 5% off, 200+ users 10% off.
Configuration is valid under the sample rules.
Proposals (0)
Created when you leave Configure.
Proposal Line Items (0)
Created when you leave Configure.
Approval Requests (0)
Created on submit, only when a discount needs approval.
Orders (0)
Created from the accepted Proposal.
Contracts (0)
Created from the accepted Proposal.
Assets (0)
Created from the accepted Proposal.
What the walkthrough shows
Five steps, five kinds of record activity
A simplified sample scenario. Pricing in the walkthrough is illustrative and does not show every Deal CPQ pricing method.
- Step 1
Configure
Pick an edition, users and add-ons. Invalid combinations are removed.
- Step 2
Price
Set the term and rep discount. Proposal Line Items are repriced.
- Step 3
Quote
Review line items and totals on the Proposal.
- Step 4
Approve
Discounts above the threshold create Approval Requests.
- Step 5
Orders and contracts
The accepted Proposal creates an Order, a Contract and locked Assets.
See it on your own scenarios
Book a walkthrough with the team.