About This Guide
With Deal Maximizer on Salesforce Administrator Guide, you can find out how Apttus Deal Maximizer works and how to set up deal guidance process to rate deals.
|What's Covered||This guide is designed to provide administrators with information on configuring Apttus Deal Maximizer. This guide covers the most common use cases for administration.|
Admin users involved with the CPQ process in your organization.
|IT Environment||Refer to the latest Apttus Deal Maximizer on Salesforce Release Notes for information on System Requirements and Supported Platforms.|
For a comprehensive list of updates to this guide for each release, see the What's New topic.
CPQ User Guide: Refer to this guide for information on usability of Deal Maximizer in runtime.
This guide describes the following tasks:
Configuring Deal Guidance Dimensions
Configuring Deal Guidance Dimension Sets
Configuring Deal Guidance Rules
Initiating and integrating Deal Guidance
Setting Up Deals
Before using Deal Maximizer you must be familiar with Apttus terms and definitions.