About This Guide

With Deal Maximizer on Salesforce Administrator Guide, you can find out how Apttus Deal Maximizer works and how to set up a deal guidance process to rate deals.

Topic

Description

What's CoveredThis guide is designed to provide administrators with information on configuring Apttus Deal Maximizer. This guide covers the most common use cases for administration.
Primary Audience

Admin users involved with the CPQ process in your organization.

IT EnvironmentRefer to the latest Apttus Deal Maximizer on Salesforce Release Notes for information on System Requirements and Supported Platforms.
Updates

For a comprehensive list of updates to this guide for each release, see the What's New topic.

Other Resources
  • Deal Maximizer on Salesforce User Guide: Refer to this guide for information on features and use cases of Deal Maximizer.

  • Deal Maximizer on Salesforce Release Notes: Refer to this document for information on system requirements and supported platforms, new features and enhancements, resolved issues, and known issues for a specific release.

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.