About This Guide

With Deal Maximizer on Salesforce User Guide, you can find out how to use Apttus Deal Maximizer and deal guidance process to rate deals.



What's CoveredThis guide is designed to provide the Sales rep with information on using Apttus Deal Maximizer. This guide covers the most common use cases for Deal guidance.
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.
Other Resources
  • Deal Maximizer on Salesforce Administrator Guide: Refer to this guide for information on configuring 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: 

  • Using Deal Guidance

Before using Deal Maximizer you must be familiar with Apttus terms and definitions.