Making Salesforce CPQ Org ‘Permission Set License’ Compliant

The customer, a leading provider of network visibility and traffic management applications, was using Salesforce Sales Cloud and had Salesforce CPQ with Managed Package License (MPL). However, Salesforce’s Summer ‘21 release came with the announcement that the CPQ instances, if not moved to Permission Set License (PSL) before the Winter ‘21 release, will not be upgraded when the Winter ‘21 release comes out. To avoid non-upgradation, they wanted expert assistance with migrating their CPQ instance from MPL to PSL.

Download this case study to learn how we helped the customer to:

• Create CPQ Permission Sets and Assign Those to Users
• Move CPQ to Permission Set License
• Complete the Transition Within 72 hours
• Make their Salesforce CPQ Instance Eligible for Upgradation