Salesforce CPQ Health Audit Checklist
Comprehensive CPQ Audit Tool
$47.00
Optimize your Salesforce CPQ with this thorough health audit checklist! Covering 9 critical sections and 50+ actionable items, this editable, printable PDF provides clear RED/AMBER/GREEN scoring, along with a tailored priority action plan. Get plain-language guidance for compliance and performance improvements, verified against official Salesforce Trailhead documentation. Perfect for admins and specialists seeking operational excellence.
Who This Is For:
Salesforce Admins who have inherited a CPQ org and need to understand what they're working with
Admins preparing for a new CPQ implementation or major configuration project
Consultants conducting a discovery audit before beginning client work
Sales Ops leaders who want real visibility into the health of their quoting platform
What You Get:
Instant PDF download (16 pages)
50+ checklist items with plain-language "why it matters" guidance
Editable fields for org name, auditor, CPQ package version, and audit date
RAG scoring column for every item
Scoring Summary page to tally RED, AMBER, GREEN counts
Priority Action Plan page with owner and target date fields
Overall Assessment summary page
Printable, reusable, run it on every new client or every quarter
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Your download link will be available for up to 30 days after purchase