Salesforce CPQ – Business Process Diagram

Note: This is a sample visual documentation provided for client review and demonstration purposes only. The workflow and steps illustrated may differ from your organization’s implementation.

This page presents a sample of a business process diagram used in Salesforce CPQ (Configure, Price, Quote) implementation. It illustrates the interaction and workflow between three key roles: Salespersons, Quote Approvers, and Customers. The diagram shows how quotes are created, reviewed, approved, or rejected, as they move through various decision points and communication handoffs.

This type of diagram is commonly used to:

• Communicate standard operating procedures across sales and approval teams
• Support training, onboarding, and stakeholder alignment
• Identify automation opportunities and streamline approval cycles

Embedded Diagram