During Scoping the customer indicated that they neededcustomization to salesforce CPQDue to a process in a legacy system what is the first stepin…

When a customer indicates the need for customization to Salesforce CPQ due to a process in a legacy

system, the first step in ensuring the requirement is accounted for in scoping is to ask follow-up

questions to ensure the legacy process has a business justification. This is important because it helps

to understand the business needs and requirements better, and ensures that the customization will

add value to the business. It’s crucial to understand the ‘why’ behind the need for customization

before proceeding with it. This approach helps in avoiding unnecessary customizations and ensures

that the solution aligns with the business objectives. Reference: Salesforce Introduces Revenue

Cloud, Starting with CPQ: 8 Most Common Reasons for Customization