Description

Duration

5 Days

30 CPD hours

This course is intended for

This class is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It's also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential.

Overview

When you complete this course, you'll be able to:
Set Up Products, Bundles, and Product Rules
Build Price Rules to Automatically Populate Field Values While Quoting or Configuring a Bundle
Set Up Appropriate System Discounts and Pricing Methods
Configure Dynamic Output Document Generation
Manage Subscription Products (Including the Processes for Renewing and/or Amending Them)
Formulate Sound Solutions to Common CPQ Business Requirements
Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam

Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You?ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company.

Course Introduction

Review Course Objectives

Set Learner Expectations

Review Housekeeping Rules

Explore Additional Course Resources

Review Exam Quick Facts

Introduction to CPQ

Understand the Business Case for CPQ

Watch an End-to-End Solution Demo

Build a Quote

Object Model Foundations

Get Familiar with Products, Price Books, and Price Book Entries

Review Product Fields Integral to Basic Salesforce CPQ Functionality

Product Selection

Modify Out-of-the-Box Button Behavior for Product Selection

Review Guided Selling

Bundle Configuration

Define and Build Product Bundles

Enforce Business Logic with Product Features

Option Selection Guidelines

Enforce Business Logic with Option Constraints

Product Rules

Define Product Rules

Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles)

Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes)

Pricing Methods

Discover Pricing Waterfall Default Flows

Review List Pricing, Cost Plus Markup, and Block Pricing

Use Contracted Pricing for Negotiated Prices

Subscription Pricing

Configure Subscription and Proration Pricing Methods

Understand How Subscription Pricing Methods Affect List and Regular Price

Discounting

Compare Discounting Strategies

Build a Discount Schedule

Price Rules

Set Values for Quote and Quote Line Fields Declaratively

Review CPQ Advanced Quote Calculator Calculation Events and Conditions

Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables)

Create Lookup Queries to Outsource Evaluation to a Lookup Object

Advanced Approvals

Compare and Contrast the Advanced Approval Package Versus Native Approvals

Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements

Quote Templates

Generate Dynamic Output Documents

Create Conditional Template Content

Localization and Multicurrency

Make Accommodations for Localization

Define Localization and How It Works in CPQ

Orders

Review Business Purposes of an Order

Define the Data Model for Orders

Define Data Requirements to Generate Orders

Contracts, Renewals, and Amendments

Generate New Contracts to Manage Active Subscriptions Related to an Account

Review Amendment and Renewal Processes

Review Renewal Pricing Methods

Capstone

Class Project: Troubleshoot Common Scenarios in Salesforce CPQ

Design a Solution

Course Images

Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301)

By Nexus Human

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