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CPQ301 – Configure and Administer a Salesforce CPQ Solution
Duration: 5 Days | Price: $4,500
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Guaranteed to run01/06/2025 - 01/10/2025
8:30 am CT - 5:00 pm CT
Live | Open
Price: $4500
Summary
Learn how to set up end-to-end Salesforce Configure, Price, Quote (CPQ) solutions with out-of-the-box functionality. This 5-day instructor-led course will teach you how to configure products, create discount and pricing methods, and manage subscriptions to implement robust CPQ solutions that meet your business requirements.
Key Skills
When you complete this class, you will be able to:
- Implement CPQ solutions that meet business requirements.
- Set up products, bundles, and product rules.
- Build price rules to automatically populate field values while quoting or configuring a bundle.
- Establish appropriate system discount and pricing methods.
- Configure dynamic output document generation.
- Manage subscription products, including renewal and amendment.
Course Outline
Course Introduction
- Review Course Objectives
- Set Learner Expectations
- Establish Housekeeping Rules
- Explore Additional Course Resources
- Discuss Exam Quick Facts
Introduction to CPQ
- Discover CPQ
- Understand the Business Case for CPQ
- Play an End-to-End Solution Demo
- Build a Quote
Object Model Foundations
- Explore 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
- Create Dynamic Search Filters
- 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
- Build Product Rules Using Supporting Objects
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 Events and Conditions
- Understand Price Action Sources
- Create Lookup Queries to Outsource Evaluation to a Lookup Object
Advanced Approvals
- Compare and Contrast the Advanced and Native Approvals
- Define Key Approval Terms
Quote Templates
- Generate Dynamic Output Documents
- Create Conditional Template Content
Localization and Multicurrency
- Accommodate Localization
- Define Localization and How It Works in CPQ
Orders
- Review Business Purposes of an Order
- Define the Data Model for Orders
- Describe Data Requirements To Generate Orders
Contracts, Renewals, and Amendments
- Generate New Contracts To Manage Active Subscriptions
- Review Amendment and Renewal Processes
- Discover Renewal Pricing Methods
Capstone
- Troubleshoot Common Scenarios in Salesforce CPQ
- Design a Solution
Audience
This course is intended for experienced Salesforce administrators, business analysts, and implementation specialists who want to develop a technical understanding of Salesforce CPQ administration. It is also suitable for solution architects, implementation consultants, and developers tasked with configuring CPQ solutions. Additionally, it is a fundamental course for individuals interested in obtaining their CPQ Specialist credential.
Certifications
This class helps prepare for the Salesforce CPQ Specialist credential.