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