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Course Outline
Introduction
- Comparing Standard Salesforce Quotes with Salesforce CPQ.
Overview of Salesforce CPQ Architecture
Setup and Configuration
Product Selection
- Understanding Product fields and objects.
Bundling and Configuration Rules
- Configurable Product Bundles.
- User interface and experience considerations.
Enforcing Business Logic
- Utilizing Product Features, Option Constraints, and Simple Validation and Selection Product Rules.
Pricing and Discounting
- Understanding the pricing waterfall.
- List pricing, cost-plus markup pricing, and block pricing.
- Contracted pricing strategies.
- Implementing tiered discounting.
Quote Output Generation
- Configuring values for Quote and Quote Line fields.
- Transferring quote data to the account.
Price Actions
- Defining events and conditions for executing Price Actions.
- Utilizing Price Action sources, including static values and Summary Variables.
Contracting Process
- Managing the contract lifecycle with amendments and renewals.
Generating dynamic output documents
Troubleshooting Salesforce CPQ
Summary and Next Steps
Requirements
- Familiarity with the Salesforce Classic interface is beneficial.
- Experience with Salesforce functionalities, such as creating custom fields and picklist values.
Target Audience
- Entry-level administrators.
- Consultants.
- Sales Operations professionals.
- IT managers.
- Power users.
14 Hours
Testimonials (1)
application scenarios introduction
