xplore how to develop Configure, Price, Quote (CPQ) solutions using Industries CPQ. In this class, our Industries CPQ experts will show you how to configure CPQ solutions that ensure your customers get the right products and the right prices at the right time. You’ll learn how to set up and manage products and prices, leverage promotions and rules to drive action, and build a guided experience declaratively using Industries Digital Commerce and CPQ APIs. Note: This class focuses on Industries CPQ, previously known as Vlocity CPQ, and does not cover Salesforce CPQ.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

When you complete this course, you will be able to:
Create “perfect” orders using order capture and asset-based ordering functionality.
Define products and product bundles in the shared catalog.
Use pricing components to support simple and complex pricing strategies.
Create promotions and discounts to adjust pricing for a limited time.
Use rules to ensure the right products are available to the right customers at the right price.
Build ordering and quoting solutions using Industries Digital Commerce & CPQ APIs.

1

  • Introduction

  • Explore Communications, Media, and Energy and Utilities Clouds and Industries CPQ
    Understand the Industries CME Data Model
2

  • Order Capture

  • Create and Configure Orders Using the Cart
    Work with MACD and ABO Orders
    Cancel an Order
    Create Orders with Non-Assetizable Products
    Configure Data Movement Across Line Items Using Field Mapper
3

  • Enterprise Product Catalog

  • Create Attributes and Picklists
    Create Object Types and Learn Inheritance Architecture
    Create Products
    Set Product Attribute Metadata and Override Attribute Defaults
    Create Product Bundles and Define Product Cardinality
    Work with Product Lifecycle Dates
    Manage the Shared Catalog's Platform Cache
4

  • Pricing

  • Configure One-Time and Recurring Prices
    Define Price Lists and Child Price Lists
    Implement Base and Bundled Prices
    Configure Time Plans and Policies
    Configure Advanced Pricing Strategies such as Attribute-Based Pricing and Usage Pricing
5

  • Promotions and Discounts

  • Determine the Difference Between Products, Product Bundles, and Promotions
    Compare Pricing Adjustments and Overrides
    Create Promotions for Existing Products
    Adjust Prices and Time Plans
    Create Contextual Discounts for Orders, Accounts, and Contracts
    Identify the Best Type of Pricing Adjustment Given a Scenario
6

  • Rules

  • Build Context Rules Components
    Create and Apply Context Rules to Products, Promotions, Price Lists, and Price List Entries
    Create Product Relationships to Recommend, Exclude, or Require other Products
    Create Advanced Rules to Modify Product Attributes During Order Capture
    Create Advanced Rules to Auto-Add Products to the Cart
    Identify the Best Type of Rule to Use Given a Scenario
7

  • Guided Selling

  • Customize a Guided LWC Interaction for Purchasing Products
    Explore Industries Digital Commerce LWC, SDK, and Cacheable APIs
    Learn About CpqAppHandler Service, Its Methods, and Cart-Based APIs

Audience

This class is ideal for Salesforce Certified Administrators and Platform Developers responsible for developing and managing Industries CPQ applications, including catalogs and pricing. It's also designed for solution architects and technical architects looking to understand the full capabilities of Industries CPQ in order to formulate industry-specific solutions. This class is also a great foundation builder for anyone looking to earn the Salesforce Certified Industries CPQ Developer credential.

Language

English

Prerequisites

While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.

$4,500

Length: 5.0 days (40 hours)

Level:

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