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.

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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’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

1

  • Course Introduction

  • Review Course Objectives
    Set Learner Expectations
    Review Housekeeping Rules
    Explore Additional Course Resources
    Review Exam Quick Facts
2

  • Introduction to CPQ

  • Understand the Business Case for CPQ
    Watch an End-to-End Solution Demo
    Build a Quote
3

  • Object Model Foundations

  • Get Familiar with Products, Price Books, and Price Book Entries
    Review Product Fields Integral to Basic Salesforce CPQ Functionality
4

  • Product Selection

  • Modify Out-of-the-Box Button Behavior for Product Selection
    Review Guided Selling
5

  • Bundle Configuration

  • Define and Build Product Bundles
    Enforce Business Logic with Product Features
6

  • Option Selection Guidelines

  • Enforce Business Logic with Option Constraints
7

  • 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)
8

  • Pricing Methods

  • Discover Pricing Waterfall Default Flows
    Review List Pricing, Cost Plus Markup, and Block Pricing
    Use Contracted Pricing for Negotiated Prices
9

  • Subscription Pricing

  • Configure Subscription and Proration Pricing Methods
    Understand How Subscription Pricing Methods Affect List and Regular Price
10

  • Discounting

  • Compare Discounting Strategies
    Build a Discount Schedule
11

  • 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
12

  • 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
13

  • Quote Templates

  • Generate Dynamic Output Documents
    Create Conditional Template Content
14

  • Localization and Multicurrency

  • Make Accommodations for Localization
    Define Localization and How It Works in CPQ
15

  • Orders

  • Review Business Purposes of an Order
    Define the Data Model for Orders
    Define Data Requirements to Generate Orders
16

  • Contracts, Renewals, and Amendments

  • Generate New Contracts to Manage Active Subscriptions Related to an Account
    Review Amendment and Renewal Processes
    Review Renewal Pricing Methods
17

  • Capstone

  • Class Project- Troubleshoot Common Scenarios in Salesforce CPQ
    Design a Solution

Audience

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.

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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