Course Overview
This class will help students prepare for the Salesforce CPQ Specialist Certification exam. This class is an equivalent to the Configure and Administer a Salesforce CPQ Solution (CPQ301) class offered by Salesforce.
Course Objectives
How to ensure the creation of a technically valid quote through the configuration of products, including bundles and product rules
How to enforce the creation of a commercially viable quote though price books, price rules and discounting methods
How to manage the quote process including document generation and advanced approvals
Handling subscriptions and assets
Handling amendments and renewals
Tracking the quote to invoice process including orders and renewals
Understand the different steps to a successful implementation
Best practices for deployment and system maintenance
Who Should Attend?
Candidates preparing for the Salesforce CPQ Specialist Certification Exam
Employees who will be involved in a CPQ Implementation
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Agenda