Information Technology

Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301)

Instructor-Led 17 Agenda

Description

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 Overview

Course Objective

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

Who Should Attend

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.

Course Introduction Lesson Id 1

Course Introduction

Introduction to CPQ Lesson Id 2

Introduction to CPQ

Object Model Foundations Lesson Id 3

Object Model Foundations

Product Selection Lesson Id 4

Product Selection

Bundle Configuration Lesson Id 5

Bundle Configuration

Option Selection Guidelines Lesson Id 6

Option Selection Guidelines

Product Rules Lesson Id 7

Product Rules

Pricing Methods Lesson Id 8

Pricing Methods

Subscription Pricing Lesson Id 9

Subscription Pricing

Discounting Lesson Id 10

Discounting

Price Rules Lesson Id 11

Price Rules

Advanced Approvals Lesson Id 12

Advanced Approvals

Quote Templates Lesson Id 13

Quote Templates

Localization and Multicurrency Lesson Id 14

Localization and Multicurrency

Orders Lesson Id 15

Orders

Contracts, Renewals, and Amendments Lesson Id 16

Contracts, Renewals, and Amendments

Capstone Lesson Id 17

Capstone

Lesson Id	Title	Description
1	Course Introduction	Review Course Objectives<br />Set Learner Expectations<br />Review Housekeeping Rules<br />Explore Additional Course Resources<br />Review Exam Quick Facts
2	Introduction to CPQ	Understand the Business Case for CPQ<br />Watch an End-to-End Solution Demo<br />Build a Quote
3	Object Model Foundations	Get Familiar with Products, Price Books, and Price Book Entries<br />Review Product Fields Integral to Basic Salesforce CPQ Functionality
4	Product Selection	Modify Out-of-the-Box Button Behavior for Product Selection<br />Review Guided Selling<br />
5	Bundle Configuration	Define and Build Product Bundles<br />Enforce Business Logic with Product Features
6	Option Selection Guidelines	Enforce Business Logic with Option Constraints
7	Product Rules	Define Product Rules <br />Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles)<br />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<br />Review List Pricing, Cost Plus Markup, and Block Pricing <br />Use Contracted Pricing for Negotiated Prices
9	Subscription Pricing	Configure Subscription and Proration Pricing Methods<br />Understand How Subscription Pricing Methods Affect List and Regular Price
10	Discounting	Compare Discounting Strategies<br />Build a Discount Schedule
11	Price Rules	Set Values for Quote and Quote Line Fields Declaratively<br />Review CPQ Advanced Quote Calculator Calculation Events and Conditions<br />Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables)<br />Create Lookup Queries to Outsource Evaluation to a Lookup Object
12	Advanced Approvals	Compare and Contrast the Advanced Approval Package Versus Native Approvals<br />Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements
13	Quote Templates	Generate Dynamic Output Documents <br />Create Conditional Template Content
14	Localization and Multicurrency	Make Accommodations for Localization<br />Define Localization and How It Works in CPQ
15	Orders	Review Business Purposes of an Order<br />Define the Data Model for Orders <br />Define Data Requirements to Generate Orders
16	Contracts, Renewals, and Amendments	Generate New Contracts to Manage Active Subscriptions Related to an Account<br />Review Amendment and Renewal Processes<br />Review Renewal Pricing Methods
17	Capstone	Class Project: Troubleshoot Common Scenarios in Salesforce CPQ<br />Design a Solution