Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301)

Price
$4,500.00 USD

Duration
5 Days

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

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 Objectives

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.

Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Course Prerequisites

There are no prerequisites for this course.

Agenda

Course Introduction

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

Introduction to CPQ

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

Object Model Foundations

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

Product Selection

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

Bundle Configuration

Define and Build Product Bundles
Enforce Business Logic with Product Features

Option Selection Guidelines

Enforce Business Logic with Option Constraints

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)

Pricing Methods

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

Subscription Pricing

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

Discounting

Compare Discounting Strategies
Build a Discount Schedule

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

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