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Course Outline
Introduction
- Standard Salesforce Quote vs Salesforce CPQ
Overview of Salesforce CPQ Architecture
Set up and Configuration
Product Selection
- Product fields and objects
Bundling and Configuration Rules
- Configurable Product Bundles
- User interface and experience
Enforcing Business Logic
- Product Features, Option Constraints, and Simple Validation and Selection Product Rules
Pricing and Discounting
- Pricing waterfall
- List pricing, cost plus markup pricing and block pricing
- Contracted pricing
- Tiered discounting
Quote Output Generation
- Programming the values for Quote and Quote Line fields
- Transferring quote data to the account
Price Actions
- Events and conditions for executing Price Actions
- Price Action sources (static values and Summary Variables)
Contracting Process
- Contract lifecycle with amendments and renewals
Generating dynamic output documents
Troubleshooting Salesforce CPQ
Summary and Conclusion
Requirements
- Familiarity with the Salesforce Classic interface is helpful
- Experience with Salesforce features such as creating custom fields and picklist values
14 Hours
Testimonials (1)
application scenarios introduction
