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Job Role

Admin, Business User

Duration

In-Person: 5 Full Day(s)
Virtual: 5 Full Day(s) or 10 Half Day(s)

User Interface

Lightning Experience
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Overview

Who should take this course?


This course is designed for experienced Salesforce administrators, business analysts, and implementation specialists who are interested in gaining a technical understanding of Salesforce CPQ administration. It is also designed for solution architects, implementation consultants, and developers who are responsible for configuring CPQ solutions. This is also a great foundational course for anyone interested in earning their CPQ Specialist credential.


When you complete this course, you will be able to:


  • Implement CPQ solutions that meet business requirements.
  • Set up products, bundles, and product rules.
  • Build price rules to automatically populate field values while quoting or configuring a bundle.
  • Establish appropriate system discount and pricing methods.
  • Configure dynamic output document generation.
  • Manage subscription products, including renewal and amendment.

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Course Introduction

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

 

Introduction to CPQ

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

 

Object Model Foundations

  • Explore 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
  • Create Dynamic Search Filters
  • 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
  • Build Product Rules Using Supporting Objects

 

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 Events and Conditions
  • Understand Price Action Sources 
  • Create Lookup Queries to Outsource Evaluation to a Lookup Object

 

Advanced Approvals

  • Compare and Contrast the Advanced and Native Approvals
  • Define Key Approval Terms

 

Quote Templates

  • Generate Dynamic Output Documents
  • Create Conditional Template Content

 

Localization and Multicurrency

  • Accommodate Localization
  • Define Localization and How It Works in CPQ

 

Orders

  • Review Business Purposes of an Order
  • Define the Data Model for Orders
  • Describe Data Requirements To Generate Orders

 

Contracts, Renewals, and Amendments

  • Generate New Contracts To Manage Active Subscriptions
  • Review Amendment and Renewal Processes
  • Discover Renewal Pricing Methods

 

Capstone

  • Troubleshoot Common Scenarios in Salesforce CPQ
  • Design a Solution