트레일

Learn Salesforce CPQ Admin Fundamentals

Help your sales team create quotes quickly and accurately with Salesforce CPQ.

시작

+23,600포인트

중급

관리자

~24시간

습득하게 될 스킬

해당 트레일을 완료하여 전문성을 쌓으세요. 자세히 알아보기

프로세스 개선 및 최적화

IT 자동화

설정 관리

생성형 인공 지능

사용자 인터페이스 및 사용자 경험 설계

자세히 보기

제품

Sales Cloud

더 알아보기

+23,600포인트

중급

관리자

~24시간

+2,700포인트

모듈

Configurable Bundles in Salesforce CPQ

Learn how to create bundles of products using Salesforce CPQ.

~2시간 15분

Learn About Configuration in the Sales Process

~25분

미완료

Control the Configuration Experience

~5분

미완료

Use Product Options to Construct Bundles

~25분

미완료

Determine How Bundled Quote Lines Behave After Configuration

~5분

미완료

Use Features to Organize Options

~25분

미완료

Change the Feature User Experience

~25분

미완료

Learn About Configured Code and Description

~25분

미완료

hide유닛 7개 숨기기

+800포인트

프로젝트

Personalize Smartwatches with Salesforce CPQ Attributes

Create attributes that let sales reps easily customize smartwatches for their customers.

~2시간

Set Up a CPQ-enabled org

~15분

미완료

Create Smartwatch Attributes for Size and Accent

~15분

미완료

Set a Default Value for an Engraving Attribute

~15분

미완료

Place an Outlet Attribute into a Feature

~15분

미완료

Create Attributes for Watch Band Styles

~15분

미완료

Limit Color Choices Based on Material

~15분

미완료

Create Twin Fields on the Quote Line

~15분

미완료

Create Twin Fields on the Order Product

~15분

미완료

show단계 8개 표시

+2,800포인트

모듈

Product Rules in Salesforce CPQ

Discover how product rules help sales reps get the right products on quotes.

~2시간

Get Started with Product Rules

~15분

미완료

Put Conditions on Rules

~20분

미완료

Decide When Rules Evaluate

~10분

미완료

Make Rules for Specific Bundles

~20분

미완료

Control Options with Selection Rules

~15분

미완료

Discover Other Ways to Use Selection Rules

~10분

미완료

Use Data from a Custom Object to Drive Rules

~10분

미완료

Make a Dynamic Bundle with Filter Rules

~20분

미완료

show유닛 8개 표시

+500포인트

프로젝트

Create a Home Security Bundle with Product Rules

Help sales reps create quotes for complex, interrelated products with Salesforce CPQ.

~1시간 10분

~10분

미완료

Create a Configurable Bundle with Options and Features

~15분

미완료

Create an Alert Product Rule

~15분

미완료

Create a Selection Product Rule

~15분

미완료

Create a Validation Product Rule Using a Summary Variable

~15분

미완료

show단계 5개 표시

+600포인트

프로젝트

Extra Mile: Configure a Solar Energy Bundle with Salesforce CPQ

Use your Salesforce CPQ admin skills to build a solution that meets business requirements.

~1시간 45분

~15분

미완료

Create a Solar Energy System Bundle

~15분

미완료

Organize the Solar Bundle with Features

~15분

미완료

Capture Solar Bundle Details with Attributes

~30분

미완료

Ensure Proper Configuration with a Product Rule

~15분

미완료

Consider Other Routes to Your Goal

~15분

미완료

show단계 6개 표시

+500포인트

프로젝트

Create Search Filters to Quickly Find Salesforce CPQ Products

Add powerful, customized search filters to simplify product selection.

~1시간 15분

Get Started with Search Filters in Salesforce CPQ

~15분

미완료

Recreate Basic Filters and Make a Subscription Filter

~15분

미완료

Discontinue Products Using a Hidden Filter

~15분

미완료

Filter Dynamically Based on User’s Sales Region

~15분

미완료

Create a Custom Action to Display Bundles in One Click

~15분

미완료

show단계 5개 표시

+2,800포인트

모듈

Pricing Methods for Salesforce CPQ

Quote prices with precision using Salesforce CPQ pricing tools.

~2시간 25분

Get Started with Salesforce CPQ for Pricing

~25분

미완료

Identify Exceptions to Standard Pricing

~5분

미완료

Implement Block Pricing

~25분

미완료

Implement the Percent Of Total Pricing Method

~30분

미완료

Implement Option Pricing Within Bundles

~25분

미완료

Configure Cost Plus Markup Pricing

~5분

미완료

Create Account-Based Contracted Pricing

~25분

미완료

Enable Manual Overrides

~5분

미완료

show유닛 8개 표시

+2,400포인트

모듈

Discounting Tools in Salesforce CPQ

Automate discounts in CPQ based on volume or bundling.

~2시간 20분

Use Salesforce CPQ for Discounting

~25분

미완료

Explore Discount Options Within Bundles

~5분

미완료

Set Up Volume-Based Discount Schedules

~30분

미완료

Configure Quantities for Discount Schedules

~10분

미완료

Filter Discount Schedules by Records and Fields

~25분

미완료

Override Volume-Based Discounts

~25분

미완료

Apply Manual Discounts

~10분

미완료

Configure Partner and Distributor Discounts

~10분

미완료

show유닛 8개 표시

+2,300포인트

모듈

Subscription Pricing in Salesforce CPQ

Price, discount, and sell subscription products the smart way with Salesforce CPQ.

~1시간 25분

Get Started with Subscription Pricing

~15분

미완료

Set Up Your First Subscription Product

~15분

미완료

Learn About Date Fields and Proration

~10분

미완료

Create a Multidimensional Quote

~15분

미완료

Customize Your Multidimensional Quotes

~10분

미완료

Give Discounts for Long Subscriptions

~15분

미완료

Explore Other Ways to Affect Subscription Pricing

~5분

미완료

show유닛 7개 표시

+2,300포인트

모듈

Price Rules in Salesforce CPQ

Meet custom pricing requirements with the sophisticated power of price rules.

~1시간 40분

Get Started with Salesforce CPQ Price Rules

~15분

미완료

Replace List Price Using a Simple Price Rule

~20분

미완료

Formulate Your Conditions and Actions

~15분

미완료

Learn When to Use the Special Price Field

~10분

미완료

Summarize Data with Summary Variables

~20분

미완료

Consolidate Price Rules by Using Lookup Queries

~10분

미완료

Sequence Price Rules for Correct Calculations

~10분

미완료

show유닛 7개 표시

+2,000포인트

모듈

Quote Templates in Salesforce CPQ

Create templates that let sales reps send great-looking proposals in just a few clicks.

~1시간 50분

Get Started with Quote Templates in Salesforce CPQ

~20분

미완료

Create Your First Quote Template

~10분

미완료

Structure a Customized Quote Template

~20분

미완료

Add Conditions to Template Sections

~10분

미완료

Show Quote Line Data in a Table

~10분

미완료

Rearrange the Line Item Table

~10분

미완료

Insert Visualforce Content and Troubleshoot Templates

~10분

미완료

Show Dynamic Quote Terms

~20분

미완료

show유닛 8개 표시

+1,600포인트

모듈

Salesforce CPQ Order Generation

Use Salesforce CPQ to generate multiple orders quickly and accurately.

~50분

Get Started with Salesforce CPQ Order Generation

~15분

미완료

Generate Your First Order

~5분

미완료

Generate Multiple Orders from a Single Quote

~15분

미완료

Automatically Split a Quote into Multiple Orders

~15분

미완료

show유닛 4개 표시

+1,700포인트

모듈

Contract Amendments with Salesforce CPQ

Use Salesforce CPQ to change existing quotes and contracts.

~1시간 40분

Get Started with Salesforce CPQ Amendments

~25분

미완료

Change an Existing Contract

~30분

미완료

Discover More Ways to Amend Contracts

~25분

미완료

Learn About Pricing and Bundling Considerations

~10분

미완료

Explore Significant Date Fields and Multidimensional Quoting

~10분

미완료

show유닛 5개 표시

+600포인트

프로젝트

Simplify Home Security Subscription Renewals

Generate orders, contracts, and renewal opportunities with Salesforce CPQ.

~1시간 25분

~15분

미완료

Create a Quote with Subscription Products

~15분

미완료

Generate Orders, Assets, Contracts, and Subscriptions

~15분

미완료

Generate a Renewal Opportunity for Forecasting

~15분

미완료

Amend a Contract

~15분

미완료

Create a Quote for a Renewal Contract

~10분

미완료

show단계 6개 표시

~24시간

Learn Salesforce CPQ Admin Fundamentals

습득하게 될 스킬

프로세스 개선 및 최적화

IT 자동화

설정 관리

생성형 인공 지능

사용자 인터페이스 및 사용자 경험 설계

프로세스 개선 및 최적화

IT 자동화

설정 관리

생성형 인공 지능

사용자 인터페이스 및 사용자 경험 설계

비즈니스 솔루션

비즈니스 운영

제품

Sales Cloud

더 알아보기

Configurable Bundles in Salesforce CPQ

Personalize Smartwatches with Salesforce CPQ Attributes

Product Rules in Salesforce CPQ

Create a Home Security Bundle with Product Rules

Extra Mile: Configure a Solar Energy Bundle with Salesforce CPQ

Create Search Filters to Quickly Find Salesforce CPQ Products

Pricing Methods for Salesforce CPQ

Discounting Tools in Salesforce CPQ

Subscription Pricing in Salesforce CPQ

Price Rules in Salesforce CPQ

Quote Templates in Salesforce CPQ

Salesforce CPQ Order Generation

Contract Amendments with Salesforce CPQ

Simplify Home Security Subscription Renewals