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Learn Salesforce CPQ Admin Fundamentals

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Learn Salesforce CPQ Admin Fundamentals

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

+23,600 pontos

Intermediário

Administrador

~24 h

Habilidades que você irá adquirir

Conclua a trilha para incrementar seu conhecimento. Saiba mais

Aprimoramento e otimização de processos

Automação de TI

Gerenciamento de configurações

Inteligência artificial generativa

Operações de negócios

Mostrar mais

Produtos

Sales Cloud

+23,600 pontos

Intermediário

Administrador

~24 h

+2.700 pontos

Módulo

Configurable Bundles in Salesforce CPQ

Learn how to create bundles of products using Salesforce CPQ.

~2 h 15 min

Learn About Configuration in the Sales Process

~25 min

Control the Configuration Experience

~5 min

Use Product Options to Construct Bundles

~25 min

Determine How Bundled Quote Lines Behave After Configuration

~5 min

Use Features to Organize Options

~25 min

Change the Feature User Experience

~25 min

Learn About Configured Code and Description

~25 min

hideOcultar 7 unidades

+800 pontos

Projeto

Personalize Smartwatches with Salesforce CPQ Attributes

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

~2 h

Set Up a CPQ-enabled org

~15 min

Create Smartwatch Attributes for Size and Accent

~15 min

Set a Default Value for an Engraving Attribute

~15 min

Place an Outlet Attribute into a Feature

~15 min

Create Attributes for Watch Band Styles

~15 min

Limit Color Choices Based on Material

~15 min

Create Twin Fields on the Quote Line

~15 min

Create Twin Fields on the Order Product

~15 min

showMostrar 8 etapas

+2.800 pontos

Módulo

Product Rules in Salesforce CPQ

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

~2 h

Get Started with Product Rules

~15 min

Put Conditions on Rules

~20 min

Decide When Rules Evaluate

~10 min

Make Rules for Specific Bundles

~20 min

Control Options with Selection Rules

~15 min

Discover Other Ways to Use Selection Rules

~10 min

Use Data from a Custom Object to Drive Rules

~10 min

Make a Dynamic Bundle with Filter Rules

~20 min

showMostrar 8 unidades

+500 pontos

Projeto

Create a Home Security Bundle with Product Rules

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

~1 h 10 min

Sign Up for a Trailhead Playground with Salesforce CPQ

~10 min

Create a Configurable Bundle with Options and Features

~15 min

Create an Alert Product Rule

~15 min

Create a Selection Product Rule

~15 min

Create a Validation Product Rule Using a Summary Variable

~15 min

showMostrar 5 etapas

+600 pontos

Projeto

Extra Mile: Configure a Solar Energy Bundle with Salesforce CPQ

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

~1 h 45 min

Sign Up for a Developer Edition Org with Salesforce CPQ

~15 min

Create a Solar Energy System Bundle

~15 min

Organize the Solar Bundle with Features

~15 min

Capture Solar Bundle Details with Attributes

~30 min

Ensure Proper Configuration with a Product Rule

~15 min

Consider Other Routes to Your Goal

~15 min

showMostrar 6 etapas

+500 pontos

Projeto

Create Search Filters to Quickly Find Salesforce CPQ Products

Add powerful, customized search filters to simplify product selection.

~1 h 15 min

Get Started with Search Filters in Salesforce CPQ

~15 min

Recreate Basic Filters and Make a Subscription Filter

~15 min

Discontinue Products Using a Hidden Filter

~15 min

Filter Dynamically Based on User’s Sales Region

~15 min

Create a Custom Action to Display Bundles in One Click

~15 min

showMostrar 5 etapas

+2.800 pontos

Módulo

Pricing Methods for Salesforce CPQ

Quote prices with precision using Salesforce CPQ pricing tools.

~2 h 25 min

Get Started with Salesforce CPQ for Pricing

~25 min

Identify Exceptions to Standard Pricing

~5 min

Implement Block Pricing

~25 min

Implement the Percent Of Total Pricing Method

~30 min

Implement Option Pricing Within Bundles

~25 min

Configure Cost Plus Markup Pricing

~5 min

Create Account-Based Contracted Pricing

~25 min

Enable Manual Overrides

~5 min

showMostrar 8 unidades

+2.400 pontos

Módulo

Discounting Tools in Salesforce CPQ

Automate discounts in CPQ based on volume or bundling.

~2 h 20 min

Use Salesforce CPQ for Discounting

~25 min

Explore Discount Options Within Bundles

~5 min

Set Up Volume-Based Discount Schedules

~30 min

Configure Quantities for Discount Schedules

~10 min

Filter Discount Schedules by Records and Fields

~25 min

Override Volume-Based Discounts

~25 min

Apply Manual Discounts

~10 min

Configure Partner and Distributor Discounts

~10 min

showMostrar 8 unidades

+2.300 pontos

Módulo

Subscription Pricing in Salesforce CPQ

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

~1 h 25 min

Get Started with Subscription Pricing

~15 min

Set Up Your First Subscription Product

~15 min

Learn About Date Fields and Proration

~10 min

Create a Multidimensional Quote

~15 min

Customize Your Multidimensional Quotes

~10 min

Give Discounts for Long Subscriptions

~15 min

Explore Other Ways to Affect Subscription Pricing

~5 min

showMostrar 7 unidades

+2.300 pontos

Módulo

Price Rules in Salesforce CPQ

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

~1 h 40 min

Get Started with Salesforce CPQ Price Rules

~15 min

Replace List Price Using a Simple Price Rule

~20 min

Formulate Your Conditions and Actions

~15 min

Learn When to Use the Special Price Field

~10 min

Summarize Data with Summary Variables

~20 min

Consolidate Price Rules by Using Lookup Queries

~10 min

Sequence Price Rules for Correct Calculations

~10 min

showMostrar 7 unidades

+2.000 pontos

Módulo

Quote Templates in Salesforce CPQ

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

~1 h 50 min

Get Started with Quote Templates in Salesforce CPQ

~20 min

Create Your First Quote Template

~10 min

Structure a Customized Quote Template

~20 min

Add Conditions to Template Sections

~10 min

Show Quote Line Data in a Table

~10 min

Rearrange the Line Item Table

~10 min

Insert Visualforce Content and Troubleshoot Templates

~10 min

Show Dynamic Quote Terms

~20 min

showMostrar 8 unidades

+1.600 pontos

Módulo

Salesforce CPQ Order Generation

Use Salesforce CPQ to generate multiple orders quickly and accurately.

~50 min

Get Started with Salesforce CPQ Order Generation

~15 min

Generate Your First Order

~5 min

Generate Multiple Orders from a Single Quote

~15 min

Automatically Split a Quote into Multiple Orders

~15 min

showMostrar 4 unidades

+1.700 pontos

Módulo

Contract Amendments with Salesforce CPQ

Use Salesforce CPQ to change existing quotes and contracts.

~1 h 40 min

Get Started with Salesforce CPQ Amendments

~25 min

Change an Existing Contract

~30 min

Discover More Ways to Amend Contracts

~25 min

Learn About Pricing and Bundling Considerations

~10 min

Explore Significant Date Fields and Multidimensional Quoting

~10 min

showMostrar 5 unidades

+600 pontos

Projeto

Simplify Home Security Subscription Renewals

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

~1 h 25 min

Sign Up for a Trailhead Playground with Salesforce CPQ

~15 min

Create a Quote with Subscription Products

~15 min

Generate Orders, Assets, Contracts, and Subscriptions

~15 min

Generate a Renewal Opportunity for Forecasting

~15 min

Amend a Contract

~15 min

Create a Quote for a Renewal Contract

~10 min

showMostrar 6 etapas

~24 h

Descubra mais

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