Course outline

Salesforce CPQ Admin Essentials for New Administrators

Categories: Guaranteed To Run™, Salesforce

salesforce

Duration: 2 Days

Hands-on foundational training providing you with the basic knowledge needed to set up, configure, and maintain a Salesforce CPQ instance, enabling your success with Salesforce CPQ. We recommend new administrators take this course before starting a Salesforce CPQ implementation or when taking over an existing implementation.

  • Set up products, bundles, and product and pricing rules.
  • Advise and implement out-of-box configuration of discounting, pricing methods, and output document generation.
  • Navigate the essential events and objects fundamental to the contract creation, renewal, and amendment process.
  • Initiate a solid and direct learning path toward passing the Salesforce Certified CPQ Specialist exam.

Familiarity with the Salesforce Classic interface and experience with creating custom fields and picklist values is helpful, but not necessary.

This course is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce CPQ application. Also for sales ops, IT managers, power users, and other users who would benefit from a deeper knowledge and understanding of the capabilities of Salesforce CPQ.

Products, Bundling, Product Rules

  • Product fields and related objects integral to basic Salesforce CPQ functionality
  • Configurable Product Bundles and the resulting user interface and experience
  • Enforcing business logic with Product Features, Option Constraints, and simple Validation and Selection Product Rules.

Pricing Methods and Discounting

  • Pricing waterfall
  • List pricing, cost plus markup pricing,and block pricing
  • Contracted pricing
  • Tiered discounting

Price Rules

  • Programmatically setting values for Quote and Quote Line fields
  • Events and conditions and leading to the execution of Price Actions
  • Price Action sources, including static values and Summary Variables

Contracts and Renewals

  • Transferring quote data to the account
  • Contract lifecycle with amendments and renewals

Quote Templates

  • Generating dynamic output documents

Feel free to contact us, if you want to know the price and location of this course. A Digital Revolver representative will contact you shortly to help you with your inquiry.
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  • Guaranteed to Run™. This ensures you will attend the instructor led class or live online class you want as scheduled without any disruptive cancellations*. You book the training you need, get back to focusing on your job and are sure your training requirements will be met saving time, money and ensuring peace of mind.
  • This schedule icon the schedule indicates that this date/time will be conducted as Instructor Led Training (ILT) or a Virtual Instructor Led Training (VILT) depending on the indicated class availablity.
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