Course Overview
Discover how to administer end-to-end Salesforce Configure, Price, Quote (CPQ) solutions with out-of-the-box functionality. In this 5-day instructor-led course, learn how to configure products, create discount and pricing methods, and manage subscriptions in order to implement robust CPQ solutions that meet business requirements.
Course Content
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
Who should attend
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.
Prerequisites
Prepare for your Trailhead course by completing this prework before your session starts.
- Configure and Administer a Salesforce CPQ Solution (CPQ301) Prework
Course Objectives
- 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.