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Course Outline
Introduction
- Standard Salesforce Quote vs Salesforce CPQ
Overview of Salesforce CPQ Architecture
Set up and Configuration
Product Selection
- Product fields and objects
Bundling and Configuration Rules
- Configurable Product Bundles
- User interface and experience
Enforcing Business Logic
- Product Features, Option Constraints, and Simple Validation and Selection Product Rules
Pricing and Discounting
- Pricing waterfall
- List pricing, cost plus markup pricing and block pricing
- Contracted pricing
- Tiered discounting
Quote Output Generation
- Programming the values for Quote and Quote Line fields
- Transferring quote data to the account
Price Actions
- Events and conditions for executing Price Actions
- Price Action sources (static values and Summary Variables)
Contracting Process
- Contract lifecycle with amendments and renewals
Generating dynamic output documents
Troubleshooting Salesforce CPQ
Summary and Next Steps
Requirements
- Familiarity with the Salesforce Classic interface is helpful
- Experience with Salesforce features such as creating custom fields and picklist values
Audience
- Beginning administrators
- Consultants
- Sales OPS
- IT managers
- Power users
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
Please see our public courses
Testimonials (1)
application scenarios introduction
