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Salesforce CPQ Administration

The Salesforce CPQ Administration - Essentials training course provides the basic knowledge needed to set up, configure, and maintain a Salesforce CPQ instance, enabling your success with Salesforce CPQ.

This Salesforce CPQ Administration - Advanced training course provides a detailed and in-depth look at Salesforce CPQ and its applications.

In Salesforce CPQ Administration - Essentials workshop delegates will learn to:

  • 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.

In Salesforce CPQ Administration - Advanced workshop delegates will learn to:

  • Set up products, bundles, and product and pricing rules targeting several objects.
  • Lead the technical configuration of discounting, pricing methods, and output document generation.
  • Leverage the events, objects, settings, and methods of the contract creation, renewal, and amendment processes.
  • Formulate sound technical solutions to common CPQ business requirements.

This Salesforce CPQ Administration - Essentials class is ideal for new system administrators responsible for the setup, configuration, and maintenance of 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.

This course is also ideal for Experienced Administrators who will have prior experience implementing Salesforce CPQ solutions in a customer-facing role, as well as solution architects, implementation consultants, or developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ.

COURSE AGENDA

Salesforce CPQ Administration - Essentials
(Duration : 4 Days)

1

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.
2

Pricing Methods and Discounting

  • Pricing waterfall
  • List pricing, cost plus markup pricing, and block pricing
  • Contracted pricing
  • Tiered discounting
3

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
4

Contracts and Renewals

  • Transferring quote data to the account
  • Contract lifecycle with amendments and renewals
5

Quote Templates

  • Generating dynamic output documents
Salesforce CPQ Administration - Advanced
(Duration : 4 Days)

1

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, Validation Rules, Selection Rules, and Dynamic Bundles
2

Custom Actions and UI Customizations

  • Modifying out-of-the-box button behavior for product selection
  • Alternate quote line editor views
  • Guided selling decision trees and custom prompts
3

Pricing Methods and Discounting

  • Pricing Waterfall
  • List pricing, cost plus markup, and block pricing
  • Contracted pricing
  • Multi-Dimension Quoting
  • Tiered discounting
4

Price Rules and Lookup Objects

  • Declaratively setting values for Quote and Quote Line fields
  • Calculation events and conditions
  • Price Action sources, including static values, Summary Variables, formulas, and Lookup tables
  • Lookup objects and Lookup Queries
5

Contracting

  • Generate new contracts to bring quote data to the account
  • Amendment and renewal processes
  • Renewal pricing methods
6

Output Documents

  • Generating dynamic output documents
  • Conditional Template Content
  • Proposal coloring and branding
7

Localization

  • Accommodating translations

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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