Salesforce CPQ Training Overview
This private, live online or in-person Salesforce CPQ Specialist training course teaches attendees how to deploy CPQ in their organization and helps them prepare for the Salesforce CPQ Specialist certification exam. This class is equivalent to the Configure and Administer a Salesforce CPQ Solution (CPQ301) class offered by Salesforce.
Location and Pricing
This course is taught as a private course in-person or online for teams of 3 or more. To receive a quote for online corporate training, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Ensure the creation of a technically valid quote through the configuration of products, including bundles and product rules
- Enforce the creation of a commercially viable quote through price books, price rules, and discounting methods
- Manage the quote process including document generation and advanced approvals
- Handle subscriptions and assets
- Handle amendments and renewals
- Track the quote to invoice process including orders and renewals
- Understand the different steps to a successful implementation
- Incorporate best practices for deployment and system maintenance
Prerequisites
Students should have taken Salesforce Administration in Lightning Experience or have equivalent experience with Salesforce.
Outline
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Course Introduction
- Course Aims and Overview
- Certification and Exam Review
- Scenario Introduction: GenWatt
- Setting up the Practice Environment
Package Installation and Customization
- Package Configuration
- Initial Deployment
- Patches and Upgrades
- Installing CPQ Packages
CPQ Overview
- The Lead To Cash Process
- The Lead to Cash Process
- What is CPQ and where does it fit into the lead to cash process?
- How End Users Use CPQ
- Review of Interfaces
- Building a Quote in the QLE
- Build a Simple Quote
- Technical Review
- CPQ Architecture Overview
Required Development Skills and Concepts
- Licensing and User Permissions
- Managing Licensing and Permissions
- Create new user and apply correct licensing and permissions
- Data Model Customization
- Data Model Management
- Twin field from Product object to Quote Line object
- Automation Options
- Declarative Automation
- Programmatic Options
Configuration
- Product and Pricebooks
- Product Types
- Configuring Products
- Use Cases For Multiple Price books
- Product Bundling
- Creating a bundle
- Product Code Configuration
- Configuration Attributes
- Option Constraints
- Advanced Bundling Concepts
- Product Rules
- Product Rule Types
- Lookup Queries
- Summary Variables
- User Interactions
- Favorites
- Search Filters
- Quote Groups
- Guided Selling
- Custom Actions
Pricing
- Pricing Methods
- Pricing Waterfall
- List vs Cost
- Block Pricing
- Contract Pricing
- Percent of Total Pricing
- Usage Based Pricing
- Localization and Multicurrency
- Discounting
- Additional Quote Discounts
- Discount Schedules
- Package and Option Discounts
- Partner and Distributor Discounts
- Contract Discounts
- Price Rules
- Price Rule Structure
- Calculation Events
- Use Case: Applying values from lookup tables
- Use Case: Bypass Formula Field Limits For Complex Calculations With Summary Variables
- Use Case: Update other objects
- Price Rule Best Practices
Quote Generation and Management
- Document generation
- Quote Templates
- Multidimensional Quotes
- Attachments and Additional Documents
- Translation
- Other Document Generation Options
- Approvals
- Standard Salesforce Approvals
- Advanced Approvals Module
- Interactions with Other Objects
- Syncing With Opportunities
- Order Generation
- Asset Generation
- Contract Generation
- Lifecycle Management
- Amendments and Addons
- Renewals
Advanced topics
- Lifecycle Management
- Quote Plugins and CPQ API
- E-Sign Integration
- Integration with Billing
Practice Exam and Question Review
Training Materials
All Salesforce training students receive comprehensive courseware.
Software Requirements
Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.
