Salesforce CPQ for Administrators Training Course

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 Conclusion