Salesforce CPQ Admin Essentials for New Administrators
foundational training providing you with the basic knowledge needed to set up, configure, and maintain a Salesforce CPQ instance, enabling your success with Salesforce CPQ. We recommend new administrators take this course before starting a Salesforce CPQ implementation or when taking over an existing implementation.
Duration: 40-45hrs
Course Content:
- 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.
- Pricing Methods and Discounting
- Pricing waterfall
- List pricing, cost plus markup pricing, and block pricing
- Contracted pricing
- Tiered discounting
- Price Rules
- 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
- Contracts and Renewals
- Transferring quote data to the account
- Contract lifecycle with amendments and renewals
- Quote Templates
- Generating dynamic output documents