Salesforce CPQ

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Course Content

Introduction to Salesforce:

  • What is CRM?
  • What is CPQ?
  • Package Setup and Configuration
  • CPQ and its features.

Package Setting & Products:

  • Update Package Settings
  • Update Product Fields

Creating Quote:

  • Creating an Account, Contact, Opportunity and Quote

Configuration:

  • Product Bundle Settings
  • Create Features for a Bundle
  • Create Product Options for a Bundle
  • Create Option Constraints for a Bundle
  • Create Configuration Attributes for a Bundle
  • Update Product Fields

Product Rule:

  • Create Product Rule
  • Create Selection Product Rules
  • Create Validation Product Rule
  • Configuration Attributes
  • Rules with Lookup Queries
  • Update Product Fields

Dynamic Bundles:

  • Create a Dynamic Bundle

Custom Actions:

  • Create Custom Action
  • Default Custom Action

Guided Selling:

  • Guided Selling

Package Settings:

  • Update Package Settings

Quote Line Editor UI:

  • Pricing Fields
  • Alternate Quote Line Views

Pricing:

  • Price Waterfall
  • Manual Discounting
  • Create a Discount Schedule
  • Pricing Methods
  • Contracted Pricing
  • Subscription Pricing
  • Multi-Dimensional Quoting

Pricing Rules:

  • Create Price Rules

Contracting:

  • Create a Contract and Renewal Opportunity
  • Amend a Contract
  • Create a Renewal Quote

Quote Templates:

  • Quote Template Basics

Custom Quote Template


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