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