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Salesforce CPQ Admin Essentials for New Administrators

  • Tuition USD $1,800
  • Reviews star_rate star_rate star_rate star_rate star_half 945 Ratings
  • Course Code CPQ-201
  • Duration 2 days
  • Available Formats Classroom, Virtual

Hands-on 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.

Skills Gained

  • Set up products, bundles, and product and pricing rules.
  • Advise and implement out-of-box configuration of discounting, pricing methods, and output document generation.
  • Navigate the essential events and objects fundamental to the contract creation, renewal, and amendment process.
  • Initiate a solid and direct learning path toward passing the Salesforce Certified CPQ Specialist exam.

Who Can Benefit

This course is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce CPQ application. Also for sales ops, IT managers, power users, and other users who would benefit from a deeper knowledge and understanding of the capabilities of Salesforce CPQ.

Prerequisites

None. Familiarity with the Salesforce Classic interface and experience with creating custom fields and picklist values is helpful, but not necessary

Course Details

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

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

I ended up taking an iMVP class; I was originally skeptical, as other online classes have had issues, but ExitCertified puts a little more effort into this, including making sure you have a good headset and camera to keep the classes more interactive, and they also provide better back-office support to their trainers than other vendors. I do recommend the iMVP over the classroom.

The Course material and lab infrastructure and the overall Experience is very good.

Great facility with good selection of drinks and small snacks. Equipment also worked flawlessly.

Registration process was smooth. Follow-up reminders and content was timely. Great execution!

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9 options available

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  • Sep 28, 2020 Sep 29, 2020 (2 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM EDT
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  • Oct 12, 2020 Oct 13, 2020 (2 days)
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    08:30 AM 05:00 PM EDT
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  • Oct 19, 2020 Oct 20, 2020 (2 days)
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    Time
    08:30 AM 05:00 PM PDT
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  • Nov 9, 2020 Nov 10, 2020 (2 days)
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    Time
    08:30 AM 05:00 PM EST
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  • Nov 23, 2020 Nov 24, 2020 (2 days)
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    Time
    08:30 AM 05:00 PM PST
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  • Dec 7, 2020 Dec 8, 2020 (2 days)
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    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM EST
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  • Dec 21, 2020 Dec 22, 2020 (2 days)
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    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PST
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  • Jan 4, 2021 Jan 5, 2021 (2 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM CST
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  • Jan 18, 2021 Jan 19, 2021 (2 days)
    Location
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    Language
    English
    Time
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