Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You’ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company.
When you complete this course, you’ll be able to:
Set Up Products, Bundles, and Product Rules
Build Price Rules to Automatically Populate Field Values While Quoting or Configuring a Bundle
Set Up Appropriate System Discounts and Pricing Methods
Configure Dynamic Output Document Generation
Manage Subscription Products (Including the Processes for Renewing and/or Amending Them)
Formulate Sound Solutions to Common CPQ Business Requirements
Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam
Who Can Benefit
This class is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It’s also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential.
Lessons and Topics
Review Course Objectives
Set Learner Expectations
Review Housekeeping Rules
Explore Additional Course Resources
Review Exam Quick Facts
Introduction to CPQ
Understand the Business Case for CPQ
Watch an End-to-End Solution Demo
Build a Quote
Object Model Foundations
Get Familiar with Products, Price Books, and Price Book Entries
Review Product Fields Integral to Basic Salesforce CPQ Functionality
Modify Out-of-the-Box Button Behavior for Product Selection
Review Guided Selling
Define and Build Product Bundles
Enforce Business Logic with Product Features
Option Selection Guidelines
Enforce Business Logic with Option Constraints
Define Product Rules
Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles)
Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes)
Discover Pricing Waterfall Default Flows
Review List Pricing, Cost Plus Markup, and Block Pricing
Use Contracted Pricing for Negotiated Prices
Configure Subscription and Proration Pricing Methods
Understand How Subscription Pricing Methods Affect List and Regular Price
Compare Discounting Strategies
Build a Discount Schedule
Set Values for Quote and Quote Line Fields Declaratively
Review CPQ Advanced Quote Calculator Calculation Events and Conditions
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.
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
Does ExitCertified deliver group training?
Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
ExitCertified instructors have an average of 27 years of practical IT experience. They have also served as consultants for an average of 15 years. To stay up to date, instructors will at least spend 25 percent of their time learning new emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact firstname.lastname@example.org.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
it was good and very informative. Instructure covered everything in detail.
You get detailed labs to guide you through the technical material giving you a hands on method of learning otherwise difficult material.
Provided good amount of material and a great instructor to teach the material.
ExitCertified provided a very organized way to learn and provided materials to follow along.
The course was informative, and I learnt a new skill. The instructor was up to the point.