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Salesforce CPQ Admin Essentials for Experienced Administrators

  • Tuition USD $3,600
  • Reviews star_rate star_rate star_rate star_rate star_half 1451 Ratings
  • Course Code CPQ-211
  • Duration 4 days
  • Available Formats Classroom, Virtual

Comprehensive and hands-on, this course is essential for CPQ administrators by providing a detailed and in-depth look at Salesforce CPQ and its applications. We recommend experienced 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 targeting several objects.
  • Lead the technical configuration of discounting, pricing methods, and output document generation.
  • Leverage the events, objects, settings, and methods of the contract creation, renewal, and amendment processes.
  • Harness Salesforce CPQ’s advanced capabilities and explore the possibility of more customized solutions and development.
  • Utilize Advanced Approvals in conjunction with Salesforce CPQ quoting processes.
  • Formulate sound technical solutions to common CPQ business requirements.
  • Make significant progress in preparing for the Salesforce Certified CPQ Specialist exam.

Who Can Benefit

  • Covering all the topics from the Salesforce CPQ Admin Essentials for New Administrators but with a greater technical emphasis, this course will also provide guidance on design implications and use cases for hands-on
  • exercises. The class is designed for experienced Administrators who will have prior experience implementing Salesforce CPQ solutions in a customer-facing role, as well as solution architects, implementation consultants, or developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ

Prerequisites

  • A strong Salesforce Admin background is assumed for this course. Salesforce Administrator certification is strongly recommended. You do not need to complete Salesforce CPQ Admin Essentials for New Administrators to take this course.

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, Validation Rules, Selection Rules, and Dynamic Bundles

Custom Actions and UI Customizations

  • Modifying out-of-the-box button behavior for product selection
  • Alternate quote line editor views

Pricing Methods and Discounting

  • Guided selling decision trees and custom prompts
  • Pricing Waterfall
  • List pricing, cost plus markup, and block pricing
  • Contracted pricing
  • Multi-Dimension Quoting
  • Tiered discounting

Price Rules and Lookup Objects

  • Programmatically setting values for Quote and Quote Line fields
  • Advanced events and conditions
  • Price Action sources, including static values, Summary Variables, formulas, and Lookup tables
  • Lookup objects and Lookup Queries

Advanced Approvals

  • Advanced Approvals
  • Multi-tiered approval processes, with serial and parallel approval steps
  • Dynamically assigning approvers within an approval workflow
  • Smart approval rule configuration

Contracting

  • Generate new contracts to bring quote data to the
  • account

Renewals and Amendments

  • Amendment and renewal processes
  • Renewal pricing methods and replacement products
  • Account co-termination behavior
  • Best practices: Add-ons vs Amendments
  • Bundling concerns for amendments

Output Documents and Docusign

  • Generating dynamic output documents
  • Conditional Template Content
  • Proposal coloring and branding
  • Enabling output document for Docusign e-signatures

Localization and Multi-Currency

  • Accommodating translations and multiple currencies

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.

Does ExitCertified deliver group training?

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.

Instructions were clear, lab exercises were pertinent and self-explanatory, topic was thoroughly covered in the presented course material.

Very good overview and Intro to AWS. Just the right amount of information.

Ray is excellent instructor, very friendly & skilled.. the course is effective, interactive, lots of practice..

Great learning center. My first online class experience -- went better than I anticipated.

It was a pretty good general overview. To actually use this stuff, however, I recognize that there would need to be a further dive.

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  • Nov 30, 2020 Dec 3, 2020 (4 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM CST
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  • Dec 7, 2020 Dec 10, 2020 (4 days)
    Location
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    Language
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    Time
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    LIMITED TIME: Get 15% off this course.  Promo Code: FLASH15
  • Jan 11, 2021 Jan 14, 2021 (4 days)
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  • Jan 25, 2021 Jan 28, 2021 (4 days)
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    Language
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  • Jan 25, 2021 Jan 28, 2021 (4 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM EST
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