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.
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
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.
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
List pricing, cost plus markup, and block pricing
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
Multi-tiered approval processes, with serial and parallel approval steps
Dynamically assigning approvers within an approval workflow
Smart approval rule configuration
Generate new contracts to bring quote data to the
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
https://www.exitcertified.com/training/salesforce/administrator/cpq-admin-51966-detail.htmlCPQ-211Salesforce CPQ Admin Essentials for Experienced Administratorshttps://assets.exitcertified.com/assets/CourseImages/0b00c2bf0a/AdobeStock_112581843__FitMaxWzEwMDAsMTAwMF0.jpg3600.00USDInStock/Training/Salesforce/AdministratorComprehensive and hands-on, this course is essential for CPQ administrators by providing a detailed and in-depth look at...3600.00SalesforceClassroom2017-03-15T11:42:36+00:00USD