Salesforce CPQ Admin Essentials for Experienced Administrators

Course Details
Code CPQ-211
Tuition (USD): $3,600.00 • Classroom (4 days)
$3,600.00 • Virtual (4 days)

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
Course Details
Code CPQ-211
Tuition (USD): $3,600.00 • Classroom (4 days)
$3,600.00 • Virtual (4 days)