Salesforce CPQ Admin Essentials for New Administrators (CPQ 201)

Course Modality

In-person (2 days)

Course Level

Beginner

Course Time

Virtual (2 days)

Course Language

English

Course Overview

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.

Prerequisites

There are no prerequisites for this course.

Intended Audience

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.

Why The DataTech Labs ?

Self-Paced Online Video

A 360-degree learning approach that you can adapt to your learning style

A 360-degree learning approach that you can adapt to your learning style

Engage and learn more with these live and highly-interactive classes alongside your peers

24/7 Teaching Assistance

24/7 Teaching Assistance Keep engaged with integrated teaching

Online Practice Labs

Projects provide you with sample work to show prospective employers.

Applied Projects

Real-world projects relevant to what you’re learning throughout the program

Learner Social Forums

A support team focused on helping you succeed alongside a peer community

Skill Covered

  • 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.

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Course Curriculum

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

  • 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

Recommended Exams

salesforce-certified-professional

CPQ Specialist

The Salesforce CPQ Specialist credential is designed for individuals who have experience implementing Salesforce CPQ. This credential is a great way to demonstrate skills and knowledge in designing, building, and implementing quoting flows with Salesforce CPQ.

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