Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ 211)

Course Modality

Instructor-led (classroom)

Course Level

Beginner

Course Time

Virtual (4 days)

Course Language

English

Course Overview

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.

Prerequisites

There are no prerequisites for this course.

Intended Audience

Covering all the topics from the Salesforce CPQ Admin Essentials for New Administrators but with 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.

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 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.
  • Formulate sound technical solutions to common CPQ business requirements.
  • Make significant progress in preparing for 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, 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
  • Guided selling decision trees and custom prompts

Pricing Methods and Discounting

  • Pricing Waterfall
  • List pricing, cost plus markup, and block pricing
  • Contracted pricing
  • Multi-Dimension Quoting
  • Tiered discounting

Price Rules and Lookup Objects

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

Contracting

  • Generate new contracts to bring quote data to the account
  • Amendment and renewal processes
  • Renewal pricing methods

Output Documents

  • Generating dynamic output documents
  • Conditional Template Content
  • Proposal coloring and branding

Localization

  • Accommodating translations

 

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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