Configure and Administer a Salesforce CPQ Solution

Discover how to administer end-to-end Salesforce Configure, Price, Quote (CPQ) solutions with out-of-the-box functionality. In this 5-day instructor-led course, learn how to configure products, create discount and pricing methods, and manage subscriptions in order to implement robust CPQ solutions that meet business requirements.

Who Can Benefit

• This course is designed for experienced Salesforce administrators, business analysts, and implementation specialists who are interested in gaining a technical understanding of Salesforce CPQ administration. It is also designed for solution architects, implementation consultants, and developers who are responsible for configuring CPQ solutions. This is also a great foundational course for anyone interested in earning their CPQ Specialist credential.

Skills Gained

• When you complete this class, you will be able to:
• Implement CPQ solutions that meet business requirements.
• Set up products, bundles, and product rules.
• Build price rules to automatically populate field values while quoting or configuring a bundle.
• Establish appropriate system discount and pricing methods.
• Configure dynamic output document generation.
• Manage subscription products, including renewal and amendment.

Course Content

Course outline

• Course Introduction
• Review Course Objectives
• Set Learner Expectations
• Establish Housekeeping Rules
• Explore Additional Course Resources
• Discuss Exam Quick Facts

• Introduction to CPQ
• Discover CPQ
• Understand the Business Case for CPQ
• Play an End-to-End Solution Demo
• Build a Quote

• Object Model Foundations
• Explore Products, Price Books, and Price Book Entries
• Review Product Fields Integral to Basic Salesforce CPQ Functionality

• Product Selection
• Modify Out-of-the-Box Button Behavior for Product Selection
• Create Dynamic Search Filters
• Review Guided Selling

• Bundle Configuration
• Define and Build Product Bundles
• Enforce Business Logic with Product Features

• Option Selection Guidelines
• Enforce Business Logic with Option Constraints

• Product Rules
• Define Product Rules
• Enforce Business Logic with Product Rules
• Build Product Rules Using Supporting Objects

• Pricing Methods
• Discover Pricing Waterfall Default Flows
• Review List Pricing, Cost Plus Markup, and Block Pricing
• Use Contracted Pricing for Negotiated Prices

• Subscription Pricing
• Configure Subscription and Proration Pricing Methods
• Understand how Subscription Pricing Methods Affect List and Regular Price

• Discounting
• Compare Discounting Strategies
• Build a Discount Schedule

• Price Rules
• Set Values for Quote and Quote Line Fields Declaratively
• Review CPQ Advanced Quote Calculator Events and Conditions
• Understand Price Action Sources
• Create Lookup Queries to Outsource Evaluation to a Lookup Object

• Advanced Approvals
• Compare and Contrast the Advanced and Native Approvals
• Define Key Approval Terms

• Quote Templates
• Generate Dynamic Output Documents
• Create Conditional Template Content

• Localization and Multicurrency
• Accommodate Localization
• Define Localization and How It Works in CPQ

• Orders
• Review Business Purposes of an Order
• Define the Data Model for Orders
• Describe Data Requirements To Generate Orders

• Contracts, Renewals, and Amendments
• Generate New Contracts To Manage Active Subscriptions
• Review Amendment and Renewal Processes
• Discover Renewal Pricing Methods

• Capstone
• Troubleshoot Common Scenarios in Salesforce CPQ
• Design a Solution