Configure and Administer a Salesforce CPQ Solution (CPQ301)

Detailed Course Outline

Course Introduction

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

Introduction to CPQ

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

Object Model Foundations

  • Get Familiar with 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
  • 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 (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles)
  • Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes)

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 Calculation Events and Conditions
  • Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables)
  • Create Lookup Queries to Outsource Evaluation to a Lookup Object

Advanced Approvals

  • Compare and Contrast the Advanced Approval Package Versus Native Approvals
  • Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements

Quote Templates

  • Generate Dynamic Output Documents
  • Create Conditional Template Content

Localization and Multicurrency

  • Make Accommodations for Localization
  • Define Localization and How It Works in CPQ

Orders

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

Contracts, Renewals, and Amendments

  • Generate New Contracts to Manage Active Subscriptions Related to an Account
  • Review Amendment and Renewal Processes
  • Review Renewal Pricing Methods

Capstone

  • Class Project: Troubleshoot Common Scenarios in Salesforce CPQ
  • Design a Solution