Salesforce CPQ for Administrators Training Course

Course Code

salesforcecpq

Duration

14 hours (usually 2 days including breaks)

Requirements

  • Familiarity with the Salesforce Classic interface is helpful
  • Experience with Salesforce features such as creating custom fields and picklist values

Overview

Salesforce CPQ (formerly Steelbrick CPQ) is a highly configurable “Quote-to-Cash” application built on top of the Salesforce platform and is used for efficiently generating and delivering quotes, contracts and invoices to customers.

In this instructor-led, live training, participants will learn the architecture, design and operational features that make up Salesforce CPQ as they step through the set up, configuration and maintenance of a sample Salesforce CPQ installation.

Audience

  • Beginning administrators
  • Consultants
  • Sales OPS
  • IT managers
  • Power users

Format of the course

  • Part lecture, part discussion, exercises and heavy hands-on practice

Course Outline

Introduction

  • Standard Salesforce Quote vs Salesforce CPQ

Overview of Salesforce CPQ Architecture

Set up and Configuration

Product Selection

  • Product fields and objects

Bundling and Configuration Rules

  • Configurable Product Bundles
  • User interface and experience

Enforcing Business Logic

  • Product Features, Option Constraints, and Simple Validation and Selection Product Rules

Pricing and Discounting

  • Pricing waterfall
  • List pricing, cost plus markup pricing and block pricing
  • Contracted pricing
  • Tiered discounting

Quote Output Generation

  • Programming the values for Quote and Quote Line fields
  • Transferring quote data to the account

Price Actions

  • Events and conditions for executing Price Actions
  • Price Action sources (static values and Summary Variables)

Contracting Process

  • Contract lifecycle with amendments and renewals

Generating dynamic output documents

Troubleshooting Salesforce CPQ

Summary and Conclusion

Testimonials

★★★★★
★★★★★

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