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