Salesforce CPQ Solution (CPQ301)
Learn how to set up an end-to-end Salesforce CPQ solution that includes pre-configured features. Our specialists will provide you with a thorough overview of Salesforce CPQ and its applications during this session. In order to successfully install a Salesforce CPQ solution for your business, you’ll learn how to set up and manage products, design pricing and discount strategies, build and manage subscriptions, and formulate solutions to fulfill common CPQ business requirements.
Overview
The Salesforce CPQ Solution (CPQ301) certification attests to one’s proficiency with setting up, managing, and putting into use Salesforce’s CPQ solutions. Professionals that create CPQ solutions, configure price and quote templates, and oversee products in Salesforce are the target audience for this tool. These experts automate quoting-related tasks and match the solution to business needs that optimize efficiency. This certification is used by industries because it shows competence in managing intricate business operations using the Salesforce platform, guaranteeing increased sales productivity, precise price quotes, efficient discount administration, and appropriate pricing rule application. For this reason, it’s an essential qualification in domains where quotation and pricing play major roles.
Who should take this course?
Experienced Salesforce administrators, business analysts, and implementation specialists who want to learn more about the technical aspects of Salesforce CPQ administration should take this course. In order to create solutions for their businesses, it is also intended for seasoned administrators, solution architects, implementation consultants, and developers who want to fully grasp Salesforce CPQ. For those who wish to obtain the Salesforce CPQ Specialist certification, this course is an excellent way to strengthen their foundation.
Course Prerequisites
In order to be certified as a Salesforce CPQ Solutions Administrator, the following prerequisites must be met:
1) Completion of the Salesforce Administrator certification or equivalent knowledge.
2) Previous experience with Salesforce CPQ and other Salesforce Cloud solutions.
3) Competency in the Sales process, including producing quotations.
4) Familiarity with back-end and front-end integration approaches with Salesforce (e.g. APIs, Apex, Lightning Connect).
5) Ability to understand and configure CPQ product rules and related advanced topics.
6) Competency in understanding business process flows for CPQ.
7) Working knowledge of Salesforce user setup, permissions, and system configuration.
1) Completion of the Salesforce Administrator certification or equivalent knowledge.
2) Previous experience with Salesforce CPQ and other Salesforce Cloud solutions.
3) Competency in the Sales process, including producing quotations.
4) Familiarity with back-end and front-end integration approaches with Salesforce (e.g. APIs, Apex, Lightning Connect).
5) Ability to understand and configure CPQ product rules and related advanced topics.
6) Competency in understanding business process flows for CPQ.
7) Working knowledge of Salesforce user setup, permissions, and system configuration.
What you will Learn in this Configure and Administer a Salesforce CPQ Solution (CPQ301) Course?
The course “Configure and Administer a Salesforce CPQ Solution” (CPQ301) aims to provide students with a thorough understanding of the terms, features, and concepts of Salesforce CPQ. Configuring bundles, prices, outputs, and custom actions would be taught to the participants. They will acquire the knowledge and abilities necessary to oversee complicated selling scenarios, optimize the quotation process, and administer CPQ solutions. Enhancing participants’ knowledge and skill in product configuration, quotation templates, modifications, renewals, consultation, and the CPQ object data model are other goals of the training. In the end, this course is intended to help students get ready for the Salesforce CPQ Specialist Certification test.
Our Package
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
Upcoming Batch
April 20th (Weekends)
FRI & SAT (4 Weeks)
08:30 PM to 01:00 AM (CDT)
April 18th (Weekdays)
MON – FRI (18 Days)
10:00 AM to 12:00 PM (CDT)
Salesforce CPQ Solution (CPQ301) FAQs
Q. What is Salesforce CPQ Solution (CPQ301)?
Ans.
The Salesforce CPQ Solution (CPQ301) certification validates expertise in configuring, administering, and implementing Salesforce’s CPQ solutions. It’s designed for professionals who build CPQ solutions, set up pricing and quote templates, and manage products in Salesforce.
Q. What is Course Prerequisites?
Ans.
In order to be certified as a Salesforce CPQ Solutions Administrator, the following prerequisites must be met:
1) Completion of the Salesforce Administrator certification or equivalent knowledge.
2) Previous experience with Salesforce CPQ and other Salesforce Cloud solutions.
3) Competency in the Sales process, including producing quotations.
4) Familiarity with back-end and front-end integration approaches with Salesforce (e.g. APIs, Apex, Lightning Connect).
5) Ability to understand and configure CPQ product rules and related advanced topics.
6) Competency in understanding business process flows for CPQ.
7) Working knowledge of Salesforce user setup, permissions, and system configuration.
Q. Target Audience for Salesforce CPQ Solution (CPQ301) Certification Training?
Ans.
– Salesforce professionals who want to gain a deeper understanding of CPQ solutions.
– System administrators aiming to master Salesforce CPQ capabilities.
– Salesforce consultants seeking to expand their skillset.
– Salesforce developers looking to integrate CPQ solutions in their work.
– Business analysts working with Salesforce CPQ.
– Individuals planning to take the Salesforce CPQ Specialist Certification.
Q. What is the Learning Objectives of Salesforce CPQ Solution (CPQ301)?
Ans.
The learning objectives of the Configure and Administer a Salesforce CPQ Solution (CPQ301) course include gaining a comprehensive understanding of the concepts, terminologies, and features of Salesforce CPQ. The participants would learn to configure bundles, pricing, outputs, and custom actions. They will develop skills to administer CPQ solutions, optimize the quoting process and learn how to manage complex selling scenarios. The course also targets to enhance participants’ knowledge and proficiency in product configuration, consulting, quote templates, CPQ object data model, amendments, and renewals. Ultimately, this course is designed to prepare individuals for the Salesforce CPQ Specialist Certification exam.
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