CPQ211

Salesforce CPQ Admin Essentials for Experienced Administrators

Request more info

Boost your business revenue exponentially with Salesforce CPQ Admin Essentials for Experienced Administrators. Learn how to get the most out of your CPQ Salesforce software and help your sales teams sell more and better across all channels. Make your value propositions to clients more effective. This training will increase your knowledge of Salesforce Advanced Administration and enable you to increase your business logic by automating processes to streamline your tasks and those of your teams.

Course Highlights

Location

Virtual or in-person

Schelude

32 hours

Teach

English

List

Salesforce certified instructors

Group

Small class size

Certificate
Course
Trailhead Academy Authorized Training Provider

Outcomes

When you complete this course, you will be able to:

  • Set up products, bundles, and product and pricing rules targeting several objects.
  • Lead the technical configuration of discounting, pricing methods, and output document generation.
  • Leverage the events, objects, settings, and methods of the contract creation, renewal, and amendment processes.
  • Formulate sound technical solutions to common CPQ business requirements.
  • Make significant progress in preparing for the Salesforce Certified CPQ Specialist exam.

Who is it for?

Covering all the topics from the Salesforce CPQ Admin Essentials for New Administrators but with greater technical emphasis, this course will also provide guidance on design implications and use cases for hands-on exercises. The class is designed for experienced Administrators who will have prior experience implementing Salesforce CPQ solutions in a customer-facing role, as well as solution architects, implementation consultants, or developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ.

Requirements

  • Salesforce Administration Advanced knowledge
  • Prepare for the course with the Trailmix 'Salesforce CPQ Admin Essentials for Experienced Administrators Prework'
  • https://trailhead.salesforce.com/en/users/tacademy/trailmixes/salesforce-cpq-admin-essentials-for-experienced-administrators-p

Content & Methodology

  • Product fields and related objects integral to basic Salesforce CPQ functionality
  • Configurable Product Bundles and the resulting user interface and experience
  • Enforcing business logic with Product Features, Option Constraints, Validation Rules, Selection Rules, and Dynamic Bundles
  • Modifying out-of-the-box button behavior for product selection
  • Alternate quote line editor views
  • Guided selling decision trees and custom prompts
  • Pricing Waterfall
  • List pricing, cost plus markup, and block pricing
  • Contracted pricing
  • Multi-Dimension Quoting
  • Tiered discounting
  • Declaratively setting values for Quote and Quote Line fields
  • Calculation events and conditions
  • Price Action sources, including static values, Summary Variables, formulas, and Lookup tables
  • Lookup objects and Lookup Queries
  • Generate new contracts to bring quote data to the account
  • Amendment and renewal processes
  • Renewal pricing methods
  • Generating dynamic output documents
  • Conditional Template Content
  • Proposal coloring and branding
  • Accommodating translations

Skill up for the future with ISDI CRM

Join the Salesforce Revolution and boost your business growth.

Show me more

Solutions for Companies

Enable your teams with customized learning programs aligned with your business goals.

Accelerate your team´s success

"ISDICRM allows us to quickly gain a better understanding of Salesforce capabilities. We are now able to make a bigger impact on our clients"

Solutions for Companies

Ricardo Forcano, CIO

They already trust us

Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies

Stay tuned!

Subscribe and stay tuned for the latest news and updates

We use our own and third-party cookies to improve our services by analyzing your browsing. If you continue browsing it will mean that you consent to its use. More information in our Cookies Policy more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close