Introductie
Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and itsOmschrijving
Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You'll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company.Course IntroductionReview Course ObjectivesSet Learner ExpectationsReview Housekeeping RulesExplore Additional Course ResourcesReview Exam Quick FactsIntroduction to CPQUnderstand the Business Case for CPQWatch an End-to-End Solution DemoBuild a QuoteObject Model FoundationsGet Familiar with Products, Price Books, and Price Book EntriesReview Product Fields Integral to Basic Salesforce CPQ FunctionalityProduct SelectionModify Out-of-the-Box Button Behavior for Product SelectionReview Guided SellingBundle ConfigurationDefine and Build Product BundlesEnforce Business Logic with Product FeaturesOption Selection GuidelinesEnforce Business Logic with OptionDoelgroep(en)
This class is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It’s also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential.Inhoud
Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You'll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company.Leerdoel(en)
When you complete this course, you’ll be able to:Set Up Products, Bundles, and Product RulesBuild Price Rules to Automatically Populate Field Values While Quoting or Configuring a BundleSet Up Appropriate System Discounts and Pricing MethodsConfigure Dynamic Output Document GenerationManage Subscription Products (Including the Processes for Renewing and/or Amending Them)Formulate Sound Solutions to Common CPQ Business RequirementsMake Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam