Curriculum
- 1 Section
- 16 Lessons
- 5 Days
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- Topics16
- 1.1Lessons and Topics Course Introduction Review Course Objectives Set Learner Expectations Review Housekeeping Rules Explore Additional Course Resources Review Exam Quick Facts
- 1.2Introduction to CPQ Understand the Business Case for CPQ Watch an End-to-End Solution Demo Build a Quote
- 1.3Object Model Foundations Get Familiar with Products, Price Books, and Price Book Entries Review Product Fields Integral to Basic Salesforce CPQ Functionality
- 1.4Product Selection Modify Out-of-the-Box Button Behavior for Product Selection Review Guided Selling
- 1.5Bundle Configuration Define and Build Product Bundles Enforce Business Logic with Product Features
- 1.6Option Selection Guidelines Enforce Business Logic with Option Constraints
- 1.7Product 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)
- 1.8Pricing Methods Discover Pricing Waterfall Default Flows Review List Pricing, Cost Plus Markup, and Block Pricing Use Contracted Pricing for Negotiated Prices
- 1.9Subscription Pricing Configure Subscription and Proration Pricing Methods Understand How Subscription Pricing Methods Affect List and Regular Price
- 1.10Discounting Compare Discounting Strategies Build a Discount Schedule
- 1.11Price 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
- 1.12Advanced 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
- 1.13Quote Templates Generate Dynamic Output Documents Create Conditional Template Content
- 1.14Localization and Multicurrency Make Accommodations for Localization Define Localization and How It Works in CPQ
- 1.15Orders Review Business Purposes of an Order Define the Data Model for Orders Define Data Requirements to Generate Orders
- 1.16Contracts, Renewals, and Amendments Generate New Contracts to Manage Active Subscriptions Related to an Account Review Amendment and Renewal Processes Review Renewal Pricing Methods
Bundle Configuration Define and Build Product Bundles Enforce Business Logic with Product Features
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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)
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