Salesforce CPQ

Salesforce CPQ Syllabus

1. Introduction – CPQ Package Setting 2 Hours

• Update Package Settings

• Document Setting

• Groups

• Line Editor Setting

• Plugins

• Pricing and Calculations setting

• Subscriptions and Renewals Setting

• Quote Setting for our Org

• Order Setup for our org

• Additional Setting

2. Creating Quote 2 Hours

• Creating an Account, Contact, Opportunity and Quote

• Product configuration power on Quote

• Quote Line Editor Fields and setting

3. Product Configuration Power on Quoting System 5 Hours

• Product fields and use of each field on sales

• Product Bundle Settings

• Create Features for a Bundle

• Product Options for a Bundle

• Option Constraints for a Bundle

• Configuration Attributes for a Bundle

• Dynamic Bundles

Configure, Price and Quote

 Salesforce CPQ

4. Product Rules 3 Hours

• Create Product Rule

• Create Selection Product Rules and Using Lookup Queries

• Create Validation Product Rule

• Create Alert Product Rule

• Configuration Attribute

• Create a Dynamic Bundle (Using Filter)

4. Pricing 3 Hours

• Pricing Methods

• Manual Discounting

• Create a Discount Schedule

• Contracted Pricing

• Subscription Pricing

5. Pricing Rules 3 Hours

• Price Rules

• Price Rules using Lookup Queries

• Price Actions

• Summary Variables in CPQ

6. Contracting 2 Hours

• Create a Contract and Renewal Opportunity

• Amend a Contract

• Renewal Business and Renewing CPQ Contract

7. Quote Templates 4 Hours

• Quote Template Basics

Configure, Price and Quote

 Salesforce CPQ

• Custom Quote Template

8. Salesforce Advanced Approval Package 2 Hour

• Approval Rules Vs. Standard Approval Process

• Approval Conditions
• Smart Approvals
• Approval Variables

8. Salesforce Billing Basics (Complimentary topic) 1 Hour

• Importance of Billing Package

• Salesforce Billing Package level setting
• End to End flow from Salesforce CPQ to Salesforce billing
• MDQ

9. Salesforce CPQ Mini Project 2 Hour

• Automate your Quote-To-Cash processes with salesforce CPQ

• CPQ Process Design
• Streamlines the entire opportunity to Contract Process for “Quick Heal” Company.

Configure, Price and Quote