The Salesforce CPQ Admin Essentials for New Administrators (CPQ201) course is designed to provide administrators with the knowledge and skills needed to set up, configure, and maintain the Salesforce CPQ (Configure, Price, Quote) solution. Through the course, learners will gain a deep understanding of how to manage the CPQ platform to meet their company's sales process and pricing needs.
Beginning with Module 1, participants will delve into product fields and their related objects, learn how to create configurable product bundles, and apply business logic through product rules. Module 2 focuses on the pricing waterfall and different pricing methods such as list pricing and block pricing, as well as discounting strategies like tiered discounting. In Module 3, learners will explore how to use price rules to dynamically adjust pricing on quotes. Module 4 covers the contract lifecycle, including amendments and renewals. Finally, Module 5 teaches how to create professional quote templates for dynamic output documents.
By the end of the course, learners will possess the essential skills to effectively administer Salesforce CPQ, improving their organization's sales efficiency and accuracy.
This is a Rare Course and it can be take up to 3 weeks to arrange the training.
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♱ Excluding VAT/GST
Classroom Training price is on request
To ensure a successful learning experience in the Salesforce CPQ Admin Essentials for New Administrators (CPQ201) course, participants should meet the following minimum prerequisites:
These prerequisites are designed to provide a foundation for the specialized knowledge and skills that will be developed during the CPQ201 course. With this foundation, participants will be better equipped to understand and absorb the course material, leading to a more engaging and effective learning experience.
The Salesforce CPQ Admin Essentials course is designed for administrators seeking to streamline quoting and sales processes.
The Salesforce CPQ Admin Essentials for New Administrators (CPQ201) course is designed to equip administrators with the essential skills to configure and manage Salesforce CPQ solutions effectively, ensuring an optimized quoting system within the Salesforce platform.
CPQ Salesforce i.e., Configure, Price, Quote Software by Salesforce is a sales tool designed for businesses, that provides correct pricing for any given product configuration scenario. Salesforce CPQ is an easy to use software which can be made available on any device owing to its cloud based platform. CPQ considers optional features, customizations, quantities and discounts, allowing quick and accurate quoting of prices.
CPQ stands for Configure, Price, Quote software. It is a sales tool for organizations that enables them to easily and accurately generate quotes for orders. CPQ software produces automated quotes in accordance with a set of rules. This ensures error free pricing, bearing in mind the account quantities, discounts, customizations and optional features of products. CPQ applications are known to work in parallel with CRM and ERP programs.