Sharpen Your Skills and Master Salesforce CPQ Admin Essentials with Experienced Administrators (CPQ211)

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Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ211) Course Overview


Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ211) course is designed for experienced administrators who have previously worked with Salesforce CPQ and need to increase their knowledge and skills. This course will review the features of Salesforce CPQ and provide an in-depth exploration of advanced topics to help you configure, customize, and manage your org more effectively. It provides an overview of the CPQ setup process, including integration, configuration, product creation and pricing, and approval processes. Additionally, topics such as custom fields, validation rules, security settings, Salesforce CPQ functionality in Lightning, and troubleshooting tips are covered. You will also learn how to extend Salesforce CPQ with API calls and related change detection. Finally, this course provides guidance on how to support users of Salesforce CPQ within your organization.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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The 1-on-1 Advantage

Get 1-on-1 session with our expert trainers at a date & time of your convenience.
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Flexible Dates

Start your session at a date of your choice-weekend & evening slots included, and reschedule if necessary.
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4-Hour Sessions

Training never been so convenient- attend training sessions 4-hour long for easy learning.
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Destination Training

Attend trainings at some of the most loved cities such as Dubai, London, Delhi(India), Goa, Singapore, New York and Sydney.

You will learn:

Module 1: Products, Bundling, Product Rules
  • 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
  • Programmatically setting values for Quote and Quote Line Welds
  • Advanced 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 Output Documents
  • Generating dynamic output documents
  • Conditional Template Content
  • Proposal coloring and branding
  • Accommodating translations and multiple currencies
Live Online Training (Duration : 32 Hours) Fee On Request
We Offer :
  • 1-on-1 Public - Select your own start date. Other students can be merged.
  • 1-on-1 Private - Select your own start date. You will be the only student in the class.

4 Hours
8 Hours
Week Days
Weekend

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Group Training
Date On Request
Course Prerequisites

This Salesforce CPQ Administrator Essentials Course is an advanced-level program and is recommended for experienced Salesforce administrators and CPQ consultants who possess the following prerequisites:
• Familiarity and experience with Salesforce features and objects
• An understanding of Salesforce configuration, such as profiles and permission sets
• Experience working with Salesforce fields and page layouts
• Knowledge of workflow and process builder
• Familiarity and experience with CPQ products, rules, and pricing
• Experience creating reports and dashboards in Salesforce

Target Audience


The target audience for Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ211) training includes IT or Sales administrators, development experts, Salesforce Certified CPQ Specialists, sales operations managers, business analysts, system administrators, and various other technical individuals who are working with Salesforce
This training module is designed for individuals who have considerable experience working with Salesforce and its related services
This course is ideal for experienced administrators and developers who are looking to deepen their understanding and boost their knowledge of Salesforce CPQ and its related services
This course is designed to help experienced administrators better understand and utilize the advanced features of Salesforce CPQ in order to streamline their sales processes and improve the overall customer experience

Learning Objectives of Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ211)


1. Acquire knowledge on Salesforce CPQ concepts and products.
2. Understand how the CPQ works with Sales Cloud and billing systems.
3. Get hands-on experience with real-time access to the Salesforce CPQ Admin Console.
4. Identify and resolve warning and error messages to diagnose and correct issues.
5. Learn how to create and configure bundles and products, manage discounts and pricing, generate quotes, and manage agreements.
6. Find out about advanced CPQ features like multi-term agreement and renewal, price rules, and app extensions and customize them.
7. Grasp how to use CPQ to maximize and streamline sales processes.
8. Discover tips, tricks and best practices for distributing, administering and leveraging the Salesforce CPQ.

FAQ's


1-on-1 Public - Select your start date. Other students can be merged.
1-on-1 Private - Select your start date. You will be the only student in the class.
Yes, course requiring practical include hands-on labs.
You can buy online from the page by clicking on "Buy Now". You can view alternate payment method on payment options page.
Yes, you can pay from the course page and flexi page.
Yes, the site is secure by utilizing Secure Sockets Layer (SSL) Technology. SSL technology enables the encryption of sensitive information during online transactions. We use the highest assurance SSL/TLS certificate, which ensures that no unauthorized person can get to your sensitive payment data over the web.
We use the best standards in Internet security. Any data retained is not shared with third parties.
You can request a refund if you do not wish to enroll in the course.
To receive an acknowledgment of your online payment, you should have a valid email address. At the point when you enter your name, Visa, and other data, you have the option of entering your email address. Would it be a good idea for you to decide to enter your email address, confirmation of your payment will be emailed to you.
After you submit your payment, you will land on the payment confirmation screen.It contains your payment confirmation message. You will likewise get a confirmation email after your transaction is submitted.
We do accept all major credit cards from Visa, Mastercard, American Express, and Discover.
Credit card transactions normally take 48 hours to settle. Approval is given right away; however,it takes 48 hours for the money to be moved.
Yes, we do accept partial payments, you may use one payment method for part of the transaction and another payment method for other parts of the transaction.
Yes, if we have an office in your city.
Yes, we do offer corporate training More details
Yes, we do.
Yes, we also offer weekend classes.
Yes, Koenig follows a BYOL(Bring Your Own Laptop) policy.
It is recommended but not mandatory. Being acquainted with the basic course material will enable you and the trainer to move at a desired pace during classes.You can access courseware for most vendors.
Yes, this is our official email address which we use if a recipient is not able to receive emails from our @koenig-solutions.com email address.
Buy-Now. Pay-Later option is available using credit card in USA and India only.
You will receive the digital certificate post training completion via learning enhancement tool after registration.
Yes you can.
Yes, we do. For details go to flexi
You can pay through debit/credit card or bank wire transfer.
Yes you can request your customer experience manager for the same.
Yes, fee excludes local taxes.
Yes, we do.
The Fee includes:
  • Remote Labs
Schedule for Group Training is decided by Koenig. Schedule for 1-on-1 is decided by you.
In 1 on 1 Public you can select your own schedule, other students can be merged. Choose 1-on-1 if published schedule doesn't meet your requirement. If you want a private session, opt for 1-on-1 Private.
Duration of Ultra-Fast Track is 50% of the duration of the Standard Track. Yes(course content is same).

Prices & Payments

Yes of course.
Yes, We are

Travel and Visa

Yes we do after your registration for course.

Food and Beverages

Yes.

Others

Says our CEO-
“It is an interesting story and dates back half a century. My father started a manufacturing business in India in the 1960's for import substitute electromechanical components such as microswitches. German and Japanese goods were held in high esteem so he named his company Essen Deinki (Essen is a well known industrial town in Germany and Deinki is Japanese for electric company). His products were very good quality and the fact that they sounded German and Japanese also helped. He did quite well. In 1970s he branched out into electronic products and again looked for a German name. This time he chose Koenig, and Koenig Electronics was born. In 1990s after graduating from college I was looking for a name for my company and Koenig Solutions sounded just right. Initially we had marketed under the brand of Digital Equipment Corporation but DEC went out of business and we switched to the Koenig name. Koenig is difficult to pronounce and marketeers said it is not a good choice for a B2C brand. But it has proven lucky for us.” – Says Rohit Aggarwal (Founder and CEO - Koenig Solutions)
All our trainers are fluent in English . Majority of our customers are from outside India and our trainers speak in a neutral accent which is easily understandable by students from all nationalities. Our money back guarantee also stands for accent of the trainer.
Medical services in India are at par with the world and are a fraction of costs in Europe and USA. A number of our students have scheduled cosmetic, dental and ocular procedures during their stay in India. We can provide advice about this, on request.
Yes, if you send 4 participants, we can offer an exclusive training for them which can be started from Any Date™ suitable for you.