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

To ensure you gain the maximum benefit from the Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ211) course, participants should meet the following prerequisites:

• Understanding of the standard Salesforce CRM functionality, especially products and opportunities.
• Experience with Salesforce administration and configuration, particularly around the sales process.
• Familiarity with the basic concepts of CPQ (Configure, Price, Quote) and why businesses utilize CPQ tools.
• Basic knowledge of pricing and product configuration within a sales environment.
• Prior experience using or administering a CPQ solution is helpful but not required.
• Ability to navigate and perform basic operations in Salesforce, such as creating and modifying records, reports, and dashboards.
• Willingness to engage with complex problem-solving scenarios and apply logical thinking to administer CPQ solutions effectively.

These prerequisites are intended to set you up for success in the CPQ211 course by ensuring you have a solid foundation upon which to build your CPQ expertise.

Target Audience for Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ211)

The Salesforce CPQ Admin Essentials course is tailored for experienced administrators seeking to deepen their CPQ skills.

• Salesforce CPQ Administrators
• Experienced Salesforce Administrators
• Salesforce Consultants
• Sales Operations Managers
• IT Managers
• Business Analysts with a focus on CPQ solutions
• Technical Sales Managers
• CRM Managers
• Salesforce Developers with an interest in CPQ functionality
• Project Managers overseeing Salesforce CPQ implementations
• Solution Architects designing CPQ solutions within the Salesforce platform

Learning Objectives - What you will Learn in this Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ211)?

Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ211) Course Learning Outcomes

Gain expertise in advanced Salesforce CPQ functionalities including product configuration, pricing strategies, output document generation, and localization to enhance the quoting process.

Learning Objectives and Outcomes:

• Understand the structure and use of product fields and related objects essential for Salesforce CPQ processes.
• Create and manage Configurable Product Bundles to simplify the user interface and enhance the customer experience.
• Implement business logic through Product Features, Option Constraints, Validation Rules, Selection Rules, and Dynamic Bundles to enforce sales guidelines.
• Customize button behavior and UI for product selection to streamline the quoting experience.
• Develop decision trees and custom prompts for Guided Selling to assist users in configuring complex products.
• Master the Pricing Waterfall and various pricing strategies including list pricing, cost-plus markup, block pricing, contracted pricing, and Multi-Dimension Quoting.
• Apply tiered discounting to optimize sales deals and maintain profitability.
• Manipulate Quote and Quote Line fields programmatically with Price Rules and leverage Lookup Objects for dynamic pricing.
• Manage the contract lifecycle efficiently by generating contracts, handling amendments, and overseeing renewal processes.
• Produce dynamic output documents with conditional content and tailored branding to present professional and accurate quotes to customers.
• Handle multi-currency and localization requirements to support global sales operations and cater to diverse markets.