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

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

The Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ211) course is designed to provide administrators with advanced knowledge and skills to configure Salesforce CPQ in their organizations effectively. This comprehensive course covers the intricacies of product configuration, pricing methods, discounting strategies, and the creation of output documents, all essential for tailoring Salesforce CPQ to meet specific business needs.

Participants will delve into products and bundling, learning how to enforce business logic through product rules and dynamic bundles, thereby enhancing the user interface and experience. The course also emphasizes custom actions, UI customizations including guided selling, and pricing techniques like the Pricing Waterfall and multi-dimension quoting.

Furthermore, the course teaches advanced configurations using price rules, lookup objects, and how to manage contracts, amendments, and renewals efficiently. Learners will also gain expertise in generating dynamic output documents with conditional content and custom branding. Lastly, the course addresses localization and multi-currency support to ensure global scalability.

By completing this course, learners will be equipped to optimize their Salesforce CPQ setup, ensuring that their organization can provide accurate quotes quickly, manage pricing strategies effectively, and ultimately drive sales efficiency and revenue growth.

Course Level Advanced

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