Configure and Administer a Salesforce CPQ Solution (CPQ301)

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Configure and Administer a Salesforce CPQ Solution (CPQ301) Course Overview

Enroll for our 5-day Configure and Administer a Salesforce CPQ Solution (CPQ301) from Koenig Solutions. In this course you will learn how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality and in-depth look at Salesforce CPQ and its applications.

Through a blend of hands-on labs and interactive lectures, you will learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company.

Target Audience:

This course is intended for experienced administrators, solution architects, implementation consultants, and developers

Learning Objectives:

After completing this course, you will be able to:

  • Set Up Products, Bundles, and Product Rules
  • Build Price Rules to Automatically Populate Field Values While Quoting or Configuring a Bundle
  • Set Up Appropriate System Discounts and Pricing Methods
  • Configure Dynamic Output Document Generation
  • Manage Subscription Products (Including the Processes for Renewing and/or Amending Them)
  • Formulate Sound Solutions to Common CPQ Business Requirements
  • Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam

 

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

The 1-on-1 Advantage

Flexible Dates

  • • Choose Start Date
  • • Reschedule After Booking
  • • Weekend / Evening Option

4-Hour Sessions

Destination Training
(Dubai/London/Sydney
New York/Delhi/Goa
Singapore)

Flexi
(Video Recording of Live Online)

You will learn:

Module 1: Introduction to CPQ
  • Understand the Business Case for CPQ
  • Watch an End-to-End Solution Demo
  • Build a Quote
  • Get Familiar with Products, Price Books, and Price Book Entries
  • Review Product Fields Integral to Basic Salesforce CPQ Functionality
  • Modify Out-of-the-Box Button Behavior for Product Selection
  • Review Guided Selling
  • Define and Build Product Bundles
  • Enforce Business Logic with Product Features
  • Enforce Business Logic with Option Constraints
  • Define Product Rules
  • Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles)
  • Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes)
  • Discover Pricing Waterfall Default Flows
  • Review List Pricing, Cost Plus Markup, and Block Pricing
  • Use Contracted Pricing for Negotiated Prices
  • Configure Subscription and Proration Pricing Methods
  • Understand How Subscription Pricing Methods Affect List and Regular Price
  • Compare Discounting Strategies
  • Build a Discount Schedule
  • Set Values for Quote and Quote Line Fields Declaratively
  • Review CPQ Advanced Quote Calculator Calculation Events and Conditions
  • Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables)
  • Create Lookup Queries to Outsource Evaluation to a Lookup Object
  • Compare and Contrast the Advanced Approval Package Versus Native Approvals
  • Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements
  • Generate Dynamic Output Documents
  • Create Conditional Template Content
  • Make Accommodations for Localization
  • Define Localization and How It Works in CPQ
  • Review Business Purposes of an Order
  • Define the Data Model for Orders
  • Define Data Requirements to Generate Orders
  • Generate New Contracts to Manage Active Subscriptions Related to an Account
  • Review Amendment and Renewal Processes
  • Review Renewal Pricing Methods
Live Online Training (Duration : 40 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
  • Basic computer skills

 

Student Feedback  (Check Koenig Feedback on Trustpilot)

Q1 Say something about the Trainer? Q2 How is Koenig different from other training Companies? Q3 Will you come back to Koenig for training ?
Student Name Country Feedback Rating
Abu United States A1. Yes, she was very clear & a strong mastery of both English & Azure platforms hence following was easy. She was also patient and was answering every question asked, she also shared material & tips on how to pass the exam, Well done, and keep it up.
Nick Barker United States A1. Calm and understanding, she not only kept the course running well but also took time to help those with lots of questions. Very well done.
Robin Johnson United States A2. Individual attention during training, excellent customer service and coordination. Neha has been ever so helpful and is definitely an asset to Koenig.
Shivani Prasad United States A1. The trainer was great and his teaching methods were incredible. He used different teaching methods to ensure I was learning well. A fun trainer with lots of patience and understanding.
Adam United States A1. The trainer was very knowledgeable and well prepared about the presentation/training subject, with a positive attitude towards students and making every effort in answering questions during the training session. Top-notch service!
Suresh United States A1. Exceptional... recommend to everyone!
Shyam Vaddakapett United States A1. My trainer, Mohit Kakkar was excellent as he focused on hands-on assignments to supplement the concepts of AZ 900. The training coordinator Jasmeet as well as the ops manager Sheshadri are also very professional and customer-centric. I recommend Koenig for training courses, and I will take some more courses with them soon.
Gilles Chirlias United States A1. Chavi was a great teacher, I have learned a lot from her. I would like to have her for the next training, which would be the AZ 301 and AZ 500.
Abdulrahman Saad Alshahrani United States A1. Excellent trainer. I will take another course with him someday. He deserves a good appreciation from his Manager.
Anonymous United States https://www.youtube.com/watch?v=sqC40CFfBYI

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1-on-1 Public - Select your start date. Other students can be merged.
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