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.

  • 1. Do you have limited Window for training?
  • 2. Can you only spend 4-hours per day?
  • 3. Do you want to start training immediately?
  • If your answer is yes to any one of the above, you need 1-on-1- Training
The 1-on-1 Advantage
Methodology
Flexible Dates
4-Hour Sessions
  • View video
  • The course will be free if we are not able to start within 7 days of booking.
  • Only applicable for courses on which this logo appears.

Your 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
Group Training
06 - 10 Jun 09:00 AM - 05:00 PM CST
(8 Hours/Day)
04 - 08 Jul 09:00 AM - 05:00 PM CST
(8 Hours/Day)
1-on-1 Training
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)
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
Classroom Training is available. Enquire for the fee Click
Ultra-Fast Track

If you can't spare 40 hours. We can offer you an Ultra-Fast Track for 20 hours

Course Prerequisites
  • Basic computer skills

 

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FAQ's


Yes, fee excludes local taxes.
The Fee includes:
  • Courseware
Yes, Koenig Solutions is a Salesforce Learning Partner