Course Prerequisites
To successfully undertake training in the Configure and Administer a Salesforce CPQ Solution (CPQ301) course, the following minimum prerequisites are recommended for potential learners:
- Understanding of basic Salesforce concepts and navigation within the Salesforce platform.
- Familiarity with the standard Salesforce data model and experience with creating custom fields and objects.
- Experience with Salesforce administration tasks, such as managing users, data security, and creating workflows or process automation.
- Basic knowledge of CRM principles, sales processes, and the importance of quote-to-cash in a business context.
- An interest in learning how to configure and manage pricing, quoting, and sales processes using Salesforce CPQ.
These prerequisites are meant to ensure that learners have a foundational understanding of Salesforce and related business processes, which will facilitate a more effective learning experience during the CPQ301 course.
Target Audience for Configure and Administer a Salesforce CPQ Solution (CPQ301)
The course "Configure and Administer a Salesforce CPQ Solution (CPQ301)" equips professionals with advanced Salesforce CPQ skills for configuring complex quoting solutions.
Target audience for the course includes:
- Salesforce Administrators
- CPQ Specialists
- Technical Solution Architects
- Sales Operations Managers
- IT Business Analysts
- Salesforce Consultants
- Product Managers working with Salesforce
- CRM Managers
- Sales Process Engineers
- Systems Integrators working on Salesforce projects
- Business Intelligence Analysts involved in sales automation processes
- Project Managers overseeing Salesforce implementations
- Salesforce Developers looking to expand their skillset into CPQ
Learning Objectives - What you will Learn in this Configure and Administer a Salesforce CPQ Solution (CPQ301)?
Introduction to Learning Outcomes:
The CPQ301 course empowers students to configure and administer Salesforce CPQ solutions effectively, focusing on essential aspects like product selection, pricing methods, and quoting.
Learning Objectives and Outcomes:
- Understand the business rationale behind implementing CPQ and witness a comprehensive demo of the solution.
- Learn the Salesforce CPQ object model, including products, price books, and product fields critical for functionality.
- Customize product selection using out-of-the-box buttons and guided selling for an optimized user experience.
- Define and construct product bundles, incorporating business logic through product features and option constraints.
- Develop product rules to manage validation, alerts, selection, and dynamic bundling, using supporting objects for enhanced logic.
- Grasp various pricing methods, including list pricing, cost plus markup, and block pricing, along with contracted pricing strategies.
- Configure subscription-based pricing and understand the impact of proration on list and regular prices.
- Compare discount strategies and create discount schedules to apply systematic price reductions.
- Establish price rules to set quote and line item values, utilizing advanced calculator functions and price action sources.
- Set up advanced approval workflows, comparing Salesforce native approvals to advanced approval packages and configuring approval processes to match business requirements.
- Design dynamic quote templates with conditional content to produce tailored documents for customers.
- Make accommodations for localization and multicurrency setups to support global business operations.
- Understand the significance of orders within CPQ, including the data model and requirements for order generation.
- Manage contracts, amendments, and renewals effectively, and grasp renewal pricing methods to maintain accurate subscription management.
Target Audience for Configure and Administer a Salesforce CPQ Solution (CPQ301)
The course "Configure and Administer a Salesforce CPQ Solution (CPQ301)" equips professionals with advanced Salesforce CPQ skills for configuring complex quoting solutions.
Target audience for the course includes:
- Salesforce Administrators
- CPQ Specialists
- Technical Solution Architects
- Sales Operations Managers
- IT Business Analysts
- Salesforce Consultants
- Product Managers working with Salesforce
- CRM Managers
- Sales Process Engineers
- Systems Integrators working on Salesforce projects
- Business Intelligence Analysts involved in sales automation processes
- Project Managers overseeing Salesforce implementations
- Salesforce Developers looking to expand their skillset into CPQ
Learning Objectives - What you will Learn in this Configure and Administer a Salesforce CPQ Solution (CPQ301)?
Introduction to Learning Outcomes:
The CPQ301 course empowers students to configure and administer Salesforce CPQ solutions effectively, focusing on essential aspects like product selection, pricing methods, and quoting.
Learning Objectives and Outcomes:
- Understand the business rationale behind implementing CPQ and witness a comprehensive demo of the solution.
- Learn the Salesforce CPQ object model, including products, price books, and product fields critical for functionality.
- Customize product selection using out-of-the-box buttons and guided selling for an optimized user experience.
- Define and construct product bundles, incorporating business logic through product features and option constraints.
- Develop product rules to manage validation, alerts, selection, and dynamic bundling, using supporting objects for enhanced logic.
- Grasp various pricing methods, including list pricing, cost plus markup, and block pricing, along with contracted pricing strategies.
- Configure subscription-based pricing and understand the impact of proration on list and regular prices.
- Compare discount strategies and create discount schedules to apply systematic price reductions.
- Establish price rules to set quote and line item values, utilizing advanced calculator functions and price action sources.
- Set up advanced approval workflows, comparing Salesforce native approvals to advanced approval packages and configuring approval processes to match business requirements.
- Design dynamic quote templates with conditional content to produce tailored documents for customers.
- Make accommodations for localization and multicurrency setups to support global business operations.
- Understand the significance of orders within CPQ, including the data model and requirements for order generation.
- Manage contracts, amendments, and renewals effectively, and grasp renewal pricing methods to maintain accurate subscription management.
