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
Methodology
Flexible Dates
  • • Choose Start Date
  • • Reschedule After Booking
  • • Weekend / Evening Option
4-Hour Sessions

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
Online
10 - 14 Oct
09:00 AM - 05:00 PM CST
(8 Hours/Day)
Online
07 - 11 Nov
09:00 AM - 05:00 PM CST
(8 Hours/Day)
Course Prerequisites
  • Basic computer skills

 

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FAQ's


Yes, fee excludes local taxes.
Yes, we do.
The Fee includes:
  • Courseware
Schedule for Group Training is decided by Koenig. Schedule for 1-on-1 is decided by you.
In 1-on-1 you can select your own schedule, other students can be merged but you select the schedule. Choose 1-on-1 if published schedule do not meet your requirement. If you also want a private session, opt for 1-on-1 Public.
Yes.
No, it is not included.
In both, you choose the schedule. In public, other participants can join, Private other participants want to join.
Yes, course requiring practical include hands-on labs.
You can buy online from the page by clicking on "Buy Now". You can view alternate payment method on payment options page.
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We use the best standards in Internet security. Any data retained is not shared with third parties.
You can request a refund if you do not wish to enroll in the course.
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Yes, we do offer corporate training More details
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Yes, we also offer weekend classes.
Yes, Koenig follows a BYOL(Bring Your Own Laptop) policy.
It is recommended but not mandatory. Being acquainted with the basic course material will enable you and the trainer to move at a desired pace during classes. You can access courseware for most vendors.
Yes, this is our official email address which we use if a recipient is not able to receive emails from our @koenig-solutions.com email address.
Buy-Now. Pay-Later option is available using credit card in USA and India only.
You will receive the digital certificate post training completion via learning enhancement tool after registration.
Yes you can.
Yes, we do. For details go to flexi
You can pay through debit/credit card or bank wire transfer.
Dubai, Goa, Delhi, Bangalore.
Yes you can request your customer experience manager for the same.
Yes of course. 100% refund if training not upto your satisfaction.

Prices & Payments

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Travel and Visa

Yes we do after your registration for course.

Food and Beverages

Yes.

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