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

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.