CPQ

Course Description

This hands-on, 2-day course will teach you the fundamental skills needed to execute successful CPQ solutions, an excellent tool for companies to quickly and accurately generate quotes and contracts. Not only does this course benefit System Administrators, but will also benefit Sales OPS, IT managers, power users, and other users through exploring Salesforce CPQ’s capabilities and expanding CPQ knowledge.

This Course is Ideal for:

  • New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce CPQ application
  • Those looking to write the Salesforce Certified CPQ Specialist exam

Course Agenda: 

Module 1: Introduction​

Introduction to the CPQ environment, terminology and background.

Module 2: Creating a Quote​

Understand the quote process, how to create a quote and how to utilize them in your org.

Module 3: Configuration​

Learn how to configure Products, Price Books, Bundles, Options and option constraints.

Module 4: Product Rules​

​Learn how to create and manage product rules and how and when to use them.

Module 5: Pricing ​

Learn how to use the Quote Line Editor, Pricing structure, Block Pricing, Contracted Pricing, and Discount Schedules to meet your companies pricing needs.

Module 6: Price Rules​

Understand Price Rule configuration, management, actions and use cases.

Module 7: Contracts and Renewals​

Understand the life cycle of Contracts in CPQ, and learn how to create, manage and amend contracts

Module 8: Quote Templates

Learn how to create accurate, professional looking, customer-facing proposals that your sales reps can generate with the click of a button through quote templates.