40 Hrs
3121+ Enrollments
Configure and Administer a Salesforce CPQ Solution (CPQ301)
Salesforce CPQ is a powerful tool that enables businesses to streamline their sales processes by automating pricing, quoting, and product configuration. This course will provide you with the knowledge and skills necessary to configure and administer a Salesforce CPQ solution, including creating and managing product bundles, configuring pricing rules, and creating quote templates.
Configure and Administer a Salesforce CPQ Solution (CPQ301)
Overview of Course
This course, Configure and Administer a Salesforce CPQ Solution (CPQ301), is designed for individuals who want to learn how to configure and administer Salesforce CPQ (Configure, Price, and Quote) solutions. It is a comprehensive course that covers the fundamentals of CPQ, including pricing strategies, product rules, and quote templates.
Course Highlights
Learn how to configure and administer a Salesforce CPQ solution
Understand pricing strategies and rules
Learn how to create and manage product bundles
Key Differentiators
Personalized Learning with Custom Curriculum
Training curriculum to meet the unique needs of each individual
-
Trusted by over 100+ Fortune 500 Companies
We help organizations deliver right outcomes by training talent
-
Flexible Schedule & Delivery
Choose between virtual/offline with Weekend options
-
World Class Learning Infrastructure
Our learning platform provides leading virtual training labs & instances
-
Enterprise Grade Data Protection
Security & privacy are an integral part of our training ethos
-
Real-world Projects
We work with experts to curate real business scenarios as training projects
Skills You’ll Learn
Configure and administer a Salesforce CPQ solution
Understand pricing strategies and product rules
Create and manage product bundles
Configure pricing rules and quote templates
Troubleshoot common CPQ issues
Training Options
1-on-1 Training
Access to live online classes- Flexible schedule including weekends
- Hands-on exercises with virtual labs
- Session recordings and learning courseware included
- 24X7 learner support and assistance
- Book a free demo before you commit!
Corporate Training
- Everything in 1-on-1 Training plus
- Custom Curriculum
- Extended access to virtual labs
- Detailed reporting of every candidate
- Projects and assessments
- Consulting Support
- Training aligned to business outcomes
Unlock Organizational Success through Effective Corporate Training: Enhance Employee Skills and Adaptability- Choose customized training to address specific business challenges and goals, which leads to better outcomes and success.
- Keep employees up-to-date with changing industry trends and advancements.
- Adapt to new technologies & processes and increase efficiency and profitability.
- Improve employee morale, job satisfaction, and retention rates.
- Reduce employee turnovers and associated costs, such as recruitment and onboarding expenses.
- Obtain long-term organizational growth and success.
Course Reviews
Curriculum
- 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
Meet the instructor and learn about the course content and teaching style.- Make informed decisions about whether to enroll in the course or not.
- Get a perspective with a glimpse of what the learning process entails.
Description
Target Audience:
- Salesforce Administrators
- Business Analysts
- Sales Operations Managers
- Sales Representatives
Prerequisites:
- Basic understanding of Salesforce
- Familiarity with sales processes and terminology
Benefits of the course:
- Learn how to configure and administer a Salesforce CPQ solution
- Gain hands-on experience through interactive exercises and simulations
- Enhance your career prospects by adding CPQ skills to your resume
- Learn from experienced instructors with real-world CPQ experience
Exam details to pass the course:
- There is no exam to pass this course.
Certification path:
- Salesforce Certified CPQ Specialist
Career options:
- Salesforce CPQ Administrator
- Salesforce CPQ Specialist
- Salesforce Business Analyst
Why should you take this course from Skillzcafe:
Learn from experienced instructors with real-world CPQ experience- Gain hands-on experience through interactive exercises and simulations
- Access to course materials and recordings for future reference
- Learn at your own pace with flexible scheduling options
FAQs
Yes, you should have a basic understanding of Salesforce and sales processes.
No, but you will have the knowledge and skills necessary to take the Salesforce Certified CPQ Specialist exam.
The course is typically 5 days long, depending on the delivery format.
Yes, you will have access to the course materials and recordings for future reference.
Provide your workforce with top-tier corporate training programs that empower them to succeed. Our programs, led by subject matter experts from around the world, guarantee the highest quality content and training that align with your business objectives.
-
1500+
Certified Trainers
-
200+
Technologies
-
2 Million+
Trained Professionals
-
99%
Satisfaction Score
-
2000+
Courses
-
120+
Countries
-
180+
Clients
-
1600%
Growth
Live Chat