Salesforce CPQ Admin Essentials for Experienced Administrators

General Overview

Comprehensive and hands-on, this course is essential for CPQ administrators by providing a detailed and in-depth look at Salesforce CPQ and its applications. We recommend experienced administrators take this course before starting a Salesforce CPQ implementation or when taking over an existing implementation.

Who should take this training?

Covering all the topics from the Salesforce CPQ Admin Essentials for New Administrators but with a greater technical emphasis, this course will also provide guidance on design implications and use cases for hands-on exercises. The class is designed for experienced Administrators who will have prior experience implementing Salesforce CPQ solutions in a customer-facing role, as well as solution architects, implementation consultants, or developers seeking to understand full capabilities in order to formulate technicalsolutions within Salesforce CPQ.

Upon success completion, you will be able to:

  • Set up products, bundles, and product and pricing rules targeting several objects
  • Lead the technical configuration of discounting, pricing methods, and output document generation
  • Leverage the events, objects, settings, and methods of the contract creation, renewal, and amendment processes
  • Formulate sound technical solutions to common CPQ business requirements
  • Make significant progress in preparing for the Salesforce Certified CPQ Specialist exam

This class is based on the Salesforce CPQ211 class.

See entire list of AcademyX's Salesforce classes here

Lessions and Topics

Unit 1: Products, Bundling, Product Rules
  • Product fields and related objects integral to basic Salesforce CPQ functionality
  • Configurable Product Bundles and the resulting user interface and experience
  • Enforcing business logic with Product Features, Option Constraints, Validation Rules, Selection Rules, and Dynamic Bundles
Unit 2: Custom Actions and UI Customizations
  • Modifying out-of-the-box button behavior for product selection
  • Alternate quote line editor views
  • Guided selling decision trees and custom prompts
Unit 3: Pricing Methods and Discounting
  • Pricing Waterfall
  • List pricing, cost plus markup, and block pricing
  • Contracted pricing
  • Multi-Dimension Quoting
  • Tiered discounting
Unit 4: Price Rules and Lookup Objects
  • Declaratively setting values for Quote and Quote Line fields
  • Calculation events and conditions
  • Price Action sources, including static values, Summary Variables, formulas, and Lookup tables
  • Lookup objects and Lookup Queries
Unit 5: Contracting
  • Generate new contracts to bring quote data to the account
  • Amendment and renewal processes
  • Renewal pricing methods
Unit 6: Output Documents
  • Generating dynamic output documents
  • Conditional Template Content
  • Proposal coloring and branding
Unit 7: Localization
  • Accommodating translations

Note: Since these classes are already discounted, other AcademyX discounts cannot be applied to them.