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Learn Salesforce CPQ Admin Fundamentals

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Free Online Course: Learn Salesforce CPQ Admin Fundamentals provided by Trailhead is a comprehensive online course, which lasts for 24-25 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
24-25 hours worth of material
Self Paced
Overview

  • Help your sales team create quotes quickly and accurately with Salesforce CPQ.

    • Learn how to create bundles of products using Salesforce CPQ.
    • Create attributes that let sales reps easily customize smartwatches for their customers.
    • Discover how product rules help sales reps get the right products on quotes.
    • Help sales reps create quotes for complex, interrelated products with Salesforce CPQ.
    • Use your Salesforce CPQ admin skills to build a solution that meets business requirements.
    • Quote prices with precision using Salesforce CPQ pricing tools.
    • Automate discounts in CPQ based on volume or bundling.
    • Price, discount, and sell subscription products the smart way with Salesforce CPQ.
    • Meet custom pricing requirements with the sophisticated power of price rules.
    • Create templates that let sales reps send great-looking proposals in just a few clicks.
    • Use Salesforce CPQ to generate multiple orders quickly and accurately.
    • Use Salesforce CPQ to change existing quotes and contracts.
    • Generate orders, contracts, and renewal opportunities with Salesforce CPQ.

Syllabus

    • Configurable Bundles in Salesforce CPQ
      • Learn About Configuration in the Sales Process
      • Control the Configuration Experience
      • Use Product Options to Construct Bundles
      • Determine How Bundled Quote Lines Behave After Configuration
      • Use Features to Organize Options
      • Change the Feature User Experience
      • Learn About Configured Code and Description
    • Personalize Smartwatches with Salesforce CPQ Attributes
      • Set Up a CPQ-enabled org
      • Create Smartwatch Attributes for Size and Accent
      • Set a Default Value for an Engraving Attribute
      • Place an Outlet Attribute into a Feature
      • Create Attributes for Watch Band Styles
      • Limit Color Choices Based on Material
      • Create Twin Fields on the Quote Line
      • Create Twin Fields on the Order Product
    • Product Rules in Salesforce CPQ
      • Get Started with Product Rules
      • Put Conditions on Rules
      • Decide When Rules Evaluate
      • Make Rules for Specific Bundles
      • Control Options with Selection Rules
      • Discover Other Ways to Use Selection Rules
      • Use Data from a Custom Object to Drive Rules
      • Make a Dynamic Bundle with Filter Rules
    • Create a Home Security Bundle with Product Rules
      • Sign Up for a Trailhead Playground with Salesforce CPQ
      • Create a Configurable Bundle with Options and Features
      • Create an Alert Product Rule
      • Create a Selection Product Rule
      • Create a Validation Product Rule Using a Summary Variable
    • Extra Mile: Configure a Solar Energy Bundle with Salesforce CPQ
      • Sign Up for a Developer Edition Org with Salesforce CPQ
      • Create a Solar Energy System Bundle
      • Organize the Solar Bundle with Features
      • Capture Solar Bundle Details with Attributes
      • Ensure Proper Configuration with a Product Rule
      • Consider Other Routes to Your Goal
    • Pricing Methods for Salesforce CPQ
      • Get Started with Salesforce CPQ for Pricing
      • Identify Exceptions to Standard Pricing
      • Implement Block Pricing
      • Implement the Percent Of Total Pricing Method
      • Implement Option Pricing Within Bundles
      • Configure Cost Plus Markup Pricing
      • Create Account-Based Contracted Pricing
      • Enable Manual Overrides
    • Discounting Tools in Salesforce CPQ
      • Use Salesforce CPQ for Discounting
      • Explore Discount Options Within Bundles
      • Set Up Volume-Based Discount Schedules
      • Configure Quantities for Discount Schedules
      • Filter Discount Schedules by Records and Fields
      • Override Volume-Based Discounts
      • Apply Manual Discounts
      • Configure Partner and Distributor Discounts
    • Subscription Pricing in Salesforce CPQ
      • Get Started with Subscription Pricing
      • Set Up Your First Subscription Product
      • Learn About Date Fields and Proration
      • Create a Multidimensional Quote
      • Customize Your Multidimensional Quotes
      • Give Discounts for Long Subscriptions
      • Explore Other Ways to Affect Subscription Pricing
    • Price Rules in Salesforce CPQ
      • Get Started with Salesforce CPQ Price Rules
      • Replace List Price Using a Simple Price Rule
      • Formulate Your Conditions and Actions
      • Learn When to Use the Special Price Field
      • Summarize Data with Summary Variables
      • Consolidate Price Rules by Using Lookup Queries
      • Sequence Price Rules for Correct Calculations
    • Quote Templates in Salesforce CPQ
      • Get Started with Quote Templates in Salesforce CPQ
      • Create Your First Quote Template
      • Structure a Customized Quote Template
      • Add Conditions to Template Sections
      • Show Quote Line Data in a Table
      • Rearrange the Line Item Table
      • Insert Visualforce Content and Troubleshoot Templates
      • Show Dynamic Quote Terms
    • Salesforce CPQ Order Generation
      • Get Started with Salesforce CPQ Order Generation
      • Generate Your First Order
      • Generate Multiple Orders from a Single Quote
      • Automatically Split a Quote into Multiple Orders
    • Contract Amendments with Salesforce CPQ
      • Get Started with Salesforce CPQ Amendments
      • Change an Existing Contract
      • Discover More Ways to Amend Contracts
      • Learn About Pricing and Bundling Considerations
      • Explore Significant Date Fields and Multidimensional Quoting
    • Simplify Home Security Subscription Renewals
      • Sign Up for a Trailhead Playground with Salesforce CPQ
      • Create a Quote with Subscription Products
      • Generate Orders, Assets, Contracts, and Subscriptions
      • Generate a Renewal Opportunity for Forecasting
      • Amend a Contract
      • Create a Quote for a Renewal Contract

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