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Course Outline

Introduction to Salesforce
  • What is CRM?
  • What is CPQ?
  • Package Setup and Configuration
  • CPQ and its features.
Package Setting & Products
  • Update Package Settings
  • Update Product Fields
Creating Quote
  • Creating an Account, Contact, Opportunity and Quote
  • Product Bundle Settings
  • Create Features for a Bundle
  • Create Product Options for a Bundle
  • Create Option Constraints for a Bundle
  • Create Configuration Attributes for a Bundle
  • Update Product Fields
Product Rule
  • Create Product Rule
  • Create Selection Product Rules
  • Create Validation Product Rule
  • Configuration Attributes
  • Rules with Lookup Queries
  • Update Product Fields
Dynamic Bundles
  • Create a Dynamic Bundle
Custom Actions
  • Create Custom Action
  • Default Custom Action
Guided Selling
  • Guided Selling
Package Settings
  • Update Package Settings
Quote Line Editor UI
  • Pricing Fields
  • Alternate Quote Line Views
  • Price Waterfall
  • Manual Discounting
  • Create a Discount Schedule
  • Pricing Methods
  • Contracted Pricing
  • Subscription Pricing
  • Multi-Dimensional Quoting
Pricing Rules
  • Create Price Rules
  • Create a Contract and Renewal Opportunity
  • Amend a Contract
  • Create a Renewal Quote
Quote Templates
  • Quote Template Basics
  • Custom Quote Template

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