Salesforce CPQ course content

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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

Configuration

• 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

Pricing

• Price Waterfall
• Manual Discounting
• Create a Discount Schedule
• Pricing Methods
• Contracted Pricing
• Subscription Pricing
• Multi-Dimensional Quoting

Pricing Rules

• Create Price Rules

Contracting

• Create a Contract and Renewal Opportunity
• Amend a Contract
• Create a Renewal Quote

Quote Templates

• Quote Template Basics
• Custom Quote Template