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Salesforce CPQ Syllabus

The document outlines a Salesforce CPQ syllabus that covers: 1. Setting up the CPQ package, including document, group, pricing, and subscription settings over 2 hours. 2. Creating quotes by building an account, contact, opportunity and quote over 2 hours. 3. Product configuration capabilities in quoting like product fields, bundles, options and attributes over 5 hours. It then covers topics like product and pricing rules, contracting, templates, and advanced approval packages over several sessions totaling around 24 hours. The goal is to automate the quote-to-cash process using Salesforce CPQ for a sample company.

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Ramkumar Poovalai
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719 views3 pages

Salesforce CPQ Syllabus

The document outlines a Salesforce CPQ syllabus that covers: 1. Setting up the CPQ package, including document, group, pricing, and subscription settings over 2 hours. 2. Creating quotes by building an account, contact, opportunity and quote over 2 hours. 3. Product configuration capabilities in quoting like product fields, bundles, options and attributes over 5 hours. It then covers topics like product and pricing rules, contracting, templates, and advanced approval packages over several sessions totaling around 24 hours. The goal is to automate the quote-to-cash process using Salesforce CPQ for a sample company.

Uploaded by

Ramkumar Poovalai
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce CPQ

Salesforce CPQ Syllabus

1. Introduction – CPQ Package Setting 2 Hours

• Update Package Settings

• Document Setting

• Groups

• Line Editor Setting

• Plugins

• Pricing and Calculations setting

• Subscriptions and Renewals Setting

• Quote Setting for our Org

• Order Setup for our org

• Additional Setting

2. Creating Quote 2 Hours

• Creating an Account, Contact, Opportunity and Quote

• Product configuration power on Quote

• Quote Line Editor Fields and setting

3. Product Configuration Power on Quoting System 5 Hours

• Product fields and use of each field on sales

• Product Bundle Settings

• Create Features for a Bundle

• Product Options for a Bundle

• Option Constraints for a Bundle

• Configuration Attributes for a Bundle

• Dynamic Bundles

Configure, Price and Quote


Salesforce CPQ

4. Product Rules 3 Hours

• Create Product Rule

• Create Selection Product Rules and Using Lookup Queries

• Create Validation Product Rule

• Create Alert Product Rule

• Configuration Attribute

• Create a Dynamic Bundle (Using Filter)

4. Pricing 3 Hours

• Pricing Methods

• Manual Discounting

• Create a Discount Schedule

• Contracted Pricing

• Subscription Pricing

5. Pricing Rules 3 Hours

• Price Rules

• Price Rules using Lookup Queries

• Price Actions

• Summary Variables in CPQ

6. Contracting 2 Hours

• Create a Contract and Renewal Opportunity

• Amend a Contract

• Renewal Business and Renewing CPQ Contract

7. Quote Templates 4 Hours

• Quote Template Basics

Configure, Price and Quote


Salesforce CPQ

• Custom Quote Template

8. Salesforce Advanced Approval Package 2 Hour

• Approval Rules Vs. Standard Approval Process


• Approval Conditions
• Smart Approvals
• Approval Variables

8. Salesforce Billing Basics (Complimentary topic) 1 Hour

• Importance of Billing Package


• Salesforce Billing Package level setting
• End to End flow from Salesforce CPQ to Salesforce billing
• MDQ

9. Salesforce CPQ Mini Project 2 Hour

• Automate your Quote-To-Cash processes with salesforce CPQ


• CPQ Process Design
• Streamlines the entire opportunity to Contract Process for “Quick Heal” Company.

Configure, Price and Quote

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