When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Configure and Administer a Salesforce CPQ Solution
Discover how to administer end-to-end Salesforce Configure, Price, Quote (CPQ) solutions with out-of-the-box functionality. In this 5-day instructor-led course, learn how to configure products,...
Read MoreOverview
Discover how to administer end-to-end Salesforce Configure, Price, Quote (CPQ) solutions with out-of-the-box functionality. In this 5-day instructor-led course, learn how to configure products, create discount and pricing methods, and manage subscriptions in order to implement robust CPQ solutions that meet business requirements.
Skills Gained
When you complete this class, you will be able to:
- Implement CPQ solutions that meet business requirements.
- Set up products, bundles, and product rules.
- Build price rules to automatically populate field values while quoting or configuring a bundle.
- Establish appropriate system discount and pricing methods.
- Configure dynamic output document generation.
- Manage subscription products, including renewal and amendment.
Who Can Benefit
This course is designed for experienced Salesforce administrators, business analysts, and implementation specialists who are interested in gaining a technical understanding of Salesforce CPQ administration. It is also designed for solution architects, implementation consultants, and developers who are responsible for configuring CPQ solutions. This is also a great foundational course for anyone interested in earning their CPQ Specialist credential.
Course Details
Course outline
Course Introduction
- Review Course Objectives
- Set Learner Expectations
- Establish Housekeeping Rules
- Explore Additional Course Resources
- Discuss Exam Quick Facts
Introduction to CPQ
- Discover CPQ
- Understand the Business Case for CPQ
- Play an End-to-End Solution Demo
- Build a Quote
Object Model Foundations
- Explore Products, Price Books, and Price Book Entries
- Review Product Fields Integral to Basic Salesforce CPQ Functionality
Product Selection
- Modify Out-of-the-Box Button Behavior for Product Selection
- Create Dynamic Search Filters
- Review Guided Selling
Bundle Configuration
- Define and Build Product Bundles
- Enforce Business Logic with Product Features
Option Selection Guidelines
- Enforce Business Logic with Option Constraints
Product Rules
- Define Product Rules
- Enforce Business Logic with Product Rules
- Build Product Rules Using Supporting Objects
Pricing Methods
- Discover Pricing Waterfall Default Flows
- Review List Pricing, Cost Plus Markup, and Block Pricing
- Use Contracted Pricing for Negotiated Prices
Subscription Pricing
- Configure Subscription and Proration Pricing Methods
- Understand how Subscription Pricing Methods Affect List and Regular Price
Discounting
- Compare Discounting Strategies
- Build a Discount Schedule
Price Rules
- Set Values for Quote and Quote Line Fields Declaratively
- Review CPQ Advanced Quote Calculator Events and Conditions
- Understand Price Action Sources
- Create Lookup Queries to Outsource Evaluation to a Lookup Object
Advanced Approvals
- Compare and Contrast the Advanced and Native Approvals
- Define Key Approval Terms
Quote Templates
- Generate Dynamic Output Documents
- Create Conditional Template Content
Localization and Multicurrency
- Accommodate Localization
- Define Localization and How It Works in CPQ
Orders
- Review Business Purposes of an Order
- Define the Data Model for Orders
- Describe Data Requirements To Generate Orders
Contracts, Renewals, and Amendments
- Generate New Contracts To Manage Active Subscriptions
- Review Amendment and Renewal Processes
- Discover Renewal Pricing Methods
Capstone
- Troubleshoot Common Scenarios in Salesforce CPQ
- Design a Solution
Schedule
FAQ
Does the course schedule include a Lunchbreak?
Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.
What languages are used to deliver training?
Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.
What does GTR stand for?
GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
Does Ascendient Learning deliver group training?
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
How do I request a W9 for Ascendient Learning?
View our filing status and how to request a W9.
Reviews
It is very good and very simple instructions. almost to much hand holding.
Great and very intuitive. Better than the traditional hit the wrong button/lose points.
Class was very informative, although one lab didnt but will try again later
The platform is very intuitive and easy to navigate. Great tool for learning
Good training materials and lecture. And hands on lab and the instructor guiding was good.
