Course content:
Topic | Sub Topic |
Introduction | CPQ object data model in Detail - Not Limited to object relationships, twin fields, data migration |
Package Setting & Products, Update Package Settings, Update Product Fields | |
Updating CPQ layouts | |
Customizing your Tabs demo | |
Creating Quote | Creating an Account, Contact, Opportunity and Quote |
Configuration | Product Bundle Settings |
Product Families | |
Nested bundles | |
Advanced grouping | |
Summary Variable | |
Create Features, Product Options, Option Constraints, Configuration Attributes for a Bundle | |
Product Rule | Create a Product Rule, Selection Product Rules, Validation Product Rule, Configuration Attributes |
Dynamic Bundles | Create a Dynamic Bundle |
Quote Line Editor UI | Alternate Quote Line Views |
Pricing and Discounting | Configure search filters, field sets, and custom actions for product selection and configuration |
Pricing | |
Price Waterfall | |
Create a Discount Schedule | |
Pricing Methods & Price book entries | |
Contracted & Subscription Pricing | |
Configure price rules using lookup objects and formula fields and understand quote calculation sequence and quote line pricing fields. | |
Price Action sources including static values, Summary Variables, formulas, and Lookup tables | |
Calculation events, conditions, Lookup objects & Lookup Queries | |
Multi-Dimensional Quotation (MDQ) | |
Price Rules, methods and Discounting | Create Price Rules & Formula expressions for price rules |
Pricing Methods, Cost plus markup Pricing | |
Block with discount schedule | |
Discounting tools (Standard and Tier Based discount | |
Advanced approvals | |
Contracting | Utilize the ordering and contracting process. |
Contract Lifecycle | |
Create a Contract and Renewal Opportunity | |
Amend a Contract | |
Create a Renewal Quote | |
Quote Templates | Quote Template Basics & Advanced quote template topics |
Custom Quote Template & Custom Template Content | |
Generating dynamic output documents using Conditional Template Content | |
Custom Actions | Create Custom Action & Default Action |
Composite summary variables | |
Target URL in custom actions | |
Guided Selling | Quote Process |
Process Input | |
Process Input Condition | |
CPQ Certification | Certification Questions discussion |
Advance approval Package | Advanced Approvals New Introduction |
Enabling Quote Doc | |
Advanced Approvals Enable Quote | |
Advanced Approvals Email Templates | |
Advanced Approvals Email Services | |
Advanced Approvals Set Up Rule | |
Advanced Approvals New Smart | |
Advanced Approvals Dynamic Approvers | |
Advanced Approvals Delegating Approvers | |
Advanced Approvals Replacing Approvers. |
Please contact us for more details:
Email: svtechsoft@gmail.com
Mobile: (+91)9394117119
Whatsapp Direct Link: http://wa.me/919394117119?text=Salesforce+CPQ+Training
Mobile: (+91)9394117119
Whatsapp Direct Link: http://wa.me/919394117119?text=Salesforce+CPQ+Training
1 Comments
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Salesforce CPQ Certification