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- CPQ object data model in Detail - object relationships, twin fields, data migration, localization
- Package Setting & Products, Update Package Settings, Update Product Fields
- Troubleshoot and solve basic platform issues
- Home
- Digital Lync
- Courses
- Salesforce CPQ Training
Quick Facts
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|---|---|---|---|---|---|
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Medium of instructions
English
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Mode of learning
Self study, Virtual Classroom
+1 more
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Mode of Delivery
Video and Text Based
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Frequency of Classes
Weekdays, Weekends
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Course and certificate fees
certificate availability
Yes
certificate providing authority
Digital Lync
The syllabus
Introduction to CPQ
Creating Quote
- Creating an Account, Contact, Opportunity and Quote
Quote Line Editor UI
- Pricing Fields
- Alternate Quote Line Views
- Configure search filters, field sets, and custom actions for product selection and configuration
Configuration
- Product Bundle Settings
- Nested bundles
- Create Features, Product Options, Option Constraints, Configuration Attributes for a Bundle
Product Rules
- Create a Product Rule, Selection Product Rules, Validation Product Rule, Configuration Attributes
Dynamic Bundles
- Create a Dynamic Bundle
Custom Actions
- Create Custom Action & Default Action
- Composite summary variables
- Target URL in custom actions
Guided Selling
- Guided Selling
Package Settings
- Update Package Settings
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
- Troubleshoot and solve basic product rules and pricing issues
- Discounting tools (Standard and Tier Based discount)
- Native and advanced approvals
Contracting
- Utilize the ordering and contracting process
- Create a Contract and Renewal Opportunity
- Amend a Contract
- Create a Renewal Quote
Quote Templates
- Quote Template Basics
- Custom Quote Template & Custom Template Content
- Generating dynamic output documents using Conditional Template Content
Articles
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