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    Salesforce CPQ Training

    BY
    Digital Lync

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    Mode

    Part time, Online

    Duration

    3 Months

    Quick Facts

    particular details
    Medium of instructions English
    Mode of learning Self study, Virtual Classroom +1 more
    Mode of Delivery Video and Text Based
    Frequency of Classes Weekdays, Weekends

    Course and certificate fees

    certificate availability

    Yes

    certificate providing authority

    Digital Lync

    The syllabus

    Introduction to CPQ

    • 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

    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

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