Prerequisites
To apply for the Salesforce CPQ Training, you need to either:
- There are no special prerequisites to join this course.
- Any individuals interested in building their career with Salesforce CPQ skills can pursue this Course.
Course Curriculum
Module 1: Basics of salesforce CPQ
- Exploring the salesforce CPQ architecture
- Lead to cash process
Module 2: Configuration and installation of the package
- Installation Best Practice
- Upgrade/Patch Installation Best Practice
- Package Configuration
- Post Installation
- Page Layout and Button Configurations
Module 3: Salesforce cloud
- Lead Creation & Conversion
- Account Creation
- Account Creation
- Contact Creation
- Opportunity Creation
Module 4: Product configuration
- Standalone products
- Product Bundle Settings
- Features for a Bundle
- Product Options for a Bundle
- Option Constraints for a Bundle
- Configuration Attributes for a Bundle
Module 5: Advance product configuration setting
- Nested Bundles
- Dynamic Bundle
- Asset Conversion Method
- Option Selection Layout
- Code Configuration Pattern
- Optional Products
- Syncing Behaviour with Opportunity
Module 6: Guided selling
- Guided selling
Module 7: Pricing waterfall
- Original Price
- List Price
- Option Price
- Special Price
- Regular Price
- Customer Price
- Partner Price
- Distributor Price
Module 8: Discounting
- Discount Schedule
- Slab Discount
- Range Discount
- Different places to apply discount schedule
- Override Discount Schedule
- Option Discount
- Additional Quote Line Discounts
- Percent
- Amount
- Unit Override
- Total Override
- Additional Quote Discounts
- Group Level Discount
- Tier based Discount
- Discount by Package
- Partner Discount
- Distributor Discount
- Contractual Discount
Module 9: Production rules
- Selection Product Rules and Using Lookup Queries
- Validation Product Rule
- Alert Product Rule
- Filter Product Rule
Module 10: Custom actions
- Custom actions
Module 11: Pricing methods
- List
- Cost
- Block
Module 12: Usage based pricing
- Pricing based on the utilization
- Contract pricing
Module 13: Pricing rules
- Price rule creation
- Look up object and how it is used in pricing rule
Module 14: Renewals
- Contract Based Renewal
- Asset Based Renewal
- Renewal Pricing Method
- Merge Contract During Renewal
- Auto Renewal
Module 15: Cancellation
- Cancellation and partial cancellation
Module 16: Localization and multi currency
- Localization
- Multi currency
Module 17: Quote templates
- Quote Template Basics
- Advance Quote Templates
- Translation
- Additional Document
- Template Content
- Sections
- Translation
Module 18: Contracts and order management
- Contracts
- Order management
Module 19: Approvals
- Package Installation & Setup
- Approval Rule
- Smart Approval
- Approval Conditions
- Approver
Module 20: Performance troubleshooting
- Performance troubleshooting
- CAP data schema
- API class
- Customization best practices
Module 21: Conclusion
- Summarizing all the points discussed above.
