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Trailhead

Learn Salesforce CPQ Admin Fundamentals

Salesforce via Trailhead

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Overview

Help your sales team create quotes quickly and accurately with Salesforce CPQ.
  • Learn how to create bundles of products using Salesforce CPQ.
  • Create attributes that let sales reps easily customize smartwatches for their customers.
  • Discover how product rules help sales reps get the right products on quotes.
  • Help sales reps create quotes for complex, interrelated products with Salesforce CPQ.
  • Use your Salesforce CPQ admin skills to build a solution that meets business requirements.
  • Quote prices with precision using Salesforce CPQ pricing tools.
  • Automate discounts in CPQ based on volume or bundling.
  • Price, discount, and sell subscription products the smart way with Salesforce CPQ.
  • Meet custom pricing requirements with the sophisticated power of price rules.
  • Create templates that let sales reps send great-looking proposals in just a few clicks.
  • Use Salesforce CPQ to generate multiple orders quickly and accurately.
  • Use Salesforce CPQ to change existing quotes and contracts.
  • Generate orders, contracts, and renewal opportunities with Salesforce CPQ.

Syllabus

  • Configurable Bundles in Salesforce CPQ
    • Learn About Configuration in the Sales Process
    • Control the Configuration Experience
    • Use Product Options to Construct Bundles
    • Determine How Bundled Quote Lines Behave After Configuration
    • Use Features to Organize Options
    • Change the Feature User Experience
    • Learn About Configured Code and Description
  • Personalize Smartwatches with Salesforce CPQ Attributes
    • Set Up a CPQ-enabled org
    • Create Smartwatch Attributes for Size and Accent
    • Set a Default Value for an Engraving Attribute
    • Place an Outlet Attribute into a Feature
    • Create Attributes for Watch Band Styles
    • Limit Color Choices Based on Material
    • Create Twin Fields on the Quote Line
    • Create Twin Fields on the Order Product
  • Product Rules in Salesforce CPQ
    • Get Started with Product Rules
    • Put Conditions on Rules
    • Decide When Rules Evaluate
    • Make Rules for Specific Bundles
    • Control Options with Selection Rules
    • Discover Other Ways to Use Selection Rules
    • Use Data from a Custom Object to Drive Rules
    • Make a Dynamic Bundle with Filter Rules
  • Create a Home Security Bundle with Product Rules
    • Sign Up for a Trailhead Playground with Salesforce CPQ
    • Create a Configurable Bundle with Options and Features
    • Create an Alert Product Rule
    • Create a Selection Product Rule
    • Create a Validation Product Rule Using a Summary Variable
  • Extra Mile: Configure a Solar Energy Bundle with Salesforce CPQ
    • Sign Up for a Developer Edition Org with Salesforce CPQ
    • Create a Solar Energy System Bundle
    • Organize the Solar Bundle with Features
    • Capture Solar Bundle Details with Attributes
    • Ensure Proper Configuration with a Product Rule
    • Consider Other Routes to Your Goal
  • Pricing Methods for Salesforce CPQ
    • Get Started with Salesforce CPQ for Pricing
    • Identify Exceptions to Standard Pricing
    • Implement Block Pricing
    • Implement the Percent Of Total Pricing Method
    • Implement Option Pricing Within Bundles
    • Configure Cost Plus Markup Pricing
    • Create Account-Based Contracted Pricing
    • Enable Manual Overrides
  • Discounting Tools in Salesforce CPQ
    • Use Salesforce CPQ for Discounting
    • Explore Discount Options Within Bundles
    • Set Up Volume-Based Discount Schedules
    • Configure Quantities for Discount Schedules
    • Filter Discount Schedules by Records and Fields
    • Override Volume-Based Discounts
    • Apply Manual Discounts
    • Configure Partner and Distributor Discounts
  • Subscription Pricing in Salesforce CPQ
    • Get Started with Subscription Pricing
    • Set Up Your First Subscription Product
    • Learn About Date Fields and Proration
    • Create a Multidimensional Quote
    • Customize Your Multidimensional Quotes
    • Give Discounts for Long Subscriptions
    • Explore Other Ways to Affect Subscription Pricing
  • Price Rules in Salesforce CPQ
    • Get Started with Salesforce CPQ Price Rules
    • Replace List Price Using a Simple Price Rule
    • Formulate Your Conditions and Actions
    • Learn When to Use the Special Price Field
    • Summarize Data with Summary Variables
    • Consolidate Price Rules by Using Lookup Queries
    • Sequence Price Rules for Correct Calculations
  • Quote Templates in Salesforce CPQ
    • Get Started with Quote Templates in Salesforce CPQ
    • Create Your First Quote Template
    • Structure a Customized Quote Template
    • Add Conditions to Template Sections
    • Show Quote Line Data in a Table
    • Rearrange the Line Item Table
    • Insert Visualforce Content and Troubleshoot Templates
    • Show Dynamic Quote Terms
  • Salesforce CPQ Order Generation
    • Get Started with Salesforce CPQ Order Generation
    • Generate Your First Order
    • Generate Multiple Orders from a Single Quote
    • Automatically Split a Quote into Multiple Orders
  • Contract Amendments with Salesforce CPQ
    • Get Started with Salesforce CPQ Amendments
    • Change an Existing Contract
    • Discover More Ways to Amend Contracts
    • Learn About Pricing and Bundling Considerations
    • Explore Significant Date Fields and Multidimensional Quoting
  • Simplify Home Security Subscription Renewals
    • Sign Up for a Trailhead Playground with Salesforce CPQ
    • Create a Quote with Subscription Products
    • Generate Orders, Assets, Contracts, and Subscriptions
    • Generate a Renewal Opportunity for Forecasting
    • Amend a Contract
    • Create a Quote for a Renewal Contract

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