SALESFORCE CERTIFIED CPQ SPECIALIST Training

About Course

The Salesforce Certified CPQ Specialist certification validates skills in implementing Salesforce CPQ (Configure, Price, Quote) solutions. It covers topics such as product configuration, pricing, quoting processes, and contract management. Aimed at consultants and sales operations professionals, it ensures proficiency in configuring CPQ applications to streamline quote-to-cash processes, enhance sales efficiency, and ensure pricing accuracy. Certification holders demonstrate expertise in leveraging Salesforce CPQ capabilities to customize quoting solutions, optimize sales workflows, and improve sales performance. It enhances career prospects by validating knowledge in CPQ implementation, enabling professionals to effectively support sales teams in delivering accurate and competitive quotes to customers.

Course Content

Module 1: Package Setting & Products

Update Package Settings
Update Product Fields

Module 2: Creating Quote

Module 3: Configuration

Module 4: Product Rules

Module 5: Custom Actions

Module 6: Guided Selling

Module 7: Pricing

Module 8: Pricing Rules

Module 9: Contracting

Module 10: Quote Templates

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About Course

What Will You Learn?

Course Content

Module 1: Package Setting & Products

Update Package Settings

Update Product Fields

Module 2: Creating Quote

Creating an Account, Contact, Opportunity and Quote

Module 3: Configuration

Product Bundle Settings

Create Features for a Bundle

Create Product Options for a Bundle

Create Option Constraints for a Bundle

Create Configuration Attributes for a Bundle

Module 4: Product Rules

Create Product Rule

Create Selection Product Rules and Using Lookup Queries

Create Validation Product Rule

Create Alert Product Rule

Configuration Attribute

Create a Dynamic Bundle(Using Filter)

Module 5: Custom Actions

Create Custom Action

Module 6: Guided Selling

Guided Selling

Module 7: Pricing

Pricing Methods

Manual Discounting

Create a Discount Schedule

Contracted Pricing

Subscription Pricing

Multi-Dimensional Quoting

Module 8: Pricing Rules

Create Price Rules

Create Price Rules using Lookup Queries

Module 9: Contracting

Create a Contract and Renewal Opportunity

Amend a Contract

Create a Renewal Quote

Module 10: Quote Templates

Quote Template Basics

Custom Quote Template

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