Topics Covered

Module 1: Introduction to Salesforce CPQ 

• Introduction
• Common Quoting Challenges
• Why CPQ?
• What is CPQ?
• Salesforce CPQ Process Flow
• Salesforce C-P-Q
• Begin your CPQ Journey

Module 2: CPQ Package Settings

• What are CPQ Package Setting
• Explanation of key Package Setting
• Are package setting are really required?

Module 3: Quote Line Editor (QLE) Overview

• Use of Quote Line Editor
• How to add columns to the quote line editor
• Quote Line Editor Drawer
• How to change quote line editor columns dynamically
• Default Buttons
• Groups
• Guidelines for Cloning Quote lines
• Adjust Column Width
• Show Product Image Fields in the quote line editor
• Line Editor Package Settings

Module 4: Custom Actions & Search Filters

• Custom Actions
• Search Filters

Module 5: Guided Selling

• What is Guided Selling
• Use Case
• How to Configure in CPQ?

Module 6: Products

• Products – An Overview
• Subscriptions & Perpetual Products
• Configuration Products
• Pricing Methods
• CPQ Package Settings (For Proration)

Module 7: Pricing Methods

• List Price
• Block Price
• Cost Plus Markup
• Percent of Total Price

Module 8: Bundles

• What is Bundle?
• What are Product Options?
• How do we group options logically in a feature
• Option Constraints
• Use Case to Demonstrate 
  •   Dependency
  •   Exclusion
  •   Option Constraint Group

Module 9: Bundle Configuration

• Configuration Type
• Configuration Event
• Option Layout
• Option Selection Method

Module 10: Twin Fields & Special Fields

• Twin Fields
• Twin Fields – Object & Configurator Mapping
• Special Fields

Module 11: Salesforce CPQ Attributes

• Configuration Attributes 
• In Line Attributes
• Global Attributes

Module 12: Product Rules

• Introduction to Product Rules
• Type of Product Rules
• Use Cases
• Product Rule Scope Guidelines
• Best Practices

Module 13: Price Rules & Lookup Queries

• Introduction to Price Rules
• How to create a price rule
• Price rule advantages
• Lookup Queries

Module 14: Price Waterfall

• What is Price Waterfall?
• Unit Prices vs Total Prices
• Levers to Influence Pricing
• Tools to Modify Price Waterfall

Module 15: Discount Schedule

• Slab Discount
• Range Discount
• Setting Up Discount Schedule
• Discount Schedule with Block Pricing

Module 16: CPQ Calculation Sequence

• Quote Calculation Sequence
• Triggers for Calculation
• Calculation Sequence Details
  •  Considerations for Price Rules

Module 17: CPQ Quote Documents

• Overview of Document Generation
• Template Content
• Types of Content
  •     HTML
  •     Line Items
  •     Quote Terms
• Additional Documents
• Document File Formats & Permissions
• eSignature Integration

Module 18: Contracts

• Introduction to Contracts
• Renewal Model
• Contract from Opportunity

Module 19: Amendments & Renewals

• Amendment Process & Considerations
• Renewals Process & Considerations
• Contracted Pricing

Module 20: Multi-Dimensional Quoting(MDQ)

• What is Multi-Dimensional Quoting
• Creating and Using MDQ Products
• MDQ Products Considerations

Module 21: Advanced Approvals

• Installation of Advanced Approvals Package
• Approval set up
• Approval Chains
• Approvers
• Approval Rules

Project

Explore Practical Applications: Dive into real-world project scenarios during training sessions for hands-on learning.