Salesforce CPQ for Administrators

• Familiarity with the Salesforce Classic interface is helpful
• Experience with Salesforce features such as creating custom fields and picklist values

Audience

• Beginning administrators
• Consultants
• Sales OPS
• IT managers
• Power users

Salesforce CPQ (formerly Steelbrick CPQ) is a highly configurable “Quote-to-Cash” application built on top of the Salesforce platform and is used for efficiently generating and delivering quotes, contracts and invoices to customers.

In this instructor-led, live training (online or onsite), participants will learn the architecture, design and operational features that make up Salesforce CPQ as they step through the set up, configuration and maintenance of a sample Salesforce CPQ installation.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction

• Standard Salesforce Quote vs Salesforce CPQ

Overview of Salesforce CPQ Architecture

Set up and Configuration

Product Selection

• Product fields and objects

Bundling and Configuration Rules

• Configurable Product Bundles
• User interface and experience

Enforcing Business Logic

• Product Features, Option Constraints, and Simple Validation and Selection Product Rules

Pricing and Discounting

• Pricing waterfall
• List pricing, cost plus markup pricing and block pricing
• Contracted pricing
• Tiered discounting

Quote Output Generation

• Programming the values for Quote and Quote Line fields
• Transferring quote data to the account

Price Actions

• Events and conditions for executing Price Actions
• Price Action sources (static values and Summary Variables)

Contracting Process

• Contract lifecycle with amendments and renewals

Generating dynamic output documents

Troubleshooting Salesforce CPQ

Summary and Next Steps