Learn everything you need to know about the powerful Salesforce pricing tool
What you will learn
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Demonstrate knowledge about the CPQ object data model as it relates to data migration
Configure bundles (Features, Options, Option Constraints, Configuration Attributes) and Product Rules
Configure Price Rules using lookup objects and formula fields, and understand quote calculation sequence and Quote Line pricing fields
Given a scenario, identify the appropriate pricing method (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total)
Configure a dynamic Quote Template using Quote Terms, Line Columns, Template Sections, and Template Content.
Generate renewal and amendment Quotes
Troubleshoot and solve basic Price Rules, Product Rules, pricing issues, and data flow
Set up Products, Price Books, and Price Book Entries
Knowledgeable about CPQ package level settings and managed package considerations
Configure Search Filters and Custom Actions for product selection and configuration
English
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