Salesforce CPQ : Salesforce CPQ Basics for Admins

Complete guide to Salesforce CPQ for admins, product bundles/rules, CPQ pricing methods, CPQ quote generation and more

Want to learn Salesforce CPQ and become an awesome CPQ Admin ?

What you’ll learn

  • Salesforce CPQ.
  • Product rules.
  • Product Bundle.
  • Quote Generation.
  • Salesforce CPQ pricing tools.
  • Discounting Tools in Salesforce CPQ.
  • Price Rules in Salesforce CPQ.

Course Content

  • Introduction –> 3 lectures • 9min.
  • CPQ Fundamentals –> 9 lectures • 41min.
  • Product Rule –> 3 lectures • 22min.
  • Pricing –> 4 lectures • 20min.
  • Discounting tools –> 5 lectures • 15min.
  • Quote –> 4 lectures • 11min.

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Requirements

Want to learn Salesforce CPQ and become an awesome CPQ Admin ?

 

CPQ Salesforce, or Configure, Price, Quote by Salesforce is a tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately.

The course will take you through Basic Salesforce CPQ features and configurations that will teach you how to solve business use cases with CPQ. The course also covers some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.

After completing this course, you’ll be able to:

  • Configure and create Product Bundles
  • Create Option types and features for Product bundles
  • Create Product Rules
  • Create Summary variable
  • Validate Products added in a bundle
  • Create Pricing Rules
  • Create discount schedules
  • Create and configure quote templateThe course is made very concisely keeping in mind that all the Basic information regarding Salesforce CPQ is covered. Salesforce CPQ makes the product selection and pricing process much easier and it helps you produce a quality quote that’s complete and accurate and that looks professional. This course is not just a power-point presentation but its a complete hands -on course so you can learn by doing.

At the end of the course you will be able to solve basic business use cases using the power of Salesforce CPQ. The course will give you the basic knowledge and hands on experience on Salesforce Lightning CPQ.

 

Happy Learning!!