Configure and Administer a Salesforce CPQ Solution CPQ-301

Training Summary
Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You’ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company.
There are no prerequisites for this course.
5 Days/Lecture & Lab
This class is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It’s also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential.
Course Topics
  • Course Introduction
  • Introduction to DPQ
  • Object Model Foundations
  • Product Selection
  • Bundle Configuration
  • Option Selection Guidelines
  • Product Rules
  • Pricing Methods
  • Subscription Pricing
  • Discounting
  • Price Rules
  • Advanced Approvals
  • Quote Templates
  • Localization and Multicurrency
  • Orders
  • Contracts, Renewals, and Amendments
  • Capstone

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