infyni

Salesforce CPQ Training

Taught by industry experts, you will have live and online classes with your instructor. Group sizes are kept small so that you have individual attention. Live projects are included with periodic assessments. All sessions are additionally overseen by moderators to help you with any challenges.

Live Course

Duration: 25 Hours

Enrolled: 0

Offered by: infyni

(3)

Live Course
$681 60% off

$272

Coming Soon Notify Me

About Course

Your role as a sales executive is to sell a company's products and services.

Salesforce CPQ is a software tool referring to configure, price, and quote. It allows sales personnel to quote accurately and fast, for sales orders that come. This course is designed to make you a skilled professional in CPQ by teaching you the entire quoting process, pricing methods, configuration, CPQ object data model, and more.

With very few people available this is a much sought after qualification. Here are some trending career opportunities in Salesforce CPQ : 

  • Salesforce CPQ Development Lead for Micro Focus
  • Salesforce Admin with CPQ for Benchmark IT Solutions
  • Salesforce CPQ Application Developer for Accenture
  • Salesforce CPQ  Architect for Spaulding Ridge

Course starts soon. Get in touch with us if you want to attend sessions as a free trial.


Skills You Will Gain

CPQ Object Quotation Product Bundles Product Rules Dynamic Bundles Guided Selling Price Waterfall Multi Dimensional Quotation (MDQ) Contracting Quote Templates

Course Offerings

  • Instructor-led interactive classes
  • Clarify your doubts during class
  • Access recordings of the class
  • Attend on mobile or tablet
  • Live projects to practice
  • Case studies to learn from
  • Lifetime mentorship support
  • Industry specific curriculum
  • Certificate of completion
  • Employability opportunity
  • Topics
  • Instructor (1)
  • Reviews
  • CPQ object data model in Detail (*) - object relationships, twin fields, data migration, localization
  • Package Setting & Products, Update Package Settings, Update Product Fields
  • Troubleshoot and solve basic platform issues
  • Creating an Account, Contact
  • Opportunity and Quote
  • Pricing Fields
  • Alternate Quote Line Views
  • Configure search filters, field sets, and custom actions for product selection and configuration (*)
  • Product Bundle Settings
  • Nested bundles
  • Create Features, Product Options, Option Constraints, Configuration Attributes for a Bundle
  • Create a Product Rule, Selection Product Rules, Validation Product Rule, Configuration
  • Attributes
  • Create a Dynamic Bundle
  • Create Custom Action & Default Action
  • Composite summary variables (*)
  • Target URL in custom actions (*)
  • Guided Selling
  • Update Package Settings
  • Price Waterfall
  • Create a Discount Schedule
  • Pricing Methods & Price book entries
  • Contracted & Subscription Pricing
  • Configure price rules using lookup objects and formula fields, and understand quote calculation sequence and quote line pricing fields
  • Price Action sources including static values, Summary Variables, formulas, and Lookup tables
  • Calculation events, conditions, Lookup objects & Lookup Queries
  • Multi Dimensional Quotation (MDQ)
  • Create Price Rules & Formula expressions for price rules (*)
  • Pricing Methods, Cost plus markup Pricing
  • Block with discount schedule
  • Troubleshoot and solve basic product rules and pricing issues (*)
  • Discounting tools (Standard and Tier Based discount)
  • Native and advanced approvals
  • Utilize the ordering and contracting process.
  • Create a Contract and Renewal Opportunity
  • Amend a Contract
  • Create a Renewal Quote
  • Quote Template Basics
  • Custom Quote Template & Custom Template Content
  • Generating dynamic output documents using Conditional Template Content

(3)

Salesforce CPQ Training students also learn