Salesforce CPQ for Beginners (NRIVA)

This live online course gives you a solid foundation on Salesforce CPQ. Classes are interactive and hands-on with instructors who can clarify your doubts through every class. Learning is easier when its live and interactive rather than from recorded sessions. Take a free trial to try the course.

Live Class: Friday, 09 Sep

Enrolled: 0

Duration: 30 Hours

Offered by: infyni

$749

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About Course

This live online foundational training provides you with the basic knowledge needed to set up, configure, and maintain a Salesforce CPQ instance, enabling your success with Salesforce CPQ. We recommend new administrators take this hands-on course before starting a Salesforce CPQ implementation or when taking over an existing implementation. This course is ideal for new system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce CPQ application. Also, perfect for sales ops, IT managers, power users, and other users who would benefit from a deeper knowledge and understanding of the capabilities of Salesforce CPQ.

With lots of organizations looking to improve their quoting process, Salesforce CPQ is a good option to consider. 

So, what is Salesforce CPQ ? 


CPQ stands for Configure, Price, Quote, a business software application designed for sales teams to provide product options and prices with accuracy.


CPQ solutions of the future will facilitate even more efficient workflows than are currently possible. Employees in non-sales departments won’t have to clean up sales data as often or delay decisions because of incomplete or inaccurate information.


Familiarity with the Salesforce interface and experience with creating custom fields and picklist values is helpful, but not necessary. If you have any doubts, drop us a mail and you could attend one of our classes as a 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
  • Hands-on foundational training providing you with the basic knowledge needed to set up, configure, and maintain a Salesforce CPQ instance, enabling your success with Salesforce CPQ. We recommend new administrators take this course before starting a Salesforce CPQ implementation or when taking over an existing implementation.

  • CPQ object data model in Detail - object relationships, twin fields
  • 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
  • Create Features, Product Options, Option Constraints, Configuration Attributes for a Bundle
  • Nested bundles
  • Create a Product Rule, Selection Product Rules, Validation Product Rule, Configuration Attributes, Create a Dynamic Bundle
  • Create Custom Action & Default Action
  • Target URL in custom actions (*)
  • Guided Selling
  • Update Package Settings
  • Price Waterfall
  • Create a Discount Schedule
  • Pricing Methods & Price book entries
  • Discount schedule
  • Contracted & Subscription Pricing
  • Multi-Dimensional Quotation (MDQ)
  • Price Action sources including static values, Summary Variables, formulas, and Lookup tables
  • Calculation events, conditions, Lookup objects & Lookup Queries
  • Create Price Rules & Formula expressions for price rules
  • Understand quote calculation sequence and quote line pricing fields
  • 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
  • Advanced approvals and package settings

...
Disha Arora
About Instructor

I am an expert Salesforce Admin in CPQ with 7 years experience in the industry. In my coaching, I focus more on practical scenarios that help students, by working on live projects.


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