Salesforce Certified CPQ Specialist - Full Course

Learn everything you need to know about the powerful Salesforce pricing tool

[Free Udemy Course] Salesforce Certified CPQ Specialist - Full Course

 

What you'll learn

  • 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

 

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