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Introduction - Salesforce CPQ
Rating: 4.2 out of 5(1,933 ratings)
21,036 students

Introduction - Salesforce CPQ

Learn Salesforce CPQ for FREE!
Created byHirday Lamba
Last updated 12/2018
English

What you'll learn

  • The main goal of the course is to make you a skilled CPQ professional —even if you have not worked in a CPQ platform before.

Course content

1 section • 13 lectures • 1h 19m total length

  • Introduction2:48
  • Create a Quote4:38

    In this video you are going to learn on how to create Account, Contact and Opportunity. Quote and product line items will be added to opportunity record.

  • Product Bundle - Option and Features9:08

    In this video you will learn how to add various products to bundle, create Features to group similar type of product options.

  • Product Bundle - Option Constraint5:39

    In this video you will learn how to add option constraints to product bundle

  • Product Rule - Select Product Options6:11

    In this video you will learn, adding product rule, configuration rule, error condition and action.

  • Product Rules - Summary Variable4:29

    In this video you will learn creating summary variable and then using it to fire error condition of product rule

  • Product Rules - Configuration Attribute9:26

    In this video you will learn to associate configuration attributes to features

  • Custom Actions4:24

    In this video you will learn on adding custom button on quote line editor screen

  • Guided Selling6:17

    In this video you will learn how to ask questions to user and based on answers show them filtered list of products.

  • Discount Schedule7:53

    In this video you will learn on creating discount schedule types like range and slab.

  • Block Pricing4:26

    In this video you will learn how to specify tiers and assign block prices to product

  • Price Rule5:07

    In this video you will learn on adding price rule, summary variable and price action.

  • Quote Template8:34

    In this video you will learn how to create template along with content.

Requirements

  • Basic knowledge of using salesforce platform as business user, CPQ login and internet connection

Description

This course covers the fundamentals that are necessary for users to begin leveraging their quoting process using Salesforce platform.  It will take over an hour to complete, and will enable users to successfully begin executing CPQ by learning pricing methods, CPQ object data model, technical configuration of discounting, output documents. 

Who this course is for:

  • For a newbie or a Business Analyst or a Salesforce Developer or a Business user, who wants to know about CPQ business flow and how to do implement on Salesforce

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