Salesforce CPQ Basics to Expert Certification Master Course

Salesforce CPQ Course Covers from Basics to Advance Level Concepts

• Configuration: Building product bundles, features, and option constraints.

• Pricing: Mastering list, cost, block, and Percent of Total (PoT) pricing methods.

• Automation: Using Price Rules, Product Rules, and Summary Variables to reduce manual errors.

• Lifecycle Management: Managing amendments, renewals, and contract generation.

Salesforce CPQ Course Covers Following topics Step by Step

01.Salesforce Sales Process

02.Salesforce Sales Process Challenges

01.CPQ Basics

03.CPQ Basics Configure Price Quote

04.Why CPQ & CPQ Benefits

02.CPQ Product

05.CPQ Orders Asset Contract

06.CPQ Types of Product Peretual, Subscriptin Usage Based, Multi Dimensional

03.CPQ Installation

07.Salesforce CPQ Org

08.CPQ Installation

09.CPQ Post Installation Steps

10.CPQ Package Settings

11.CPQ Giving Access to Users

04.CPQ Quote and Quote Line Editor

12.01.CPQ Quote

13.02.CPQ Create Quote

14.03.CPQ Primary Quote

15.04.CPQ Product Price Book Relationship

16.05.CPQ Add Products to Quote

17.06.CPQ Quote Line Editor

18.07.CPQ Product Vs Quote Line Editor

19.08.CPQ Create Quote Line Groups

20.09.CPQ Add Fields to Quote Line Group

21.10.CPQ Quote Vs Quote Line Vs Quote Line Group

22.11.CPQ Add Fields to Quote Header Field Set

23.12.CPQ Add Fields to Quote Line Field Set

24.13.CPQ Add Pricing Fields to Standard Line Item Drawer

25.14.CPQ Setup Custom Action Buttons in Quote Line Item

05. Section - CPQ Product Bundles

26.01.CPQ Product Bundle

27.02.CPQ Bundle Types

28.03.CPQ Create Bundle

29.04.CPQ Product Bundle Configuration Event Create Edit Always Salesforce

30.05.CPQ Create Nested Bundle Salesforce

31.06.CPQ Package Setting Bundle Product Hierarchy Bundle Structure Salesforce

32.07.CPQ Field Quantity, Quantity Editable, Min Max Quantity Salesforce

33.08.CPQ Bundle Check Box on Product Option Salesforce

34.09.CPQ Product Option Type Field Component Accessory Related Product Salesforce

35.10.CPQ Product Feature Related Options Salesforce

36.11.CPQ Option Selection Method Click Add Dynamic Salesforce

37.12.CPQ Category Feature Salesforce

38.13.CPQ Quote Line Visibility and Document Always Document Only Editor Only Never

06.CPQ BundleAttributes

39.01.Attributes in CPQ |Bundle Attributes

40.02.Types of Attributes in CPQ |Bundle Attributes

41.03.Enable Global Attributes in New CPQ Org |Bundle Attributes

42.04.CPQ Attributes Use Case |Bundle Attributes

43.05.Set Up Configuration Attributes in CPQ |Bundle Attributes

44.06.Set Up Global Attributes in CPQ |Bundle Attributes

45.07.Create Global Attributes in CPQ |Bundle Attributes

46.08.Create Attribute Set and Add Attribute Items in CPQ |Bundle Attributes

47.09.Add A Product Attribute Set to the Attribute in CPQ |Bundle Attributes

48.10.Set Up Twin Fields in CPQ |Bundle Attributes

49.11.Configuration Attributes Vs Global Attributes in CPQ |Bundle Attributes

07.Salesforce CPQ Subscription Products

50.1.CPQ Subscription Products Monthly Yearly  Fixed Term  Salesforce

51.2.CPQ Set Up Subscription  Terms Product Fields Membership Salesforce

52.3.CPQ Subscription Pricing Fixed Vs Percentage of Total Salesforce

53.4.CPQ Evergreen Subscriptions Renewable Vs Evergreen Salesforce

54.5.CPQ Setup Evergreen Subscriptions Enable Configure Adjust Salesforce

55.6.CPQ Create an Evergreen Subscription Product Price Salesforce

56.7.CPQ Create a Renewable Evergreen Subscription Rollon Salesforce

08.CPQ MDQ Multi Dimensional Quoting Products

57.01.CPQ MDQ Multi Dimensional Quoting Products |Why MDQ |With MDQ Without MDQ|

58.02.CPQ Setup MDQ Product Using Price Dimensions |Define Price Dimensions

59.03.CPQ Configure MDQ Quote |CPQ Salesforce Training

60.04.CPQ Convert MDQ Subscription to Normal Subscription |CPQ Salesforce Training

61.05.CPQ Setup Custom Price Dimensions |CPQ Salesforce Training

62.06.CPQ Setup One Time Price Dimension |CPQ Salesforce Training

09.CPQ Usage Based Products 

63.01.CPQ Usage Based Products

64.02.CPQ Usage Based Pricing Settings

65.03.CPQ Set Up Usage Based Products

66.04.CPQ Consumption Schedules

67.05.CPQ Set a Consumption Schedule

68.06.CPQ Consumption Rates

69.07.CPQ Set Consumption Rates

70.08.CPQ Visualize a Usage Based Product in QLE

10.Pricing in CPQ -Product Pricing Method

71.01.CPQ Pricing Agenda

72.02.CPQ Price Book

73.03.CPQ Price Waterfall

74.04.CPQ Block Pricing

75.05.CPQ Setup Block Pricing

76.06.CPQ Percent of Total(POT) Pricing

77.07.CPQ Set up POT Pricing

78.08.CPQ Set up POT Category 

79.09.CPQ Set up POT Constraint to Limit the Total

80.10.CPQ Option Pricing Within Bundles

81.11.CPQ Set up Option Pricing

82.12.CPQ Cost-and-Markup Pricing

83.13.CPQ Set up Cost-and-Markup Pricing

84.14.CPQ Contracted Pricing

85.15.CPQ Set up Contracted Pricing for Single Product

86.16.CPQ Setting up an Account-Based Contracted Price for a group of Products

87.17.CPQ Allow Users to Define Custom Product Pricing

11.CPQ Pricing Rules

88.01.CPQ Price Rules

89.02.CPQ Set Up a Price Rule

90.03.CPQ Set a Price Condition

91.04.CPQ Set a Price Action

12.CPQ Product Rules

92.01.CPQ Product Rules Types

93.02.CPQ Product Rules Scope and Evaluation Event

94.03.CPQ Set up Validation Rule

95.04.CPQ Set Error Condition

96.05.CPQ Validation Rule Demo

97.06.CPQ Set up an Alert Rule

98.07.CPQ Alert Rule Demo

99.08.CPQ Selection Rules

100.09.CPQ Set up a Selection Rule

101.10.CPQ Selection Rule Demo

13.Summary Variables

102.01.CPQ Summary Variables

103.02.CPQ Summary Variable Object & Fields

104.03.CPQ Set up Summary Variable based Price Rule

14.Pricing in CPQ Discounting

105.01.CPQ Discounting

106.02.CPQ Option Dicounts within Bundles

107.03.CPQ Set up Option Discounts

108.04.Volume-based Discounts

109.05.Set up Discount Schedules

110.06.Range vs Slab Discount Schedules

111.07.Set Quantities for Discount Schedules Aggreation Scope

112.08.Percent Vs. Amount Discount Schedules

113.09.Manual Discounts

114.10.Apply Manual Discounts

115.11.Quote Vs. Group Vs. Line Additional Discounts

116. 12. Channel Discounts

117.13.Apply a Partner Discount

118.14.Set up Distributor Discount & Apply them

15.Quote Template and Document

119.01.Agenda

120.02.Quote Template & Documents

121.03.Generate Quote Document

122.04.Quote Template Object & Fields

123.05.Setup a Quote Template

124.06.Set a Section for the Template Top-Header

125.07.Set a Section for the Line Items-Table

126.08.Set a Section for- Quote Terms

127.09.Organize & Number Terms

128.10.Set a Section for the Template Bottom-Signature

129.11.Add Additional Documents to the Quote Document

130.12.Set a Custom Template Content

131.13.Summary

132.14.CPQ Package Settings Documents

16.Orders

133.01.Orders

134.02.Create an Order from a Quote

135.03.Create an Order from an Opportunity

136.04.Create Multiple Orders from a Quote

137.05.Orders & Order Products Dates

138.06.Activate an Order

139.07.CPQ Package Setting_Orders

17.Assets, Subscription and Contracts

140.01.Assets

141.02.Subscription & Contacts

142.03.Generate Orders, Assets, Subscriptions & Contracts

143.04.Create Assets, Subscriptions & Contracts from an Order

144.05.Create Assets, Subscriptions & Contracts from an Opportunity

18.Renewals

145.01.Renewals

146.02.Renewal Models Asset-based Vs Contract -based

147.03.Renew from the Contract

148.04.Renew Multiple Contracts from the Account

149.05.Renew Assets covered by a Percent of Total (POT) Subscription Product

19.Amendments

150.01.Amendments

151.02.Amend Contracts

152.03.Amend Assets