Description

Introduction
Salesforce CPQ (Configure, Price, Quote) is an advanced sales tool built on the Salesforce platform that enables organizations to accurately configure products, apply pricing rules, manage discounts, and generate professional quotes. It streamlines complex sales processes, improves pricing accuracy, automates approvals, and accelerates deal closures through guided selling and automated quote generation.

Learner Prerequisites

• Basic understanding of Salesforce CRM and Sales Cloud
• Knowledge of products, price books, and opportunities
• Familiarity with sales processes and quoting lifecycle
• Basic knowledge of Salesforce administration concepts (objects, fields, validation rules)

Table of Contents

1. Salesforce CPQ Fundamentals
1.1 Introduction to CPQ Concepts and Architecture
1.2 CPQ Data Model and Key Objects
1.3 CPQ Managed Package Overview and Setup
1.4 Products, Price Books, and Price Rules Basics

2. Product Configuration and Bundling
2.1 Product Bundles and Configuration Attributes
2.2 Feature and Option Configuration
2.3 Configuration Rules (Selection, Validation, Filter Rules)
2.4 Guided Selling and Product Recommendations

3. Pricing and Discount Management
3.1 Pricing Methods and Price Waterfall
3.2 Discount Schedules and Contracted Pricing
3.3 Price Rules and Advanced Pricing Logic
3.4 Approval Processes for Discounting

4. Quote Management and Document Generation
4.1 Creating and Managing Quotes
4.2 Quote Line Editor (QLE) Overview
4.3 Quote Templates and Document Generation
4.4 E-Signature and Quote Delivery

5. Contracting, Subscriptions, and Renewals
5.1 Subscription Products and Proration
5.2 Contract Generation and Amendments
5.3 Renewal Opportunities and Co-Termination
5.4 Asset and Order Management Basics

6. Automation, Integrations, and Advanced Features
6.1 Advanced Approvals and Workflow Automation
6.2 CPQ with Salesforce Billing Overview
6.3 Integration with ERP and External Systems
6.4 Performance Optimization and Best Practices

Conclusion
This training provides comprehensive knowledge of Salesforce CPQ, enabling learners to configure complex products, manage pricing strategies, automate approvals, and generate accurate quotes efficiently. By mastering CPQ capabilities, participants can streamline sales operations and accelerate revenue growth.