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CPQ301
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For whom?
CPQ301 – CONFIGURE AND ADMINISTER SALESFORCE CPQ SOLUTION
(Program update June 2024)
Score : 4.7/5 (2023 average)
Discover how to administer end-to-end Salesforce Configure, Price, Quote (CPQ) solutions with out-of-thebox functionality. In this 5-day instructor-led course, learn how to configure products, create discount and pricing methods, and manage subscriptions in order to implement robust CPQ solutions that meet business requirements.
Audience
This course is designed for experienced Salesforce administrators, business analysts, and implementation specialists who are interested in gaining a technical understanding of Salesforce CPQ administration. It is also designed for solution architects, implementation consultants, and developers who are responsible for configuring CPQ solutions. This is also a great foundational course for anyone interested in earning their CPQ Specialist credential
Prerequisites
Please complete the following trailmix before attending our expert-led class. Trailmix, Trailhead Academy
IMPORTANT : If you use your personal computer and a configuration is described in the Computer Setup Guide, you must complete it before attending the class.
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Objectives
When you complete this course, you will be able to:
- Implement CPQ solutions that meet business requirements
- Set Up Products, Bundles, and Product Rules
- Build Price Rules to Automatically Populate Field Values while Quoting or Configuring a Bundle
- Establish appropriate System Discounts and Pricing Methods
- Configure Dynamic Output Document Generation
- Manage Subscription Products, including renewal and amendment
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Program
- Course introduction
- Introduction to CPQ
- Object model foundations
- Product selection
- Bundle configuration
- Option selection guidelines
- Product rules
- Pricing methods
- Subscription pricing
- Discounting
- Price rules
- Advanced approvals
- Quote templates
- Localization and multicurrency
- Orders
- Contracts, renewals, and amendments
- Capstone
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Advantages
- Training provided by a Salesforce certified trainer
- Theoretical explanations paired with hands-on exercises
- Attendee kit provided : Course material / Exercise book / Training organization available 30 days
- CPQ301 is recommended to prepare Salesforce Certified CQP Specialist exam. Other courses and self-study materials are recommended for this exam. The complete list of prerequisites is provided by Salesforce in the Exam Guide.
- Registration for an inter-company training session entitles you to a voucher to pass the corresponding certification exam. The voucher, valid for 6 to 12 months, is sent to the trainee on request, at no additional cost. Note that this offer is valid for only one voucher per certification; If you register for multiple courses preparing for the same certification, you will be entitled to only one free voucher.
Note :
-
- Salesforce certification exam doesn’t take place during the training and it’s up to the delegate to register to the exam via the webassessor
- We don’t recommend passing the Salesforce certification exam directly after attending the course. Additional work must be provided.
-
Practical informations
- Delivery Format:
- Classroom (Paris)
- Virtual
- Language: French – Books in English
- User Interface : Lightning Experience
- Duration: 5 days
- Registration deadlines: Registration is possible up to 1 working day before the start of the training if there are still seats available
- Intra-company training: consult us
- Price: 3 625 € excl. tax
- For inter-company registrations, the voucher to pass the Salesforce certification exam is provided on request, without any additional cost. The voucher is valid from 6 to 12 months. Only 1 voucher per certification is provided for free.
- Training can be supported on the training budget and financed by a collecting organism or OPCO
- Delivery Format:
CPQ301 – CONFIGURE AND ADMINISTER SALESFORCE CPQ SOLUTION
(Program update June 2024)
Score : 4.7/5 (2023 average)
Discover how to administer end-to-end Salesforce Configure, Price, Quote (CPQ) solutions with out-of-thebox functionality. In this 5-day instructor-led course, learn how to configure products, create discount and pricing methods, and manage subscriptions in order to implement robust CPQ solutions that meet business requirements.
Audience
This course is designed for experienced Salesforce administrators, business analysts, and implementation specialists who are interested in gaining a technical understanding of Salesforce CPQ administration. It is also designed for solution architects, implementation consultants, and developers who are responsible for configuring CPQ solutions. This is also a great foundational course for anyone interested in earning their CPQ Specialist credential
Prerequisites
Please complete the following trailmix before attending our expert-led class. Trailmix, Trailhead Academy
IMPORTANT : If you use your personal computer and a configuration is described in the Computer Setup Guide, you must complete it before attending the class.
When you complete this course, you will be able to:
- Implement CPQ solutions that meet business requirements
- Set Up Products, Bundles, and Product Rules
- Build Price Rules to Automatically Populate Field Values while Quoting or Configuring a Bundle
- Establish appropriate System Discounts and Pricing Methods
- Configure Dynamic Output Document Generation
- Manage Subscription Products, including renewal and amendment
- Course introduction
- Introduction to CPQ
- Object model foundations
- Product selection
- Bundle configuration
- Option selection guidelines
- Product rules
- Pricing methods
- Subscription pricing
- Discounting
- Price rules
- Advanced approvals
- Quote templates
- Localization and multicurrency
- Orders
- Contracts, renewals, and amendments
- Capstone
- Training provided by a Salesforce certified trainer
- Theoretical explanations paired with hands-on exercises
- Attendee kit provided : Course material / Exercise book / Training organization available 30 days
- CPQ301 is recommended to prepare Salesforce Certified CQP Specialist exam. Other courses and self-study materials are recommended for this exam. The complete list of prerequisites is provided by Salesforce in the Exam Guide.
- Registration for an inter-company training session entitles you to a voucher to pass the corresponding certification exam. The voucher, valid for 6 to 12 months, is sent to the trainee on request, at no additional cost. Note that this offer is valid for only one voucher per certification; If you register for multiple courses preparing for the same certification, you will be entitled to only one free voucher.
Note :
-
- Salesforce certification exam doesn’t take place during the training and it’s up to the delegate to register to the exam via the webassessor
- We don’t recommend passing the Salesforce certification exam directly after attending the course. Additional work must be provided.
- Delivery Format:
- Classroom (Paris)
- Virtual
- Language: French – Books in English
- User Interface : Lightning Experience
- Duration: 5 days
- Registration deadlines: Registration is possible up to 1 working day before the start of the training if there are still seats available
- Intra-company training: consult us
- Price: 3 625 € excl. tax
- For inter-company registrations, the voucher to pass the Salesforce certification exam is provided on request, without any additional cost. The voucher is valid from 6 to 12 months. Only 1 voucher per certification is provided for free.
- Training can be supported on the training budget and financed by a collecting organism or OPCO
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