CPQ301

CPQ301 – CONFIGURE AND ADMINISTER SALESFORCE CPQ SOLUTION

(Program update January 2023)

Score : 5/5 (2022 average)

Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You’ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company.

Audience

This class is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It’s also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce 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:

• Set Up Products, Bundles, and Product Rules
• Build Price Rules to Automatically Populate Field Values while Quoting or Configuring a Bundle
• Set Up Appropriate System Discounts and Pricing Methods
• Configure Dynamic Output Document Generation
• Manage Subscription Products (Including the Processes for Renewing and/or Amending Them)
• Formulate Sound Solutions to Common CPQ Business Requirements
• Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam

• 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