Skill Up Card - Course Bundles

Pricing is per delegate, giving you huge savings over the cost of individual courses.

  • UK = £2,000 + VAT per Skill Up Card
  • Ireland = €2,400 per Skill Up Card
skill up card logo - Nexus Human

Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301)

4.6 out of 5 rating Last updated 14/11/2024   English

Jump to outline

Click "Enquire" below to find out more about this course

Interested in available dates? Would like to book a private session of this course for your company? Or for any other queries please simply fill out the form below.


Duration

5 Days

30 CPD hours

Overview

When you complete this course, you’ll 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

Description

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.

Course Introduction
  • Review Course Objectives
  • Set Learner Expectations
  • Review Housekeeping Rules
  • Explore Additional Course Resources
  • Review Exam Quick Facts
Introduction to CPQ
  • Understand the Business Case for CPQ
  • Watch an End-to-End Solution Demo
  • Build a Quote
Object Model Foundations
  • Get Familiar with Products, Price Books, and Price Book Entries
  • Review Product Fields Integral to Basic Salesforce CPQ Functionality
Product Selection
  • Modify Out-of-the-Box Button Behavior for Product Selection
  • Review Guided Selling
Bundle Configuration
  • Define and Build Product Bundles
  • Enforce Business Logic with Product Features
Option Selection Guidelines
  • Enforce Business Logic with Option Constraints
Product Rules
  • Define Product Rules
  • Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles)
  • Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes)
Pricing Methods
  • Discover Pricing Waterfall Default Flows
  • Review List Pricing, Cost Plus Markup, and Block Pricing
  • Use Contracted Pricing for Negotiated Prices
Subscription Pricing
  • Configure Subscription and Proration Pricing Methods
  • Understand How Subscription Pricing Methods Affect List and Regular Price
Discounting
  • Compare Discounting Strategies
  • Build a Discount Schedule
Price Rules
  • Set Values for Quote and Quote Line Fields Declaratively
  • Review CPQ Advanced Quote Calculator Calculation Events and Conditions
  • Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables)
  • Create Lookup Queries to Outsource Evaluation to a Lookup Object
Advanced Approvals
  • Compare and Contrast the Advanced Approval Package Versus Native Approvals
  • Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements
Quote Templates
  • Generate Dynamic Output Documents
  • Create Conditional Template Content
Localization and Multicurrency
  • Make Accommodations for Localization
  • Define Localization and How It Works in CPQ
Orders
  • Review Business Purposes of an Order
  • Define the Data Model for Orders
  • Define Data Requirements to Generate Orders
Contracts, Renewals, and Amendments
  • Generate New Contracts to Manage Active Subscriptions Related to an Account
  • Review Amendment and Renewal Processes
  • Review Renewal Pricing Methods
Capstone
  • Class Project: Troubleshoot Common Scenarios in Salesforce CPQ
  • Design a Solution
Additional course details:

Nexus Humans Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

FAQ for the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) Course

Available Delivery Options for the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) training.
  • Live Instructor Led Classroom Online (Live Online)
  • Traditional Instructor Led Classroom (TILT/ILT)
  • Delivery at your offices in London or anywhere in the UK
  • Private dedicated course as works for your staff.
How many CPD hours does the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) training provide?

The 5 day. Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) training course give you up to 30 CPD hours/structured learning hours. If you need a letter or certificate in a particular format for your association, organisation or professional body please just ask.

What is the correct audience for the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) training?

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.

Do you provide training for the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301).

Yes we provide corporate training, dedicated training and closed classes for the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301). This can take place anywhere in UK including, England, Scotland, Cymru (Wales) or Northern Ireland or live online allowing you to have your teams from across UK or further afield to attend a single training event saving travel and delivery expenses.

What is the duration of the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) program.

The Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) training takes place over 5 day(s), with each day lasting approximately 8 hours including small and lunch breaks to ensure that the delegates get the most out of the day.

Why are Nexus Human the best provider for the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301)?
Nexus Human are recognised as one of the best training companies as they and their trainers have won and hold many awards and titles including having previously won the Small Firms Best Trainer award, national training partner of the year for UK on multiple occasions, having trainers in the global top 30 instructor awards in 2012, 2019 and 2021. Nexus Human has also been nominated for the Tech Excellence awards multiple times. Learning Performance institute (LPI) external training provider sponsor 2024.
Is there a discount code for the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) training.

Yes, the discount code PENPAL5 is currently available for the Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301) training. Other discount codes may also be available but only one discount code or special offer can be used for each booking. This discount code is available for companies and individuals.

Jump to dates

Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

What people say about us


Top

}