Trailhead
Free Online Course
English
24-25 hours worth of material
selfpaced
Overview
Help your sales team create quotes quickly and accurately with Salesforce CPQ.
- Learn how to create bundles of products using Salesforce CPQ.
- Create attributes that let sales reps easily customize smartwatches for their customers.
- Discover how product rules help sales reps get the right products on quotes.
- Help sales reps create quotes for complex, interrelated products with Salesforce CPQ.
- Use your Salesforce CPQ admin skills to build a solution that meets business requirements.
- Quote prices with precision using Salesforce CPQ pricing tools.
- Automate discounts in CPQ based on volume or bundling.
- Price, discount, and sell subscription products the smart way with Salesforce CPQ.
- Meet custom pricing requirements with the sophisticated power of price rules.
- Create templates that let sales reps send great-looking proposals in just a few clicks.
- Use Salesforce CPQ to generate multiple orders quickly and accurately.
- Use Salesforce CPQ to change existing quotes and contracts.
- Generate orders, contracts, and renewal opportunities with Salesforce CPQ.
Syllabus
- Configurable Bundles in Salesforce CPQ
- Learn About Configuration in the Sales Process
- Control the Configuration Experience
- Use Product Options to Construct Bundles
- Determine How Bundled Quote Lines Behave After Configuration
- Use Features to Organize Options
- Change the Feature User Experience
- Learn About Configured Code and Description
- Personalize Smartwatches with Salesforce CPQ Attributes
- Set Up a CPQ-enabled org
- Create Smartwatch Attributes for Size and Accent
- Set a Default Value for an Engraving Attribute
- Place an Outlet Attribute into a Feature
- Create Attributes for Watch Band Styles
- Limit Color Choices Based on Material
- Create Twin Fields on the Quote Line
- Create Twin Fields on the Order Product
- Product Rules in Salesforce CPQ
- Get Started with Product Rules
- Put Conditions on Rules
- Decide When Rules Evaluate
- Make Rules for Specific Bundles
- Control Options with Selection Rules
- Discover Other Ways to Use Selection Rules
- Use Data from a Custom Object to Drive Rules
- Make a Dynamic Bundle with Filter Rules
- Create a Home Security Bundle with Product Rules
- Sign Up for a Trailhead Playground with Salesforce CPQ
- Create a Configurable Bundle with Options and Features
- Create an Alert Product Rule
- Create a Selection Product Rule
- Create a Validation Product Rule Using a Summary Variable
- Extra Mile: Configure a Solar Energy Bundle with Salesforce CPQ
- Sign Up for a Developer Edition Org with Salesforce CPQ
- Create a Solar Energy System Bundle
- Organize the Solar Bundle with Features
- Capture Solar Bundle Details with Attributes
- Ensure Proper Configuration with a Product Rule
- Consider Other Routes to Your Goal
- Pricing Methods for Salesforce CPQ
- Get Started with Salesforce CPQ for Pricing
- Identify Exceptions to Standard Pricing
- Implement Block Pricing
- Implement the Percent Of Total Pricing Method
- Implement Option Pricing Within Bundles
- Configure Cost Plus Markup Pricing
- Create Account-Based Contracted Pricing
- Enable Manual Overrides
- Discounting Tools in Salesforce CPQ
- Use Salesforce CPQ for Discounting
- Explore Discount Options Within Bundles
- Set Up Volume-Based Discount Schedules
- Configure Quantities for Discount Schedules
- Filter Discount Schedules by Records and Fields
- Override Volume-Based Discounts
- Apply Manual Discounts
- Configure Partner and Distributor Discounts
- Subscription Pricing in Salesforce CPQ
- Get Started with Subscription Pricing
- Set Up Your First Subscription Product
- Learn About Date Fields and Proration
- Create a Multidimensional Quote
- Customize Your Multidimensional Quotes
- Give Discounts for Long Subscriptions
- Explore Other Ways to Affect Subscription Pricing
- Price Rules in Salesforce CPQ
- Get Started with Salesforce CPQ Price Rules
- Replace List Price Using a Simple Price Rule
- Formulate Your Conditions and Actions
- Learn When to Use the Special Price Field
- Summarize Data with Summary Variables
- Consolidate Price Rules by Using Lookup Queries
- Sequence Price Rules for Correct Calculations
- Quote Templates in Salesforce CPQ
- Get Started with Quote Templates in Salesforce CPQ
- Create Your First Quote Template
- Structure a Customized Quote Template
- Add Conditions to Template Sections
- Show Quote Line Data in a Table
- Rearrange the Line Item Table
- Insert Visualforce Content and Troubleshoot Templates
- Show Dynamic Quote Terms
- Salesforce CPQ Order Generation
- Get Started with Salesforce CPQ Order Generation
- Generate Your First Order
- Generate Multiple Orders from a Single Quote
- Automatically Split a Quote into Multiple Orders
- Contract Amendments with Salesforce CPQ
- Get Started with Salesforce CPQ Amendments
- Change an Existing Contract
- Discover More Ways to Amend Contracts
- Learn About Pricing and Bundling Considerations
- Explore Significant Date Fields and Multidimensional Quoting
- Simplify Home Security Subscription Renewals
- Sign Up for a Trailhead Playground with Salesforce CPQ
- Create a Quote with Subscription Products
- Generate Orders, Assets, Contracts, and Subscriptions
- Generate a Renewal Opportunity for Forecasting
- Amend a Contract
- Create a Quote for a Renewal Contract
