Hello Champs!

Welcome to my exclusive study guide for Salesforce CPQ!

Here the course has been divided into 5 weeks. You will be given course weekly wise.

The course is of two types. Online Training and Trailhead Modules.

Trailhead

1. Please login to trailhead before clicking anything below!
2. Please Sign up for a free Developer Edition org with Salesforce CPQ before clicking anything below!

Trailhead is a self guided training tool where you can learn many things about Salesforce CPQ, complete with mini challenges at the end of each block.

Week – 1

CPQ Platform

• CPQ Platform Basics
  • CPQ Basics
  • Quotes
  • Products
  • Prices
  • PDF Quotes
  • Contracts and Renewals

• CPQ Features
  • Lead-to-Cash Lifecycle
  • Product rules and Price Rules
  • Order Management

Week – 2

Bundle Configurations

• Configurable Bundles
  • Configure Sales Process
  • Configuration Types and Events
  • Construct Bundles
  • Bundled Quote Lines
  • Organize Options
  • Feature User Experience
  • Configured Code
• Use Case on Bundles
  • Create a Configurable Bundle with Options and Features
  • Alert Product Rule
  • Selection Product Rule
  • Validation Product Rule

Week – 3

Pricing

• Pricing Methods
  • Standard Pricing
  • Block Pricing
  • Percent of Total pricing Method
  • Option Pricing within Bundles
  • Cost Plus Markup Pricing
  • Account-Based Contracted Pricing
  • Manual Overrides

Week – 4

• Discounting Tools
  • Price Waterfall
  • Discounts within Bundles
  • Volume-Based Discount Schedules
  • Quantities for Discount Schedules
  • Discount Schedules by Records and Fields
  • Override Volume-Based Discounts
  • Manual Discounts
  • Partner and Distributor Discounts

Week – 5

Orders, Contracts, Amendments

• Order Generation
  • CPQ Order Generation
  • Create First Order
  • Generate Multiple Orders from a Single Quote
  • Split a Quote into Multiple Orders
• Contract Amendments
  • Salesforce CPQ Amendments
  • Change an Existing Contract
  • Amend Contracts
  • Pricing and Bundling Considerations
  • Date Fields and Multidimensional Quoting

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Practice! Practice! Practice!

The more you practice, the more you become strong!!

If you want to be a CPQ Specialist, you should learn it, practice it and do the Certification. It makes you to show case your talent and puts you in the preferred bucket list while applying for the jobs.

Checkout my Online Training course details here.

If you are preparing for CPQ Specialist Certification, you must read my post on How to crack Salesforce CPQ Specialist?

I have added more content in Salesforce CPQ Specialist Certification and you can check it our here.

Via Salesforce