Salesforce CPQ : Salesforce CPQ Basics for Admins from Udemy

Want to learn Salesforce CPQ and become an awesome CPQ Admin ?

CPQ Salesforce, or Configure, Price, Quote by Salesforce is a tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately.

The course will take you through Basic Salesforce CPQ features and configurations that will teach you how to solve business use cases with CPQ. The course also covers some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.

After completing this course, you'll be able to:

Configure and create Product Bundles
Create Option types and features for Product bundles
Create Product Rules
Create Summary variable
Validate Products added in a bundle
Create Pricing Rules
Create discount schedules
Create and configure quote template
The course is made very concisely keeping in mind that all the Basic information regarding Salesforce CPQ is covered. Salesforce CPQ makes the product selection and pricing process much easier and it helps you produce a quality quote that’s complete and accurate and that looks professional. This course is not just a power-point presentation but its a complete hands -on course so you can learn by doing.

At the end of the course you will be able to solve basic business use cases using the power of Salesforce CPQ. The course will give you the basic knowledge and hands on experience on Salesforce Lightning CPQ.

Happy Learning.

What's inside

Learning objectives

Salesforce cpq
Product rules
Product bundle
Quote generation

Salesforce cpq pricing tools
Discounting tools in salesforce cpq
Price rules in salesforce cpq

Salesforce cpq
Product rules
Product bundle
Quote generation
Salesforce cpq pricing tools
Discounting tools in salesforce cpq
Price rules in salesforce cpq

Syllabus

Introduction

What is Salesforce CPQ?

CPQ Fundamentals

What is a Quote?

Add Your First Bundle to a Quote

Product Configuration

Product Bundles

Option Types

Add option in the bundle

Quote Line Visibility

Include product in bundle

Organize features into categories

Additional Instructions on product feature

Option Layout

Product Rule

Product rule - Validation

Using Summary variable in Product Rules

Product Rule - Selection

Pricing

Block Pricing

Percentage of Total Pricing

Option Pricing

Cost plus markup

Discount on product bundle

Discounting tools

Volume-Based Discount Schedules

Resource - Percent vs Amount Discount Schedules

Range vs Slab Discount Schedules

Salesforce CPQ Subscription Pricing

Percent of total pricing

Give discounts for long subscriptions

Price Rules

Create a Price Rule

Guided Selling

Create Guided Selling

Quote

Introduction : Salesforce CPQ Quotes

Creating Quote template

Template Content

Quote Sections

Quiz

Bonus

Bonus Lecture

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Suitable for beginners who wish to gain entry into the field of CPQ

Appropriate for learners who seek to understand the fundamentals of Salesforce Lightning CPQ

Intended for learners interested in developing skills in product configuration, pricing, and quoting for Salesforce CPQ

May be limited for experienced professionals who require advanced CPQ concepts

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce CPQ : Salesforce CPQ Basics for Admins with these activities:

Gather Course Resources

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Being organized and familiar with the resources improves your learning outcomes.

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Download the course syllabus
Create a folder for class notes and materials
Add any provided textbooks or recommended readings to the folder

Practice creating Product Bundles

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Creating Product Bundles is a fundamental skill in Salesforce CPQ. This activity will help you practice creating Product Bundles so that you can become more proficient in using this tool.

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Create a new Product Bundle in Salesforce CPQ.
Add products to the Product Bundle.
Configure the pricing for the Product Bundle.
Save the Product Bundle.

Complete the Salesforce CPQ Guided Tutorials

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Following guided tutorials boost your confidence and clarifies Salesforce CPQ concepts.

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Access the Salesforce CPQ Guided Tutorials
Complete the guided tutorials in order

Three other activities

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Show all six activities

Practice Creating Product Bundles

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Practicing bundle creation enhances your ability to create accurate and efficient bundles.

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Create a new Product Bundle
Add products and options to the bundle
Configure pricing and discounts for the bundle

Join a Salesforce CPQ Study Group

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Collaborating with peers strengthens your understanding and broadens your perspective on Salesforce CPQ.

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Join a Salesforce CPQ study group or create one with classmates
Meet regularly to discuss concepts, practice exercises, and prepare for assessments

Develop a Salesforce CPQ Implementation Plan

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Creating an implementation plan ensures a smooth and successful Salesforce CPQ implementation.

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Gather requirements from stakeholders
Design the Salesforce CPQ implementation architecture
Develop a data migration plan
Create a training plan for users
Write a project implementation timeline

Career center

Learners who complete Salesforce CPQ : Salesforce CPQ Basics for Admins will develop knowledge and skills that may be useful to these careers:

Salesforce Administrator

Salesforce Administrators set up, configure, and maintain Salesforce systems. They work closely with business users to understand their needs and develop solutions that meet those needs. With the skills learned in Salesforce CPQ: Salesforce CPQ Basics for Admins, you'll be able to configure products, create custom quotes, and manage pricing. This course will give you the knowledge and experience you need to become a successful Salesforce Administrator.

See salaries and explore the career path for Salesforce Administrator

Business Analyst

Business Analysts are responsible for understanding the business needs of an organization and translating those needs into technical requirements. They work with stakeholders to gather requirements, analyze data, and develop solutions. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the business processes involved in sales and pricing. You'll also learn how to use Salesforce CPQ to automate these processes and improve efficiency.

See salaries and explore the career path for Business Analyst

Product Manager

Product Managers are responsible for managing the lifecycle of a product. They work with engineering, design, and marketing teams to develop and launch new products. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the product development process and how to use Salesforce CPQ to manage product pricing and configuration.

See salaries and explore the career path for Product Manager

Sales Manager

Sales Managers are responsible for leading and motivating a team of sales representatives. They work with customers to develop sales strategies and close deals. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the sales process and how to use Salesforce CPQ to manage sales quotes and pricing.

See salaries and explore the career path for Sales Manager

Salesforce Developer

Salesforce Developers are responsible for developing and customizing Salesforce applications. They work with business users to understand their needs and develop solutions that meet those needs. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the Salesforce platform and how to use Salesforce CPQ to develop custom solutions.

See salaries and explore the career path for Salesforce Developer

Consultant

Consultants help organizations to improve their performance. They work with clients to identify problems, develop solutions, and implement changes. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the business processes involved in sales and pricing. You'll also learn how to use Salesforce CPQ to automate these processes and improve efficiency.

See salaries and explore the career path for Consultant

Financial Analyst

Financial Analysts are responsible for analyzing financial data and making recommendations on investments. They work with clients to develop financial plans and manage risk. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the financial implications of sales and pricing decisions. You'll also learn how to use Salesforce CPQ to track financial performance and make informed decisions.

See salaries and explore the career path for Financial Analyst

Data Analyst

Data Analysts are responsible for collecting, analyzing, and interpreting data. They work with businesses to identify trends and patterns and make recommendations based on their findings. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the data that is available in Salesforce CPQ and how to use it to make informed decisions.

See salaries and explore the career path for Data Analyst

Marketing Manager

Marketing Managers are responsible for developing and implementing marketing strategies. They work with marketing teams to create and execute marketing campaigns and track results. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the role of Salesforce CPQ in marketing and how to use it to generate leads and close deals.

See salaries and explore the career path for Marketing Manager

Operations Manager

Operations Managers are responsible for planning and managing the day-to-day operations of a business. They work with teams to ensure that products and services are delivered on time and within budget. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the role of Salesforce CPQ in operations and how to use it to improve efficiency and productivity.

See salaries and explore the career path for Operations Manager

Project Manager

Project Managers are responsible for planning, executing, and closing projects. They work with teams to ensure that projects are completed on time, within budget, and to the required quality. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the role of Salesforce CPQ in project management and how to use it to track progress and manage resources.

See salaries and explore the career path for Project Manager

Accountant

Accountants are responsible for preparing and maintaining financial records. They work with businesses to ensure that their financial statements are accurate and compliant with GAAP. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the financial implications of sales and pricing decisions. You'll also learn how to use Salesforce CPQ to track financial performance and ensure compliance.

See salaries and explore the career path for Accountant

Risk Manager

Risk Managers are responsible for identifying, assessing, and mitigating risks. They work with businesses to develop and implement risk management strategies. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the role of Salesforce CPQ in risk management and how to use it to identify and mitigate risks.

See salaries and explore the career path for Risk Manager

Compliance Manager

Compliance Managers are responsible for ensuring that a business complies with all applicable laws and regulations. They work with businesses to develop and implement compliance programs. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the role of Salesforce CPQ in compliance and how to use it to track compliance and manage risk.

See salaries and explore the career path for Compliance Manager

Auditor

Auditors are responsible for examining and evaluating financial records. They work with businesses to ensure that their financial statements are accurate and compliant with GAAP. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the financial implications of sales and pricing decisions. You'll also learn how to use Salesforce CPQ to track financial performance and ensure compliance.

See salaries and explore the career path for Auditor

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Salesforce CPQ

Salesforce CPQ Basics for Admins

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What's inside

Learning objectives

Syllabus

Good to know

Save this course

Activities

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