Module 1. Salesforce CPQ Overview
- Lead-to-Cash Process
- Architecture Background
Module 2. Installation and Configuration of Package
- Installation Best Practice
- Upgrade/Patch Installation Best Practice
- Package Configuration
- Post Installation-> Page Layout and Button Configurations
Module 3. Sales Cloud
- Lead Creation & Conversion
- Account Creation
- Account Creation
- Contact Creation
- Opportunity Creation
Module 4. Product Configuration
- Standalone products
- Product Bundle Settings
- Features for a Bundle
- Product Options for a Bundle
- Option Constraints for a Bundle
- Configuration Attributes for a Bundle
Module 5. Advance Product Configuration Setting
- Nested Bundles
- Dynamic Bundle
- Asset Conversion Method
- Option Selection Layout
- Code Configuration Pattern
- Optional Products
- Syncing Behavior with Opportunity
Module 6. Product Rules
- Selection Product Rules and Using Lookup Queries
- Validation Product Rule
- Alert Product Rule
- Filter Product Rule
Module 7. Custom Actions
- Custom Actions
Module 8. Guided Selling
- Guided Selling
Module 9. Pricing Waterfall
- Original Price
- List Price
- Option Price
- Special Price
- Regular Price
- Customer Price
- Partner Price
- Distributor Price
Module 10. Discounting
- Discount Schedule 1. Slab Discount 2. Range Discount 3. Different places to apply discount schedule 4. Override Discount Schedule
- Option Discount
- Additional Quote Line Discounts 1.Percent 2. Amount 3. Unit Override 4. Total Override
- Additional Quote Discounts
- Group Level Discount
- Tier based Discount
- Discount by Package
- Partner Discount
- Distributor Discount
- Contractual Discount
Module 11. Pricing Methods
- List
- Cost
- Percent of Total
- Block
Module 12. Usage Based Pricing
Module 13. Multi-Dimensional Quote
Module 14. Contract Pricing
Module 15. Pricing Rules
- Price Rule Creation
- Look Up Object and how it is used using Pricing Rule
Module 16. Quote Templates
- Quote Template Basics
- Advance Quote Templates
- Translation
- Additional Document
- Template Content
- Sections
- Translation
Module 17. Contracts
- Contracts