Play by Play: Demystifying Salesforce CPQ
This course will help Salesforce Administrators to understand the implications of Administering CPQ. We’ll share best practices, some do’s and don’ts, and hidden features based upon past successful implementations.
What you'll learn
Play by Play is a series in which top technologists work through a problem in real-time, unrehearsed, and unscripted. In this course, “Salesforce Play-by-Play: Demystifying Salesforce CPQ”, Certified Salesforce CPQ Specialist & Salesforce MVP Jan Vandevelde showcases and explains what Salesforce CPQ is, how it can be administered and configured to create complex structured Quotes and how it can handle even the most complex pricing logic. We review some differences and advantages of Salesforce CPQ as an extension of Sales Cloud and compare it with native functionality for product bundling, quoting and discounting in Salesforce. By the end of the course, you’ll have learned some best practices, everyday do’s and don’ts, and what to watch out for as a Salesforce Administrator or Product & Pricing Manager when deploying your CPQ configuration to other environments. You’ll also understand some of the implications of using standard automation features like Workflow Rules, Process Builder and Apex Triggers in conjunction with CPQ automation logic such as Product Rules & Price Rules.
Table of contents
- Creating Our First Quote 3m
- Adding Products to the Quote 2m
- Configuring a Product Bundle 2m
- Nested Product Bundles 2m
- Configuring Product Bundles with ‘Clicks’ 1m
- Product Features and Feature Categories 1m
- Product Options and Their Associations 3m
- Option Constraints: Dependencies and Exclusions 1m
- Product Rule Validations and Alerts 5m
- Hiding Products and other Product Options 6m
- Navigating the Quote Line Editor (QLE) 1m
- Visualizing the Bundle Hierarchy 1m
- Product Quantity Dependencies 2m
- Contract Price Dependencies 3m
- Discount Schedules and Tiered Pricing Dependencies 1m
- Block Pricing and Other Pricing Methods 7m
- Controlling Column Visibility 4m
- Percentage of Total 1m
- Cost Plus Markup 1m
- Calculations are Client-side! 3m
- Consumption Schedules and Usage-based Pricing 3m
- Pricing Method Recap 0m
About the authors
Multi-certified Senior Salesforce Application & System Architect at 4C, a European Salesforce Platinum Partner (www.weare4c.com). Working with Salesforce since 2009 this #Hacker_Astro is an enthusiastic problem solver with a 'Can Do' mentality and has a passion for Sales, Marketing, CPQ & Billing. Belgium User Group Leader, Salesforce MVP & Trailblazer Community Advocate. My Blazing Hobby = Salesforce! Author of the newly published Salesforce Platform Developer I Certification Guide available on... more
Don Robins is a well known Salesforce MVP, instructor, author, and speaker. A custom business application developer for more decades than he cares to admit, he focuses on Salesforce technical instruction and knowledge sharing. Certified as a Platform II Developer and an award winning Salesforce Instructor, he's presented and taught at annual Dreamforce conferences since 2010. He delivers Salesforce developer classes and workshops around the US and abroad, and manages a team of instructors ... more