[go: up one dir, main page]
Scribd
Upload
229 views3 pages

Salesforce CPQ

Uploaded by

vishalzenith47
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
229 views3 pages

Salesforce CPQ

Uploaded by

vishalzenith47
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

WWW.OLYDEM.

COM

CPQ

LEARN
SALESFORCE

This syllabus outlines the comprehensive curriculum for


Salesforce training, encompassing key concepts and
practical skills in salesforce CPQ.
WWW.OLYDEM.COM

SALESFORCE CPQ
Salesforce CPQ (Configure, Price, Quote) is a software solution
developed by Salesforce to help businesses streamline their
sales processes, particularly in complex selling environments
where products may have various configurations, pricing
options, and quoting requirements. CPQ helps sales teams
generate accurate quotes quickly and efficiently, ensuring that
customers receive timely and accurate pricing information.

ROADMAP OF CPQ
1. INSTALLATION AND CONFIGURATION OF PACKAGE
A. INSTALLATION BEST PRACTICE
B. UPGRADE/PATCH INSTALLATION BEST PRACTICE
C. PACKAGE CONFIGURATION
D. POST INSTALLATION-> PAGE LAYOUT AND BUTTON CONFIGURATION.

2. PRODUCT CONFIGURATION
A. STANDALONE PRODUCTS
B. PRODUCT BUNDLE SETTINGS
C. FEATURES FOR A BUNDLE
D. PRODUCT OPTIONS FOR A BUNDLE
E. OPTION CONSTRAINTS FOR A BUNDLE
F. CONFIGURATION ATTRIBUTES FOR A BUNDLE

3. PRODUCT RULES
A. SELECTION PRODUCT RULES AND USING LOOKUP QUERIES
B. VALIDATION PRODUCT RULE
C. ALERT PRODUCT RULE
D. DYNAMIC BUNDLE

4. CUSTOM ACTIONS
5. GUIDED SELLING
6. PRICE WATERFALL
A. ORIGINAL PRICE
B. LIST PRICE
C. OPTION PRICE
D. SPECIAL PRICE
E. REGULAR PRICE

+91 7820031784 Olydemglobal@gmail.com


F. CUSTOMER PRICE
G. PARTNER PRICE
H. DISTRIBUTOR PRICE

7. DISCOUNT SCHEDULE
A. RANGE
B. SLAB

8. PRICING METHODS
A. LIST
B. COST
C. PERCENT OF TOTAL
D. BLOCK

9. MDQ

10. PRICE RULE

11. QUOTE TEMPLATE

12. ADVANCE APPROVAL PROCESS

13. CONTRACTS AND ASSETS

+91 7820031784 Olydemglobal@gmail.com

You might also like