About Us
Welcome to Salesforce, where we specialize in empowering professionals with cutting-edge Salesforce training.
Contact nowContact Info
- CV Complex,
Above Bata Showroom,
Hastinapuram, BN Reddy,
Hyderabad, Telangana 500079. - +91-7097777111
- info@sfdcindia.com
Salesforce CPQ
Sales processes, configure products, and manage billing.
No overview available yet.
Salesforce CPQ
- 25 sessions
-
Salesforce CPQ Session 01
Introduction to Salesforce CPQ
- What is CPQ (Configure, Price, Quote)?
- Role of CPQ in Salesforce ecosystem
- Quote-to-Cash (Q2C) overview
- CPQ editions and package installation
-
Salesforce CPQ Session 02
CPQ Architecture & Data Model
- Key CPQ objects (Product, Quote, Quote Line)
- Relationships and field mapping
- Data flow from Opportunity → Quote → Order
- CPQ managed package structure
-
Salesforce CPQ Session 03
Product Configuration in CPQ
- Creating Product records
- Product Families and Status
- Product Rules and Configuration Attributes
- Active products in quotes
-
Salesforce CPQ Session 04
Price Books & Pricing Setup
- Creating Price Books and Price Book Entries
- Pricing methods: List, Cost+, Block
- Pricing rules overview
- Setting up discounts and markups
-
Salesforce CPQ Session 05
Discounting and Price Rules
- Line discounts and quote discounts
- Price Rule setup and components
- Price Condition, Action, and Lookup queries
- Debugging discount issues
-
Salesforce CPQ Session 06
Product Bundles
- Bundle structure overview
- Creating Option and Feature records
- Configuration attributes for bundles
- Dynamic and nested bundles
-
Salesforce CPQ Session 07
Product Rules & Constraints
- Product rule types: Validation, Alert, Selection, Filter
- Error Conditions and Actions
- Dynamic bundle configuration using rules
- Testing rule execution order
-
Salesforce CPQ Session 08
Quote Templates
- Introduction to CPQ Quote Templates
- Template Content and Sections
- Conditional rendering and merge fields
- PDF generation and email sending
-
Salesforce CPQ Session 09
Quote Line Editor & Calculator
- Quote Line Editor UI overview
- Calculator sequence and rules
- Custom actions and summary variables
- Error handling in calculation process
-
Salesforce CPQ Session 10
Approval Processes in CPQ
- Discount approval workflows
- Integrating approvals with CPQ Quotes
- Email alerts and notifications
- Approval best practices
-
Salesforce CPQ Session 11
Guided Selling
- What is Guided Selling in CPQ?
- Configuring Guided Selling filters and prompts
- Dynamic product recommendation flow
- Using quotes with guided selling outcomes
-
Salesforce CPQ Session 12
Contracting & Renewals
- Creating Contracts from Quotes
- Renewal process and amendments
- Subscription product lifecycle
- Co-termination and renewal automation
-
Salesforce CPQ Session 13
Amendments & Upgrades
- Mid-term amendments
- Upgrade and downgrade logic
- Partial term renewals
- Revenue impact of amendments
-
Salesforce CPQ Session 14
Orders & Billing Integration
- Generating Orders from Quotes
- Integrating with Salesforce Billing
- Mapping Order Products and Invoices
- Order status updates and fulfillment
-
Salesforce CPQ Session 15
Advanced Pricing Logic
- Block pricing and volume discounts
- Tiered and usage-based pricing models
- Custom price calculations using formulas
- Price waterfall analysis
-
Salesforce CPQ Session 16
Quote Terms & Conditions
- Using Quote Terms in templates
- Conditional terms inclusion
- Template content referencing terms
- Best practices for contract clauses
-
Salesforce CPQ Session 17
Quote Sync with Opportunity
- How quote sync works with opportunities
- Primary quote concept
- De-synchronization and re-sync process
- Impact on pipeline forecasting
-
Salesforce CPQ Session 18
MDQ Products (Multi-Dimensional Quoting)
- What are MDQ Products?
- Configuring segments (Year, Quarter, Month)
- Editing MDQ lines in Quote Line Editor
- Reporting with segmented data
-
Salesforce CPQ Session 19
Partner & Channel Sales
- Setting up Partner Users in CPQ
- Channel pricing and discounts
- Approval flows for partner quotes
- Sharing quotes with resellers
-
Salesforce CPQ Session 20
Advanced Quote Templates
- Custom CSS and formatting in templates
- Conditional display using template content
- Dynamic images and pricing tables
- Best practices for multilingual templates
-
Salesforce CPQ Session 21
CPQ APIs & Integrations
- Overview of CPQ APIs
- Integration with ERP and Billing systems
- MuleSoft for CPQ automation
- Custom integrations using Apex
-
Salesforce CPQ Session 22
Advanced Product Rules
- Nested product rules and rule hierarchy
- Dynamic bundles with advanced logic
- Cross-object conditions and lookups
- Debugging and best practices
-
Salesforce CPQ Session 23
Usage-Based Pricing
- Configuring usage products
- Rate cards and consumption tracking
- Usage billing integration
- Reporting on usage revenue
-
Salesforce CPQ Session 24
CPQ for Subscriptions
- Subscription product setup
- Term, Renewal, and Ramp configurations
- Amendment lifecycle for subscriptions
- Co-term and prorate logic
-
Salesforce CPQ Session 25
Advanced Discounting Strategies
- Customer-level negotiated pricing
- Promotional and partner discounts
- Cumulative and conditional discount logic
- Automated discount approval paths