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.

Course Overview
Getting Started with CPQ: Installing the Package
Presenting the Scenario and Challenge
Automating Price Settings and Discounts
Guiding Sales Reps to Create Flawless Price Quotes
Sending Flawless Quote Documents
When Is CPQ an Advantage?
Adding Products to the Quote
Configuring a Product Bundle
Nested Product Bundles
Product Options and Their Associations
Product Rule Validations and Alerts
Option Constraints: Dependencies and Exclusions
Hiding Products and other Product Options
Product Features and Feature Categories
Creating Our First Quote
Configuring Product Bundles with ‘Clicks’
Product Quantity Dependencies
Navigating the Quote Line Editor (QLE)
Block Pricing and Other Pricing Methods
Discount Schedules and Tiered Pricing Dependencies
Consumption Schedules and Usage-based Pricing
Percentage of Total
Cost Plus Markup
Contract Price Dependencies
Pricing Method Recap
Visualizing the Bundle Hierarchy
Controlling Column Visibility
Calculations are Client-side!
Managing Contract Renewals
Contract Generation and Amendments
Configuring Quote Templates
Order Management
Generating a Quote Document
CPQ Version Options
Extending CPQ with Salesforce Billing
CPQ and Lead to Cash
Let’s Recap!
CPQ Admin Best Practices Summary