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.
Course info
Rating
(10)
Level
Beginner
Updated
Feb 14, 2020
Duration
2h 18m
Table of contents
Course Overview
Introduction and Setting the Stage
What Is CPQ & Why Do You Need It?
Configuring Quotes
Setting the Price
Contract Management
CPQ in the Salesforce Landscape
Summary and Recap
Description
Course info
Rating
(10)
Level
Beginner
Updated
Feb 14, 2020
Duration
2h 18m
Description

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.

About the author
About the author

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 Amazon

About the author

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

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Welcome to this Salesforce Play by Play with Pluralsight. Salesforce Play by Play is an interactive series, where we sit down with Salesforce experts, such as MVPs, consultants, developers, and architects to discuss common challenges faced every day by Salesforce customers. In this course, we challenge Jan Vandevelde, Quote‑to‑Cash architect, Salesforce MVP, and community leader to help us understand the powerful features and functions available with Salesforce CPQ, how it can be administered and configured to create complex structured quotes, how it can handle even the most complex pricing logic, and how it's different from the native quoting functionality found in Sales Cloud. First, Jan explains just what CPQ is and how it can help guide your sales reps to create flawless yet complex price quotes with automated price settings and discounts all easily configured with clicks rather than code. He demonstrates configuring quotes with CPQ and walks us through activities like adding products, configuring product bundles, managing product quantities, and block pricing. And he shows off the quote line editor and document generation. We discuss product features, feature categories, product options, option constraints, product rule validations, alerts, and much, much more. By the time we're done, you'll have a clear understanding of the core concepts of Salesforce CPQ, and you'll have learned some best practices, as well as what to watch out for as a Salesforce administrator or product and pricing manager when deploying your CPQ configuration to other environments. So, if you need to learn all about how to use the features and configuration options available with this powerful Configure, Price, Quote extension application, please join us for Demystifying Salesforce CPQ. We hope you enjoy it.