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Play by Play: Demystifying Salesforce CPQ

by Jan Vandevelde and Don Robins

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

Course Overview

About the authors

Multi-certified Senior Salesforce Application & System Architect at 4C, a European Salesforce Platinum Partner ( 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

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