Play by Play: Demystifying Salesforce CPQ

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Jan Vandevelde

2:18:56

6 View

01.Course Overview

01.01.Course Overview.mp4

02:21

02.Introduction and Setting the Stage

02.01.Presenting the Scenario and Challenge.mp4

03:08

02.02.Getting Started with CPQ Installing the Package.mp4

02:43

03.What Is CPQ & Why Do You Need It

03.01.Guiding Sales Reps to Create Flawless Price Quotes.mp4

03:14

03.02.Automating Price Settings and Discounts.mp4

03:52

03.03.Sending Flawless Quote Documents.mp4

03:26

03.04.When Is CPQ an Advantage.mp4

07:03

04.Configuring Quotes

04.01.Creating Our First Quote.mp4

03:24

04.02.Adding Products to the Quote.mp4

01:52

04.03.Configuring a Product Bundle.mp4

02:29

04.04.Nested Product Bundles.mp4

02:06

04.05.Configuring Product Bundles with Clicks.mp4

00:42

04.06.Product Features and Feature Categories.mp4

00:54

04.07.Product Options and Their Associations.mp4

02:55

04.08.Option Constraints Dependencies and Exclusions.mp4

01:08

04.09.Product Rule Validations and Alerts.mp4

04:35

04.10.Hiding Products and other Product Options.mp4

05:43

05.Setting the Price

05.01.Navigating the Quote Line Editor (QLE).mp4

01:27

05.02.Visualizing the Bundle Hierarchy.mp4

00:47

05.03.Product Quantity Dependencies.mp4

01:58

05.04.Contract Price Dependencies.mp4

03:06

05.05.Discount Schedules and Tiered Pricing Dependencies.mp4

01:06

05.06.Block Pricing and Other Pricing Methods.mp4

06:34

05.07.Controlling Column Visibility.mp4

03:52

05.08.Percentage of Total.mp4

01:00

05.09.Cost Plus Markup.mp4

01:27

05.10.Calculations are Client-side!.mp4

03:10

05.11.Consumption Schedules and Usage-based Pricing.mp4

03:07

05.12.Pricing Method Recap.mp4

00:28

06.Contract Management

06.01.Generating a Quote Document.mp4

06:35

06.02.Configuring Quote Templates.mp4

02:20

06.03.CPQ Version Options.mp4

03:37

06.04.Order Management.mp4

04:16

06.05.Contract Generation and Amendments.mp4

12:36

06.06.Managing Contract Renewals.mp4

04:54

07.CPQ in the Salesforce Landscape

07.01.CPQ and Lead to Cash.mp4

06:34

07.02.Extending CPQ with Salesforce Billing.mp4

08:58

08.Summary and Recap

08.01.Lets Recap!.mp4

02:05

08.02.CPQ Admin Best Practices Summary.mp4

07:24

Description

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.

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Salesforce Development

Salesforce

Jan Vandevelde

Instructor's Courses

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

Pluralsight

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Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.