info@fiynlabs.com
Bachupally, Pragathinagar, Hyderabad- 500090

CPQ

FIYN Labs provides Salesforce CPQ Online training course is good and gets through a lot of material and detail explanation.

Course content:

  1. CPQ object data model in Detail – Not Limited to object relationships, twin fields, data migration
  2. Package Setting & Products, Update Package Settings, Update Product Fields
  3. Updating CPQ layouts
  4. Customizing your Tabs demo

  1. Creating an Account, Contact, Opportunity and Quote

  1. Product Bundle Settings
  2. Product Families
  3. Nested bundles
  4. Advanced grouping
  5. Summary Variable
  6. Create Features, Product Options, Option Constraints, Configuration Attributes for a Bundle

  1. Create a Product Rule, Selection Product Rules, Validation Product Rule, Configuration Attributes

  1. Create a Dynamic Bundle

  1. Alternate Quote Line Views

  1. Configure search filters, field sets, and custom actions for product selection and configuration
  2. Pricing
  3. Price Waterfall
  4. Create a Discount Schedule
  5. Pricing Methods & Price book entries
  6. Contracted & Subscription Pricing
  7. Configure price rules using lookup objects and formula fields and understand quote calculation sequence and quote line pricing fields.
  8. Price Action sources including static values, Summary Variables, formulas, and Lookup tables
  9. Calculation events, conditions, Lookup objects & Lookup Queries
  10. Multi-Dimensional Quotation (MDQ)

  1. Create Price Rules & Formula expressions for price rules
  2. Pricing Methods, Cost plus markup Pricing
  3. Block with discount schedule
  4. Discounting tools (Standard and Tier Based discount)
  5. Advanced approvals

  1. Utilize the ordering and contracting process.
  2. Contract Lifecycle
  3. Create a Contract and Renewal Opportunity
  4. Amend a Contract
  5. Create a Renewal Quote

  1. Quote Template Basics & Advanced quote template topics
  2. Custom Quote Template & Custom Template Content
  3. Generating dynamic output documents using Conditional Template Content

  1. Create Custom Action & Default Action
  2. Composite summary variables
  3. Target URL in custom actions

  1. Quote Process
  2. Process Input
  3. Process Input Condition

  1. Certification Questions discussion

  1. Advanced Approvals New Introduction
  2. Enabling Quote Doc
  3. Advanced Approvals Enable Quote
  4. Advanced Approvals Email Templates
  5. Advanced Approvals Email Services
  6. Advanced Approvals Set Up Rule
  7. Advanced Approvals New Smart
  8. Advanced Approvals Dynamic Approvers
  9. Advanced Approvals Delegating Approvers
  10. Advanced Approvals Replacing Approvers

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