1. Introduction to CPQ
  • Introduction to Salesforce CPQ Manage Package.
  • Milestones of CPQ
  • How to configure and Grant permission to Salesforce CPQ
  • Post-Installation Steps
  • Package Settings Overview.
2. Introduction to QLE, Steps to configure QLE Page
  • Introduction to Quote Line Editor
  • QLE Page Components
  • Adding fields to QLE using Field Set
  • QLE List View
3. Drawer in Quote Line Editor Salesforce CPQ
  • Introduction to QLE Drawer and its uses
  • Steps to configure Drawer
  • How to disable the Drawer
4. Type of Products in Salesforce CPQ
  • Introduction to Salesforce CPQ Product object
  • Type of Product Object
  • Non-Subscription/One-Time Product
  • Subscription Product
  • MDQ Products
  • Usage-Based Product
  • Product Bundles
  • Perpetual Products
  • Cheat Sheet- Required fields and Attributes for Subscription Product
5. Pricing Methods in Salesforce CPQ
  • Introduction to Pricing Methods in Salesforce CPQ
  • CPQ Pricing Methods
  • List Price
  • Cost Price
  • Block Price
  • What is OverageRate in Block Price
  • How to enable the OverageRate field
  • Percent of Total (PoT)
6. Prorate Precision and Prorate Multiplier
  • Introduction to Prorate Precision
  • Steps to Configure Prorate Precision
  • Field Priority in QLE
  • Prorate Multiplier
7. Step to Step Guide to Configure CPQ Bundles
  • Introduction to Bundles in CPQ
  • Steps to Create a Bundle Product
  • How to add custom tabs in QLE/ What is Option Layout
8. Twin Fields and Bundle Attributes
  • Introduction to Twin Fields in CPQ
  • Some considerations of twin fields
  • Steps to setup twin fields
  • Bundle Attributes
  • Type of Bundle Attributes
  • Type of Bundle Attributes
  • Configuration Attribute
  • In-Line Attributes
  • Global Attributes
9. Option Constrain
  • Introduction to Option Constrain
  • Some considerations of OC
  • Type of Option Constrain
  • Dependency
  • Use of Option Constraint Group Field
  • Steps to configure Dependency OC (Use of Option Constrain Group)
10. Nested Bundle
  • Introduction to Nested Bundle
  • Steps to Configure the Nested Bundle
  • Steps to allow Users to configure the child bundle Products
11. Product Rules and Its Type
  • Introduction to Product Rules
  • Some Considerations of Product Rules
  • Type of Product Rules
  • Contributing Objects for Product Rules
12. Alert and Validation Product Rules
  • Introduction to Alert Product Rule
  • Steps to Configure Alert Product Rule
  • Validation Product Rule
  • Steps to Configure Validation Product Rule
13. Summary Variable
  • Introduction to Summary Variable
  • Steps to Configure Summary Variable
14. Filter Product Rule
  • Introduction to Filter Product Rule
  • Steps to Configure Filter Products
15. Selection Product Rule
  • Introduction to Selection Product Rule
  • Type of Product Rules
  • Steps to Configure Product Rule
16. Price Rule
  • Introduction to Price Rule
  • Difference Between Product Rule and Price Rule
  • Contributing Objects for Price Rules
  • Steps to Create Price Rule
  • Test the functionality
17. Lookup Queries
  • Introduction to Lookup Queries
  • Advantages of Using Lookup Queries
  • Use of Lookup Queries with Product Rules
  • Steps to Configure Lookup Query Using Product Rule
18. Custom Actions And Search Filter
  • Introduction to Custom Actions and Search Filters
  • Custom Actions: Optimizing Your Sales Process
  • Benefits of Using Custom Action
  • Steps to Create Custom Action
  • Create a Search Filter
19. Guided Selling
  • Introduction to Guided Selling
  • Steps to Create Guided Selling
20. Discounting in CPQ
  • Introduction to Discounting in CPQ
  • Volume-Based Discount
  • Range Type Discount
  • Slab Type Discount
  • Term Discount
  • Cost Discount
  • Price Waterfall in CPQ
  • Discount Schedule Important Fields
  • Steps to Configure Volume based - Ranged Type Discounts in CPQ
  • Steps to Configure Volume based - Slab Type Discounts in CPQ
21. Contracted Pricing
  • Introduction to Contracted Pricing
  • Contracted Pricing Important Fields
  • Steps to configure Contracted Price
22. Configuring and Generating Quote Templates
  • Introduction to Quote Templates
  • Steps to generate a quote document
  • Important Fields in Quote Template
  • Important Fields in Quote Template
  • Steps to Create Quote Template
  • Template Content
  • HTML Template Content
  • Line Item Template Content
  • Quote Term Template Content
  • Custom Template Content
  • Template Top Template Content
  • Template Buttom Template Content
23. Creating Contracts, and Renewals
  • Quick Recaps of Sales Process
  • Renewal Model
  • Contract Process
  • Steps to Configure Contract and Renewals
  • Renewal Process