Introduction
Standard Salesforce Quote vs Salesforce CPQ
Overview of Salesforce CPQ Architecture
Set up and Configuration
Product Selection
Product fields and objects
Bundling and Configuration Rules
Configurable Product Bundles
User interface and experience
Enforcing Business Logic
Product Features, Option Constraints, and Simple Validation and Selection Product Rules
Pricing and Discounting
Pricing waterfall
List pricing, cost plus markup pricing and block pricing
Contracted pricing
Tiered discounting
Quote Output Generation
Programming the values for Quote and Quote Line fields
Transferring quote data to the account
Price Actions
Events and conditions for executing Price Actions
Price Action sources (static values and Summary Variables)
Contracting Process
Contract lifecycle with amendments and renewals
Generating dynamic output documents
Troubleshooting Salesforce CPQ
Summary and Conclusion |