You will learn the following content with this course

• Configure bundles (Features, Options, Option Constraints, Configuration Attributes) and Product Rules.
• Configure Price Rules using lookup objects and formula fields, and understand quote calculation sequence and Quote Line pricing fields.
• Given a scenario, identify the appropriate pricing method (Discount Schedules, block pricing, Contracted Prices, subscription pricing, percent-of-total).
• Configure a dynamic Quote Template using Quote Terms, Line Columns, Template Sections and Template Content.
• Generate renewal and amendment Quotes.
• Troubleshoot and solve basic Price Rules, Product Rules, pricing issues, and data flow.
• Utilize the ordering and contracting processes.
• Set up Products, Price Books, and Price Book Entries.
• Configure user permissions, record types, page layouts, and field sets.
• Familiarity with native and Advanced Approvals.
• Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization).
• Knowledgeable about CPQ package level settings and managed package considerations.
• Configure Search Filters and Custom Actions for product selection and configuration.
• Utilize Composite Summary Variable.