Salesforce CPQ Specialist Credential

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Description

You will learn following content

  • 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

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