Play by Play: Demystifying Salesforce CPQ

This course will help Salesforce Administrators to understand the implications of Administering CPQ. We’ll share best practices, some do’s and don’ts, and hidden features based upon past successful implementations.

Play by Play is a series in which top technologists work through a problem in real-time, unrehearsed, and unscripted. In this course, “Salesforce Play-by-Play: Demystifying Salesforce CPQ”, Certified Salesforce CPQ Specialist & Salesforce MVP Jan Vandevelde showcases and explains what Salesforce CPQ is, how it can be administered and configured to create complex structured Quotes and how it can handle even the most complex pricing logic. We review some differences and advantages of Salesforce CPQ as an extension of Sales Cloud and compare it with native functionality for product bundling, quoting and discounting in Salesforce. By the end of the course, you’ll have learned some best practices, everyday do’s and don’ts, and what to watch out for as a Salesforce Administrator or Product & Pricing Manager when deploying your CPQ configuration to other environments. You’ll also understand some of the implications of using standard automation features like Workflow Rules, Process Builder and Apex Triggers in conjunction with CPQ automation logic such as Product Rules & Price Rules.

• Course Overview 2mins
• Introduction and Setting the Stage 5mins
• What Is CPQ & Why Do You Need It? 17mins
• Configuring Quotes 25mins
• Setting the Price 28mins
• Contract Management 34mins
• CPQ in the Salesforce Landscape 15mins
• Summary and Recap 9mins