Salesforce CPQ Specialist
Discover top-notch Salesforce CPQ Specialist training at NuxSoftware Training & Certification Solutions in Coimbatore. Our advanced programs ensure improved performance and hands-on experience.
Led by industry experts, our trainers bring a diverse range of skills and extensive experience to their areas of expertise. The training center is ideal for professionals, individuals, corporations, live project training, and industrial training.
Our advanced lab infrastructure is well-managed, providing 24/7 access from anywhere. With international expert trainers offering real-time industry experience, our training programs utilize innovative learning methods.
We understand your career goals, guaranteeing 100% growth through cost-effective training and flexible programs. Elevate your career with NuxSoftware Training & Certification Solutions in Coimbatore, and become a certified Salesforce CPQ Specialist with hands-on expertise.
The Salesforce Pardot Specialist is designed for those who have experience with Salesforce and continuously look for ways to assist their companies in getting even more from additional features and capabilities.
Course Syllabus
Salesforce CPQ Specialist Syllabus
CPQ Platform - 23%
- Design, configure, and troubleshoot Price Rules using lookup objects and formula fields to meet business requirements.
- Apply understanding of quote calculation sequence and Quote Line pricing fields to meet pricing and business requirements.
- Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements.
- Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects.
- Demonstrate knowledge about the CPQ object data model as it relates to data migration.
- Set up CPQ for localization and multi-currency for international customers and users.
- Given a scenario, determine the necessary CPQ package-level settings.
- Determine how the CPQ managed package fits within a Salesforce org.
Bundle Configurations - 17%
- Given a scenario, set up a bundle structure to meet business requirements.
- Given a scenario, set up Product Rules to meet business requirements.
Pricing - 16%
- Given a scenario, identify the appropriate pricing strategy (Discount Schedules, block pricing, Contracted Prices, subscription pricing, percent-of-total).
- Given a scenario, determine expected pricing outcomes.
Quote Templates - 7%
- Given a scenario, set up a Quote Template to meet business requirements.
Product Selection - 7%
- Given a scenario, use Search Filters, field sets, and Custom Actions to enable product selection and configuration.
Orders, Contracts, Amendments, and Renewals - 15%
- Demonstrate understanding of the data required to generate Orders and Contracts.
- Demonstrate understanding of how to generate renewal and amendment Quotes to meet business requirements.
- Given a scenario, recommend when to use Orders, Contracts, Subscriptions, and Assets to meet business requirements.
Products - 11%
- Demonstrate how to set up Products, Price Books, and Price Book Entries.
- Demonstrate how product catalog setup impacts overall CPQ data flow.
Approvals - 4%
- Select and set up native or Advanced Approvals to meet business requirements.
