- $34
Salesforce CPQ in the Wild
- Course
- 112 Lessons
Contents
Introduction
Introduction
Let's get you signed up with a demo CPQ org
Understanding end to end flow in CPQ
Getting hands dirty by implementing the end to end flow
Create a stand alone product and add it to the Quote Line Editor
Creating a new product and adding it in Quote Line Editor
Product Options
Difference between Standalone Products and Bundled Products 1/3
Difference between Standalone Products and Bundled Products 2/3
Difference between Standalone Products and Bundled Products 3/3
A few questions on Product Option records
How can I *not* add the product price to the bundle product price?
What is the purpose of Option Type?
Further more understanding about Option Type = Component in Product Option records
What happens when Option Type = Accessory in Product Options?
And when is Option Type is set as Related Product?
Flexibility we get with Quote Line Visibility field on Product Options
Let's fix why the sub products are not visible in Quote preview/document
Features
UX improvement with features 1/3
UX improvement with features 2/3
UX improvement with features 3/3
Why do we have the Category field on Features?
Purpose of Option Selection Method on Features
Personalize the fields on Quote Line Editor
Option Section Method in Product vs Feature
Discount % and Discount Amount on Product Option
Configure QLE, Product Selection & Configure Products
Configuration Type Vs Configuration Event
Understanding the configuration a level deeper
Example for each Journey
A few more product fields
Default quantity & Editable field on Product
How to get precise quantity using Default scale?
Batch Quantity on Product
Sort order & Component fields on Product
Asset amendment behavior field on Product
Configuration Vs Inline Vs Global Attributes
What are configuration Attributes and How to set it up?
What happens when I *do not* click Add to Product Options?
I think Salesforce got it all wrong!
Set up Config Attribute in Feature
Let's setup Inline Attributes
Last, let's set up Global Attributes 1/2
Last, let's set up Global Attributes 2/2
Product Rules
Introduction, Type is Validation and Alert 1/2
Type is Validation and Alert 2/2
Type as selection
Product rules with Quote & Quote Lines object
How to use summary variables in Product Rules
Creating dynamic bundles using Product Rules.
Let's look at how to use configuration attributes in Product Rules
Option Constraint
Introduction to Option Constraint
Combining multiple Option Constraints to create guided flow
Subscription based products
End-to-end flow of the Subscription based products
Evergreen Products
How to configure and create Evergreen Products and a few gotchas
Multi-Dimensional Quoting (MDQ) products
Introduction & Configuring yearly, monthly, custom billing periods in MDQ Products
Usage based products
How to configure Usage based products 1/2?
How to configure Usage based products 2/2?
Data flow in Consumption Schedules
What? Can we modify the fields displayed on the Consumption Schedules on QLE? Yes!
Pricing Methods
How is Original Price field calculated?
How Block Pricing influences List Price field?
What is Overage Pricing and when do we need it?
How Percentage of Total [POT] influences List Price field?
How Option Price Override influences List Price field?
How Cost plus Markup Price influences Special Price field?
How Contracted Price influences Special Price field?
How Product Option Discount influences Special Price field?
Discount Schedules
How Discount Schedules influences Regular Price Field?
Let's explore the fields Type, Discount Unit and Aggregation Scope in Discount Schedules
Let me switch gears a bit and walk you through group & ungroup products
What does the field 'Cross Product' do in Discount Schedules?
What does the field 'Cross Orders' do in Discount Schedules?
What is the purpose of Override Behavior in Discount Schedules?
What happens when the Sales Rep modifies Discount Schedule?
How is Customer Price field calculated?
How is Partner Price field calculated?
How is Net Price field calculated?
All about the pricing fields on Quote and Quote Line Items
All about discount fields on Quote and Quote Line Item
Let's have a look at all the left over fields on Discount Schedule
Price Rules
Price Rules introduction and a hands on scenario
Price Rules Scenario #1
Price Rules Scenario #2
Price Rules Scenario #3
Price Rules Scenario #4
Contract Amendments & Renewals
How to Amend contracts and the end-to-end flow
How does Contract Renewal work and the end-to-end flow
Asset Amendment process end-to-end flow
Asset Renewal process end-to-end flow
Consolidate & Renew multiple Contracts to single Contract
Miscellaneous
Configure buttons on QLE
Quote Templates
Creating a Custom Quote Template and customising it
Adding Quote Lines to the custom Quote Template
Adding Quote Terms to the custom Quote Template
Adding Quote Terms *conditionally* to the custom Quote Template
Adding HTML to the custom Quote Template
Adding other PDF's to Quote Template
Watermarking the Quote pdf's and adding the logos to Quote Templates
Exploring the commonly used fields on Template Section
Filtering the Quote Lines being displayed on the Quote pdf
Conditionally render columns on the Quote PDF
Display Discount Schedule on Quote PDF
Providing multiple file formats to save the Contracts & a lil where the contracts are store
Adding Localisation to Custom Quote Templates
[Hands On] Manage EduSpark's Inventory
Walk through of the project
Configure the first bundled Product - Starter Plan
Configure Certification Coupons add-on Product
Configure another add-on product Instructor Led Training
Add features to make the configuration of the products easy
Configure the second bundle product - Pro Plan
Let's configure the last product - Enterprise Plan
Now let's configure the Discount Schedules
Let's spice up the product search view
Add product image to QLE
Let's automate stuff with a Product Rule and then wrap it up