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Salesforce CPQ in the Wild

I'm gonna walk you through how we can create a guided selling path for the sales agent from scratch and save them tons of time, so they can focus on closing more deals.

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Salesforce Administration Training

Contents

112 Episodes - 15.9 Hours

Introduction
    Introduction
    • 3 mins
    • 35 MB
    Let's get you signed up with a demo CPQ org
    • 2 mins
    • 53 MB
    Understanding end to end flow in CPQ
    • 7 mins
    • 211 MB
    Getting hands dirty by implementing the end to end flow
    • 11 mins
    • 359 MB
Product Options
    Create a stand alone product and add it to the Quote Line Editor
    • 10 mins
    • 332 MB
    Creating a new product and adding it in Quote Line Editor
    • 5 mins
    • 144 MB
    Difference between Standalone Products and Bundled Products 1/3
    • 8 mins
    • 235 MB
    Difference between Standalone Products and Bundled Products 2/3
    • 13 mins
    • 400 MB
    Difference between Standalone Products and Bundled Products 3/3
    • 5 mins
    • 102 MB
    A few questions on Product Option records
    • 9 mins
    • 227 MB
    How can I *not* add the product price to the bundle product price?
    • 4 mins
    • 106 MB
    What is the purpose of Option Type?
    • 9 mins
    • 251 MB
    Further more understanding about Option Type = Component
    • 8 mins
    • 160 MB
    What happens when Option Type = Accessory in Product Options?
    • 11 mins
    • 308 MB
    And when is Option Type is set as Related Product?
    • 13 mins
    • 364 MB
    Flexibility we get with Quote Line Visibility field
    • 9 mins
    • 267 MB
    Let's fix why the sub products are not visible in Quote preview/document
    • 6 mins
    • 165 MB
Features
    UX improvement with features 1/3
    • 9 mins
    • 320 MB
    UX improvement with features 2/3
    • 5 mins
    • 169 MB
    UX improvement with features 3/3
    • 10 mins
    • 321 MB
    Why do we have the Category field on Features?
    • 10 mins
    • 277 MB
    Purpose of Option Selection Method on Features
    • 5 mins
    • 131 MB
    Personalize the fields on Quote Line Editor
    • 15 mins
    • 407 MB
    Option Section Method in Product vs Feature
    • 7 mins
    • 190 MB
    Discount % and Discount Amount on Product Option
    • 9 mins
    • 253 MB
Configure QLE, Product Selection & Configure Products
    Configuration Type Vs Configuration Event
    • 10 mins
    • 236 MB
    Understanding the configuration a level deeper
    • 5 mins
    • 80.3 MB
    Example for each Journey
    • 10 mins
    • 243 MB
A few more product fields
    Default quantity & Editable field on Product
    • 5 mins
    • 137 MB
    How to get precise quantity using Default scale?
    • 7 mins
    • 190 MB
    Batch Quantity on Product
    • 9 mins
    • 262 MB
    Sort order & Component fields on Product
    • 8 mins
    • 183 MB
    Asset amendment behavior field on Product
    • 13 mins
    • 409 MB
Configuration Vs Inline Vs Global Attributes
    What are configuration Attributes and How to set it up?
    • 11 mins
    • 238 MB
    What happens when I *do not* click Add to Product Options?
    • 6 mins
    • 133 MB
    I think Salesforce got it all wrong!
    • 5 mins
    • 116 MB
    Set up Config Attribute in Feature
    • 4 mins
    • 84.9 MB
    Let's setup Inline Attributes
    • 9 mins
    • 212 MB
    Last, let's set up Global Attributes 1/2
    • 12 mins
    • 276 MB
    Last, let's set up Global Attributes 2/2
    • 8 mins
    • 170 MB
Product Rules
    Introduction, Type is Validation and Alert 1/2
    • 14 mins
    • 329 MB
    Type is Validation and Alert 2/2
    • 4 mins
    • 91.7 MB
    Type as selection
    • 13 mins
    • 359 MB
    Product rules with Quote & Quote Lines object
    • 8 mins
    • 202 MB
    How to use summary variables in Product Rules
    • 10 mins
    • 238 MB
    Creating dynamic bundles using Product Rules
    • 6 mins
    • 162 MB
    Let's look at how to use configuration attributes in Product Rules
    • 7 mins
    • 204 MB
Option Constraint
    Introduction to Option Constraint
    • 7 mins
    • 158 MB
    Combining multiple Option Constraints to create guided flow
    • 7 mins
    • 187 MB
Subscription based products
    End-to-end flow of the Subscription based products
    • 14 mins
    • 388 MB
Evergreen Products
    How to configure and create Evergreen Products and a few gotchas
    • 17 mins
    • 447 MB
Multi-Dimensional Quoting (MDQ) products
    Introduction & Configuring yearly, monthly, custom billing periods
    • 14 mins
    • 393 MB
Usage based products
    How to configure Usage based products 1/2
    • 16 mins
    • 396 MB
    How to configure Usage based products 2/2
    • 10 mins
    • 241 MB
    Data flow in Consumption Schedules
    • 11 mins
    • 348 MB
    Can we modify the fields displayed on Consumption Schedules on QLE?
    • 3 mins
    • 62.1 MB
Pricing Methods
    How is Original Price field calculated?
    • 9 mins
    • 280 MB
    How Block Pricing influences List Price field?
    • 11 mins
    • 299 MB
    What is Overage Pricing and when do we need it?
    • 7 mins
    • 153 MB
    How Percentage of Total [POT] influences List Price field?
    • 6 mins
    • 135 MB
    How Option Price Override influences List Price field?
    • 12 mins
    • 355 MB
    How Cost plus Markup Price influences Special Price field?
    • 9 mins
    • 225 MB
    How Contracted Price influences Special Price field?
    • 8 mins
    • 218 MB
    How Product Option Discount influences Special Price field?
    • 7 mins
    • 252 MB
Discount Schedules
    How Discount Schedules influences Regular Price Field?
    • 12 mins
    • 277 MB
    Fields Type, Discount Unit and Aggregation Scope in Discount Schedules
    • 14 mins
    • 312 MB
    Group & ungroup products
    • 17 mins
    • 521 MB
    What does the field 'Cross Product' do in Discount Schedules?
    • 5 mins
    • 113 MB
    What does the field 'Cross Orders' do in Discount Schedules?
    • 6 mins
    • 119 MB
    What is the purpose of Override Behavior in Discount Schedules?
    • 4 mins
    • 75.5 MB
    What happens when the Sales Rep modifies Discount Schedule?
    • 7 mins
    • 179 MB
    How is Customer Price field calculated?
    • 3 mins
    • 55.9 MB
    How is Partner Price field calculated?
    • 5 mins
    • 129 MB
    How is Net Price field calculated?
    • 3 mins
    • 57.8 MB
    All about the pricing fields on Quote and Quote Line Items
    • 5 mins
    • 137 MB
    All about discount fields on Quote and Quote Line Item
    • 6 mins
    • 134 MB
    All the left over fields on Discount Schedule
    • 7 mins
    • 163 MB
Price Rules
    Price Rules introduction and a hands on scenario
    • 12 mins
    • 287 MB
    Price Rules Scenario #1
    • 3 mins
    • 59.8 MB
    Price Rules Scenario #2
    • 11 mins
    • 270 MB
    Price Rules Scenario #3
    • 14 mins
    • 342 MB
    Price Rules Scenario #4
    • 10 mins
    • 262 MB
Contract Amendments & Renewals
    How to Amend contracts and the end-to-end flow
    • 16 mins
    • 382 MB
    How does Contract Renewal work and the end-to-end flow
    • 12 mins
    • 332 MB
    Asset Amendment process end-to-end flow
    • 5 mins
    • 115 MB
    Asset Renewal process end-to-end flow
    • 4 mins
    • 61.8 MB
    Consolidate & Renew multiple Contracts to single Contract
    • 8 mins
    • 255 MB
Miscellaneous
    Configure buttons on QLE
    • 8 mins
    • 223 MB
Quote Templates
    Creating a Custom Quote Template and customising it
    • 17 mins
    • 410 MB
    Adding Quote Lines to the custom Quote Template
    • 7 mins
    • 167 MB
    Adding Quote Terms to the custom Quote Template
    • 7 mins
    • 192 MB
    Adding Quote Terms *conditionally* to the custom Quote Template
    • 3 mins
    • 86.7 MB
    Adding HTML to the custom Quote Template
    • 3 mins
    • 56.4 MB
    Adding other PDF's to Quote Template
    • 7 mins
    • 204 MB
    Watermarking the Quote pdf's and adding the logos to Quote Templates
    • 5 mins
    • 143 MB
    Exploring the commonly used fields on Template Section
    • 12 mins
    • 295 MB
    Filtering the Quote Lines being displayed on the Quote pdf
    • 4 mins
    • 85.2 MB
    Conditionally render columns on the Quote PDF
    • 10 mins
    • 249 MB
    Display Discount Schedule on Quote PDF
    • 3 mins
    • 65.7 MB
    Providing multiple file formats to save the Contracts
    • 7 mins
    • 172 MB
    Adding Localisation to Custom Quote Templates
    • 11 mins
    • 242 MB
[Hands On] Manage EduSpark's Inventory
    Walk through of the project
    • 7 mins
    • 105 MB
    Configure the first bundled Product - Starter Plan
    • 14 mins
    • 343 MB
    Configure Certification Coupons add-on Product
    • 7 mins
    • 166 MB
    Configure another add-on product Instructor Led Training
    • 12 mins
    • 328 MB
    Add features to make the configuration of the products easy
    • 8 mins
    • 246 MB
    Configure the second bundle product - Pro Plan
    • 12 mins
    • 348 MB
    Let's configure the last product - Enterprise Plan
    • 11 mins
    • 301 MB
    Now let's configure the Discount Schedules
    • 6 mins
    • 148 MB
    Let's spice up the product search view
    • 13 mins
    • 394 MB
    Add product image to QLE
    • 5 mins
    • 126 MB
    Let's automate stuff with a Product Rule and then wrap it up
    • 8 mins
    • 188 MB

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