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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.
- 112 episodes
- 15.9 hours
- 19 modules
What's inside
112 Episodes · 15.9 Hours
1Introduction4 episodes · 23 mins
- Introduction3 mins
- Let's get you signed up with a demo CPQ org2 mins
- Understanding end to end flow in CPQ7 mins
- Getting hands dirty by implementing the end to end flow11 mins
2Product Options13 episodes · 110 mins
- Create a stand alone product and add it to the Quote Line Editor10 mins
- Creating a new product and adding it in Quote Line Editor5 mins
- Difference between Standalone Products and Bundled Products 1/38 mins
- Difference between Standalone Products and Bundled Products 2/313 mins
- Difference between Standalone Products and Bundled Products 3/35 mins
- A few questions on Product Option records9 mins
- How can I *not* add the product price to the bundle product price?4 mins
- What is the purpose of Option Type?9 mins
- Further more understanding about Option Type = Component8 mins
- What happens when Option Type = Accessory in Product Options?11 mins
- And when is Option Type is set as Related Product?13 mins
- Flexibility we get with Quote Line Visibility field9 mins
- Let's fix why the sub products are not visible in Quote preview/document6 mins
3Features8 episodes · 70 mins
- UX improvement with features 1/39 mins
- UX improvement with features 2/35 mins
- UX improvement with features 3/310 mins
- Why do we have the Category field on Features?10 mins
- Purpose of Option Selection Method on Features5 mins
- Personalize the fields on Quote Line Editor15 mins
- Option Section Method in Product vs Feature7 mins
- Discount % and Discount Amount on Product Option9 mins
4Configure QLE, Product Selection & Configure Products3 episodes · 25 mins
- Configuration Type Vs Configuration Event10 mins
- Understanding the configuration a level deeper5 mins
- Example for each Journey10 mins
5A few more product fields5 episodes · 42 mins
- Default quantity & Editable field on Product5 mins
- How to get precise quantity using Default scale?7 mins
- Batch Quantity on Product9 mins
- Sort order & Component fields on Product8 mins
- Asset amendment behavior field on Product13 mins
6Configuration Vs Inline Vs Global Attributes7 episodes · 55 mins
- What are configuration Attributes and How to set it up?11 mins
- What happens when I *do not* click Add to Product Options?6 mins
- I think Salesforce got it all wrong!5 mins
- Set up Config Attribute in Feature4 mins
- Let's setup Inline Attributes9 mins
- Last, let's set up Global Attributes 1/212 mins
- Last, let's set up Global Attributes 2/28 mins
7Product Rules7 episodes · 62 mins
- Introduction, Type is Validation and Alert 1/214 mins
- Type is Validation and Alert 2/24 mins
- Type as selection13 mins
- Product rules with Quote & Quote Lines object8 mins
- How to use summary variables in Product Rules10 mins
- Creating dynamic bundles using Product Rules6 mins
- Let's look at how to use configuration attributes in Product Rules7 mins
8Option Constraint2 episodes · 14 mins
- Introduction to Option Constraint7 mins
- Combining multiple Option Constraints to create guided flow7 mins
9Subscription based products1 episode · 14 mins
- End-to-end flow of the Subscription based products14 mins
10Evergreen Products1 episode · 17 mins
- How to configure and create Evergreen Products and a few gotchas17 mins
11Multi-Dimensional Quoting (MDQ) products1 episode · 14 mins
- Introduction & Configuring yearly, monthly, custom billing periods14 mins
12Usage based products4 episodes · 40 mins
- How to configure Usage based products 1/216 mins
- How to configure Usage based products 2/210 mins
- Data flow in Consumption Schedules11 mins
- Can we modify the fields displayed on Consumption Schedules on QLE?3 mins
13Pricing Methods8 episodes · 69 mins
- How is Original Price field calculated?9 mins
- How Block Pricing influences List Price field?11 mins
- What is Overage Pricing and when do we need it?7 mins
- How Percentage of Total [POT] influences List Price field?6 mins
- How Option Price Override influences List Price field?12 mins
- How Cost plus Markup Price influences Special Price field?9 mins
- How Contracted Price influences Special Price field?8 mins
- How Product Option Discount influences Special Price field?7 mins
14Discount Schedules13 episodes · 94 mins
- How Discount Schedules influences Regular Price Field?12 mins
- Fields Type, Discount Unit and Aggregation Scope in Discount Schedules14 mins
- Group & ungroup products17 mins
- What does the field 'Cross Product' do in Discount Schedules?5 mins
- What does the field 'Cross Orders' do in Discount Schedules?6 mins
- What is the purpose of Override Behavior in Discount Schedules?4 mins
- What happens when the Sales Rep modifies Discount Schedule?7 mins
- How is Customer Price field calculated?3 mins
- How is Partner Price field calculated?5 mins
- How is Net Price field calculated?3 mins
- All about the pricing fields on Quote and Quote Line Items5 mins
- All about discount fields on Quote and Quote Line Item6 mins
- All the left over fields on Discount Schedule7 mins
15Price Rules5 episodes · 50 mins
- Price Rules introduction and a hands on scenario12 mins
- Price Rules Scenario #13 mins
- Price Rules Scenario #211 mins
- Price Rules Scenario #314 mins
- Price Rules Scenario #410 mins
16Contract Amendments & Renewals5 episodes · 45 mins
- How to Amend contracts and the end-to-end flow16 mins
- How does Contract Renewal work and the end-to-end flow12 mins
- Asset Amendment process end-to-end flow5 mins
- Asset Renewal process end-to-end flow4 mins
- Consolidate & Renew multiple Contracts to single Contract8 mins
17Miscellaneous1 episode · 8 mins
- Configure buttons on QLE8 mins
18Quote Templates13 episodes · 96 mins
- Creating a Custom Quote Template and customising it17 mins
- Adding Quote Lines to the custom Quote Template7 mins
- Adding Quote Terms to the custom Quote Template7 mins
- Adding Quote Terms *conditionally* to the custom Quote Template3 mins
- Adding HTML to the custom Quote Template3 mins
- Adding other PDF's to Quote Template7 mins
- Watermarking the Quote pdf's and adding the logos to Quote Templates5 mins
- Exploring the commonly used fields on Template Section12 mins
- Filtering the Quote Lines being displayed on the Quote pdf4 mins
- Conditionally render columns on the Quote PDF10 mins
- Display Discount Schedule on Quote PDF3 mins
- Providing multiple file formats to save the Contracts7 mins
- Adding Localisation to Custom Quote Templates11 mins
19[Hands On] Manage EduSpark's Inventory11 episodes · 103 mins
- Walk through of the project7 mins
- Configure the first bundled Product - Starter Plan14 mins
- Configure Certification Coupons add-on Product7 mins
- Configure another add-on product Instructor Led Training12 mins
- Add features to make the configuration of the products easy8 mins
- Configure the second bundle product - Pro Plan12 mins
- Let's configure the last product - Enterprise Plan11 mins
- Now let's configure the Discount Schedules6 mins
- Let's spice up the product search view13 mins
- Add product image to QLE5 mins
- Let's automate stuff with a Product Rule and then wrap it up8 mins
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