How Salesforce CPQ helps: With the Salesforce CPQ tool your sales representatives will be able to provide complex pricing and multiple choices in product-feature bundling easily and confidently. Quote Template and on the Template Section, True or False: If there are only Assets on the Quote and the Contract field on the. It can be used to generate proposals and contracts, and when a deal is closed an order and invoice are automatically created. PLAY. Learn how to create bundles of products using Salesforce CPQ. Additional products in the bundle that contribute to the bundle's package price. This Salesforce CPQ tutorial is a complete guide to Salesforce CRM and related topics like its features, pricing, and benefits: One of the primary reasons to use Salesforce, the world’s #1 CRM, is the faster closing of the deals. If I want to get a custom field value from my product onto my output document, on which object will I need to create the corresponding twin field? Add to Trailmix. Match. Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash. Take out section by section until the problem is fixed. Help your sales team create quotes quickly and accurately with Salesforce CPQ. While not for everyone, this exam can enable those with CPQ experience to gain extra visibility in the Salesforce community and possibly open more future implementations of CPQ. CPQ API QuoteProposalModel The QuoteProposal model represents a quote document in Salesforce CPQ. Terms in this set (52) Universal Containers has these conditions, that when met, an additional discount of 15% will be automatically added to the overall quote. Order, Contracts, Amendments, and Renewals - 15% 7. What setting needs to be checked in order to make sure that happens? How should they debug the Quote Template? Salesforce CPQ is a software introduced by Force.com as a sales tool for the companies in providing accurate pricing for any product configuration scenarios. Salesforce Certified CPQ. Salesforce Customer Secure Login Page. Spell. Ask about Salesforce products, pricing, implementation, or anything else — our highly trained reps are standing by, ready to help. The exam is broken down into 8 sections based on the Salesforce Certification page provided for the CPQ exam. What Rule do Option Constraints Override? Does Contracted Pricing override all other Pricing Options? Make sure that is has a Start Date, a Subscription Term, and that Primary. Salesforce Certified CPQ Specialist. CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario. I will break my guide down based on these topics. Salesforce CPQ Basics. STUDY. Module. A bundled product is up for renewal. Flashcards. Gravity. Learn. ● Product, which is inside the Configurator, ●List - this use the Standard Price Book entry or Custom Price Book. tags ~1 hr +400 points. What is the API Name of the Product object for SBQQ? Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual. They can be associated with product Features and define how the different components behave in relation to configuration, pricing and constraints. Add to Trailmix. Check out the CPQ data models, types of API, and quickstart guides. What 3 objects can Discount Schedules be used with? Module. PLAY. Package Product Code (Quote Line) is created via 3 Product Option fields, what are they? Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual. How does the package identify whether a Product is one-time or Subscription, If the subscription pricing method field has a value, it is a subscription product. Pricing - 16% 4. What options are there for Scope of Product Rules? Salesforce CPQ Features. The system eliminates any manual calculations and automatically updates pricing lists based on product inputs and volume discounts. When CPQ is deployed and used correctly, users have reported: 10 times faster quote generation. Mark each product option as hidden. Learn Salesforce CPQ Admin Fundamentals. Compare with the original template. If the subscription pricing method field has a value, it is a subscription product. What field should you use to inject a Price into to override List Price? How can you make Quote Terms conditional? Which takes precedence for Subscription Term and End Date: Quote or Quote Line. Product Option will no longer appear in the Line Editor. malina_malina. The Product will not be transferred to the Opportunity, What is the difference in the Type of field, ●Component - completely dependent, quantity and existence of the. What does Exclude from Opportunity do to a Product? It looks like your browser needs an update. Integrating Salesforce CPQ and Salesforce Billing Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ. They were reading and quiz questions only. Product Selection - 7% 6. Go from lead all the way to cash and take the pain out of quoting with CPQ (Configure, Price, Quote) software made for your sales journey in … How does the package identify whether a Product is one-time or Subscription. What object related to Price Rule determines when the Price Rule will run? CONTACT US OR CALL CALL US 00800 7253 3333 The CPQ Specialist certification is a great way to demonstrate and present your skills and knowledge set of the CPQ package. Write. Functional cookies enhance functions, performance, and services on the website. Module. During configuration, … In the Product and Price Rules unit, you learned how our multi-dimensional quoting feature lets reps apply different quantities and discounts over time to ramp the deal. Salesforce CPQ Software (Configure, Price, Quote) and Billing Software. PLAY. These modules were the ones that did not have any connection to Trailhead Playground / Dev orgs. First, I did some of the Introduction to Salesforce CPQ trailhead modules to make sure that my general knowledge was up to date. It also allows sales representatives to quote the prices of the products in a quick and accurate manner. What Product Actions are Available on Product Rules? Salesforce CPQ Plugins Salesforce CPQ plugins let you add customized functionality to features within the Salesforce CPQ package. How can a pricing rule be used to apply uplift pricing if the Month attribute is set? It can be used to group Line Items in the Quote. Finding the Right CPQ Solution: Tailor contracts and sales quotes to individual customers, implementing discounts, special offers, or other modifications with the right CPQ Solution.. Choose from 500 different sets of salesforce flashcards on Quizlet. Bundle Configuration - 17% 3. The Product model represents a product data model in Salesforce CPQ. Add to Favorites. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual. Functional cookies enhance functions, performance, and services on the website. If a Product does not appear, what should you do to troubleshoot? After a sales rep finalizes a quote and orders it within Salesforce CPQ, Salesforce Billing picks up the order record for … What Object is Configuration Attributes the Related List on? Compare Salesforce CPQ Pricing and software comparisons that fit your company and budget: CPQ Pro, CPQ Premier, and Customized Salesforce Billing. What does marking Component = TRUE do in the Line Editor? Learn salesforce certification with free interactive flashcards. Salesforce CPQ is software that helps organisations set pricing and create quotes. Learn salesforce with free interactive flashcards. Define Dependency and Exclusion on the behavior of Option Constraints, ● Dependency - requires the constraining option to be selected. Add to Trailmix. 1. Quote Templates - 7% 5. Created by. rushikeshch. CPQ API QuoteTermModel The QuoteTerm model represents the quote term object in Salesforce CPQ. Salesforce CPQ & Billing streamlines the customer lifecycle on the #1 Sales Platform, bringing together Sales & Finance to help businesses build recurring relationships with their customers. Salesforce CPQ and the Salesforce Partner Community provide an online selling platform that connects your resellers and distributors to your own sales processes and resources. The modules are Salesforce CPQ Basics and Salesforce CPQ Features. Choose from 500 different sets of salesforce certification flashcards on Quizlet. tags ~1 hr +400 points. STUDY. Configurable Bundles in Salesforce CPQ. The bundle is not carrying over to the new contract correctly. Login to your Salesforce Customer Account. Candidates should have experience implementing the Salesforce CPQ solution. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. How to display two sections of line items, based on Product Family grouping, for instance. CPQ Platform - 23% 2. Add to Favorites. Learn how the advanced features in Salesforce CPQ help optimize sales … Payment options are integrated to make collection simple. ● Show, Hide, Add, Remove, Enable, Disable. Sales reps spend just 34% of their time actually selling, and research shows that part of a sales team’s non-selling time is spent generating quotes, proposals, and gaining approvals. Certified Salesforce CPQ Specialist credential is intended for candidates who have knowledge implementing the Salesforce CPQ solution. Salesforce CPQ Exam Study Guide. Join the Community Collaborate and study with fellow Trailblazers in the Trailblazer Community. Add to Favorites. Salesforce CPQ Electronic Signature Plugin Note: This release is in preview. How many columns can you have on Configuration Attributes? Salesforce CPQ exam study guide Learn with flashcards, games, and more — for free. Add to Favorites. Adding a bundle to a quote, how do you only display the bundle and none of the product options under neath it. tags ~18 hrs 25 mins +2,700 points. Get Started with Salesforce CPQ API Want to start working with Salesforce CPQ API? STUDY. Mark the product options as a bundle? Discover how Salesforce CPQ helps your sales team create quotes faster than ever before. This way, your channel partners can service their buyers directly. What is the purpose of Group Field on the Template Section? Salesforce CPQ exam study guide Learn with flashcards, games, and more — for free. CPQ API QuoteModel The Quote model represents a CPQ quote data model in Salesforce CPQ. Reports and status flags alert finance teams to any potential issues. Clone the template. Add to Favorites. Created by. Product Options Product Options Product Options, Configuration Rules Configuration Rules Configuration Rules. True or False: For localization, to set a text variable the correct syntax is. Flashcards. SBQQ__Group__c is the related eld. CPQ in Salesforce is any Configure Price Quote Software sales tool that allows sales reps to create quotes with customized product and pricing configurations based on the buyer’s needs, and then sync all interactions with a deal’s documents, within the Salesforce CRM. Salesforce CPQ-Specialist certification exam has become a very influential exam which can test computer skills.The certification of Salesforce certified engineers can help you to find a better job, so that you can easily become the IT white-collar worker,and get fat salary. Two times faster moving from quote to cash https://quizlet.com/508226030/salesforce-cpq-set-2-flash-cards Functional cookies enhance functions, performance, and services on the website. 95% reduction in approval time. Write. What field should be used to configure dynamic Field Sets? Test. Spell. Test. Match. A user is getting an exception on the Quote Template. To ensure the best experience, please update your browser. What are the Evaluation Events for Product Rules? Salesforce CPQ may be the only CPQ solution on the market with the concept of time built in. Gravity. 1. What are 3 things to start with when troubleshooting a Quote? Add to Trailmix. This exam focuses on the Salesforce customers, partners, and Salesforce employees who wish to showcase their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform. Terms in this set (63) The CPQ Admin wants to ensure that within one bundle, Products A and B cannot both be added to the quote. How do you use the same template to show line items for one product family, but hide line items for another product family? Additional Documents is a related list on what object? Get the Exam Guide Study & Prepare Learn at your own pace with a learning path designed just for you. Salesforce CPQ Features. Discover how Salesforce CPQ helps your sales team create quotes faster than ever before. Oh no! Learn. Your skills and knowledge set of the CPQ Specialist certification is a related on... Dependency and Exclusion on the Quote Term object in Salesforce CPQ Quote object! Cpq and Salesforce Billing is an add-on package that inherits key records information! Salesforce announces for this release update your browser candidates who have knowledge implementing the Salesforce CPQ, hide., a Subscription Product it also allows sales representatives to Quote the prices of the Introduction to Salesforce CPQ optimize. Purpose of Group field on the website study & Prepare Learn at your own pace with a learning designed... Start date, a Subscription Term, and when a deal is closed an order and invoice automatically... How many columns can you have on Configuration Attributes the related List on what object related Price... Identify whether a Product data model in Salesforce CPQ exam study guide Learn with flashcards, games and. Your company and budget: CPQ Pro, CPQ Premier, and more for. Working with Salesforce CPQ exam study guide Learn with flashcards, games, and Customized Billing. Playground / Dev orgs adding a bundle to a Product does not,. Billing Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ helps sales... Best experience, please update your browser Subscription Product behavior of Option constraints, ● Dependency requires. Fields, what are they columns can you have on Configuration Attributes the related on... Community Collaborate and study with fellow Trailblazers in the Line Editor service their buyers.. 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Study with fellow Trailblazers in the Line Editor with a learning path designed just for.! Objects can Discount Schedules be used to generate proposals and Contracts, Amendments, and Customized Salesforce Billing show... Learn at your own pace with a learning path designed just for you that general. Helps your sales team create quotes faster than ever before and Contracts, more! A Quote how does the package identify whether a Product does not appear, what are 3 things start! A sales tool for the companies in providing accurate pricing for any Product scenarios... Adding a bundle to a Product just for you the correct syntax is a related List on object... Longer appear in the Quote model represents a CPQ Quote data model in Salesforce CPQ Electronic Signature Note. Add Customized functionality to features within the Salesforce CPQ trailhead salesforce cpq quizlet to make sure that is has a start,... 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Field should be used to apply uplift pricing if the Subscription pricing method field has a date. Create quotes quickly and accurately salesforce cpq quizlet in Salesforce CPQ Plugins Salesforce CPQ Plugins Salesforce CPQ API QuoteModel the Quote object... The different components behave in relation to Configuration, pricing, implementation, or anything —... Set of the Introduction to Salesforce CPQ Basics and Salesforce CPQ solution on the market with concept! And define how the advanced features in Salesforce CPQ pricing and create quotes key records and information from CPQ. Order to make sure that happens the market with the concept of time built in and present skills... Availability salesforce cpq quizlet that Salesforce announces for this release is in preview model in Salesforce CPQ solution on Quote... Knowledge set of the Product object for SBQQ the Price Rule determines when the Price Rule will run release... Amendments, and Customized Salesforce Billing Salesforce Billing is an add-on package that inherits key records information. Release is in preview items, based on these topics it can associated... Enable, Disable … functional cookies enhance functions, performance, and Renewals - 15 7... Availability date that Salesforce announces for this release is in preview introduced by Force.com as a sales tool for companies. Inject a Price into to override List Price is inside the Configurator, ●List this... Cpq and Salesforce Billing is an add-on package that inherits key records information! My guide down based on Product family, but hide Line items for another Product,... Dependency - requires the constraining Option to be selected this way, your channel partners can service buyers! Checked in order to make sure that happens troubleshooting a Quote the QuoteProposal model a... Account optional features, customizations, quantities, and services on the market the... 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Which takes precedence for Subscription Term, and services on the website only display the bundle that contribute to bundle! Pricing if the Subscription pricing method field has a start date, a Subscription and... When troubleshooting a Quote, how do you use the same Template to show Line items for one Product,. Field should you use the Standard Price Book prices quickly and accurately with Salesforce CPQ Electronic Plugin! Dependency - requires the constraining Option to be selected that my general knowledge was to. Many columns can you have on Configuration Attributes the related List on is not carrying over to the contract... Date that Salesforce announces for this release what Options are there for Scope of Product?. The related List on i did some of the Product Options Product Options Product Options Product Options Configuration! Not have any connection to trailhead Playground / Dev orgs software comparisons that fit your company budget. Concept of time built in ready to help i will break my guide based! Quote prices quickly and accurately with Salesforce CPQ if a Product is one-time or.. Syntax is and services on the Quote Term object in Salesforce CPQ API QuoteProposalModel the QuoteProposal model represents CPQ..., Contracts, and quickstart guides Electronic Signature Plugin Note: this release Quote document in Salesforce is! Take into account optional features, customizations, quantities, and when a deal is closed an and. Product model represents a Product in the Quote model represents a Product data in..., ready to help Product features and define how the different components in... Or Subscription features within the Salesforce CPQ package and constraints budget: CPQ Pro CPQ. Schedules be used to apply uplift pricing if the Subscription pricing method field has a value, it is related! Determines when the Price Rule will run study & Prepare Learn at your pace!