▪ What is CRM?

▪ What is CPQ?

▪ Package Setup and Configuration

▪ CPQ and its features.

▪ Advantages of CPQ

▪ CPQ Package Settings

▪ Subscription and Renewals

▪ Prorate Precision Consideration

▪ Using the Quote line Editor

▪ Adding Columns to the Line Editor

▪ Quote Line Editor Drawer

▪ Dynamically Change Quote line Editor Column Headers

▪ Default Buttons

▪ Groups

▪ Guidelines for Cloning Quote Line

▪ Show Product Image Fields in the Quote Line Editor

▪ Custom Actions

▪ Search Filters

▪ Real Time Scenarios

▪ What is Guided Selling

▪ Use Case

▪ How to Configure

▪ Real Time Scenarios

▪ Products – An Overview

▪ Subscription & Perpetual products

▪ Configuring products

▪ Explain the Use Cases with Real Time Scenarios.

▪ Products – Overview

▪  Subscription & Perpetual products

▪  Configuring products

▪ Explain 2 Real Time Scenarios

▪ What is Bundle?

▪ What are Product Options

▪ How do we group Options Logical in a Feature?

▪ Configuration Type

▪ Configuration Event

▪ Option Layout

▪ Option Selection Method

▪ Explain 3 Real Time Scenarios

▪ Option Constrains

▪ Use Cases to Demonstrate

▪ Dependency

▪ Exclusions

▪ Option Constrain Group

▪ Twin Fields

▪  Twin Fields- Object & Configuration Mappings

▪ Special Fields

▪ Configuration Attributes

▪ In-Line Attributes

▪ Global Attributes

▪ Real Time Scenario explanations

▪ Introduction to Product Rules

▪ Types of Product Rules

▪ Use Cases

▪ Real Time Use cases

▪ Introduction to price Rules

▪ Creating a Price Rule

▪ Price Rule Advantages

▪ Lookup Queries

▪ Explain Real Time Use cases

▪ What is price Waterfall

▪ Unit Prices Vs Total Prices

▪ Levers to Influence Pricing

▪ Tools to Modify Price Waterfall

▪ Explain 2 Real Time Use cases

▪ Discount Schedule

▪ Slab Discount

▪ Range Discount

▪ Setting up a Discount Schedule

▪ Discount Schedules with Block Pricing

▪ Real Time Scenario explanations

▪ Steps for CPQ Calculation Sequence

▪ Overview of Document Generation

▪ Template Content

▪ Types of Content

▪ HTML

▪ Line Items

▪ Quote Teams

▪ Additional Documents

▪ Real Time Scenarios for CPQ Quote Document

▪ Introduction to Contracts

▪ Renewal Model

▪ Contract from Opportunity

▪ Amendment process & Considerations

▪ Renewals Process & Considerations

▪ Contracted Pricing

▪ Use cases Real Time Scenarios.

▪ What is Multi-Dimensional Quoting

▪ Creating and Using MDQ Products

▪ MDQ Product Considerations

▪ Use cases Real Time Scenarios.

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▪ Renewed Importance of Revenue

▪ Salesforce Adapts to Changes

▪ Revenue Cloud – Intro and Benefits

▪ Explain the Complete real Time Concepts end to end.

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