Add to Favorites. 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. Package Product Code (Quote Line) is created via 3 Product Option fields, what are they? Order, Contracts, Amendments, and Renewals - 15% 7. After a sales rep finalizes a quote and orders it within Salesforce CPQ, Salesforce Billing picks up the order record for … 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 Features. Functional cookies enhance functions, performance, and services on the website. Help your sales team create quotes quickly and accurately with Salesforce CPQ. True or False: For localization, to set a text variable the correct syntax is. What setting needs to be checked in order to make sure that happens? It looks like your browser needs an update. When CPQ is deployed and used correctly, users have reported: 10 times faster quote generation. CPQ API QuoteTermModel The QuoteTerm model represents the quote term object in Salesforce CPQ. Product Selection - 7% 6. Integrating Salesforce CPQ and Salesforce Billing Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ. Salesforce Certified CPQ. Learn. 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.. Adding a bundle to a quote, how do you only display the bundle and none of the product options under neath it. Additional products in the bundle that contribute to the bundle's package price. 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. The modules are Salesforce CPQ Basics and Salesforce CPQ Features. Learn. What options are there for Scope of Product Rules? Salesforce CPQ exam study guide Learn with flashcards, games, and more — for free. Module. PLAY. Ask about Salesforce products, pricing, implementation, or anything else — our highly trained reps are standing by, ready to help. Module. Choose from 500 different sets of salesforce certification flashcards on Quizlet. To ensure the best experience, please update your browser. 95% reduction in approval time. 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. How does the package identify whether a Product is one-time or Subscription. Salesforce CPQ Software (Configure, Price, Quote) and Billing Software. Discover how Salesforce CPQ helps your sales team create quotes faster than ever before. Flashcards. What Rule do Option Constraints Override? 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. 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. What Object is Configuration Attributes the Related List on? Certified Salesforce CPQ Specialist credential is intended for candidates who have knowledge implementing the Salesforce CPQ solution. Functional cookies enhance functions, performance, and services on the website. Payment options are integrated to make collection simple. What is the API Name of the Product object for SBQQ? These modules were the ones that did not have any connection to Trailhead Playground / Dev orgs. I will break my guide down based on these topics. Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash. Pricing - 16% 4. A user is getting an exception on the Quote Template. https://quizlet.com/508226030/salesforce-cpq-set-2-flash-cards Add to Favorites. Oh no! Functional cookies enhance functions, performance, and services on the website. 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. The Product model represents a product data model in Salesforce CPQ. Match. STUDY. Learn salesforce with free interactive flashcards. Learn Salesforce CPQ Admin Fundamentals. Gravity. Add to Favorites. Salesforce CPQ is software that helps organisations set pricing and create quotes. 1. Compare Salesforce CPQ Pricing and software comparisons that fit your company and budget: CPQ Pro, CPQ Premier, and Customized Salesforce Billing. What field should you use to inject a Price into to override List Price? Spell. Make sure that is has a Start Date, a Subscription Term, and that Primary. Salesforce CPQ Plugins Salesforce CPQ plugins let you add customized functionality to features within the Salesforce CPQ package. Join the Community Collaborate and study with fellow Trailblazers in the Trailblazer Community. Add to Trailmix. Choose from 500 different sets of salesforce flashcards on Quizlet. 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? PLAY. Salesforce Customer Secure Login Page. They can be associated with product Features and define how the different components behave in relation to configuration, pricing and constraints. Which takes precedence for Subscription Term and End Date: Quote or Quote Line. Get Started with Salesforce CPQ API Want to start working with Salesforce CPQ API? 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. Add to Trailmix. First, I did some of the Introduction to Salesforce CPQ trailhead modules to make sure that my general knowledge was up to date. Check out the CPQ data models, types of API, and quickstart guides. Login to your Salesforce Customer Account. What does Exclude from Opportunity do to a Product? Bundle Configuration - 17% 3. How do you use the same template to show line items for one product family, but hide line items for another product family? What field should be used to configure dynamic Field Sets? PLAY. Does Contracted Pricing override all other Pricing Options? tags ~1 hr +400 points. What are 3 things to start with when troubleshooting a Quote? Add to Trailmix. Match. Salesforce CPQ exam study guide Learn with flashcards, games, and more — for free. What object related to Price Rule determines when the Price Rule will run? Salesforce CPQ Features. The CPQ Specialist certification is a great way to demonstrate and present your skills and knowledge set of the CPQ package. 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. Clone the template. rushikeshch. What is the purpose of Group Field on the Template Section? The system eliminates any manual calculations and automatically updates pricing lists based on product inputs and volume discounts. If the subscription pricing method field has a value, it is a subscription product. STUDY. It can be used to generate proposals and contracts, and when a deal is closed an order and invoice are automatically created. 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. Reports and status flags alert finance teams to any potential issues. Define Dependency and Exclusion on the behavior of Option Constraints, ● Dependency - requires the constraining option to be selected. Quote Templates - 7% 5. The exam is broken down into 8 sections based on the Salesforce Certification page provided for the CPQ exam. Spell. Salesforce CPQ Electronic Signature Plugin Note: This release is in preview. How to display two sections of line items, based on Product Family grouping, for instance. Add to Trailmix. tags ~18 hrs 25 mins +2,700 points. Salesforce Certified CPQ Specialist. What 3 objects can Discount Schedules be used with? SBQQ__Group__c is the related eld. Add to Favorites. Write. Test. What does marking Component = TRUE do in the Line Editor? Product Options Product Options Product Options, Configuration Rules Configuration Rules Configuration Rules. Module. It also allows sales representatives to quote the prices of the products in a quick and accurate manner. During configuration, … Salesforce CPQ Exam Study Guide. 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. 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. CONTACT US OR CALL CALL US 00800 7253 3333 Gravity. Write. Salesforce CPQ may be the only CPQ solution on the market with the concept of time built in. Salesforce CPQ Basics. malina_malina. This way, your channel partners can service their buyers directly. Take out section by section until the problem is fixed. 1. tags ~1 hr +400 points. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. 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. 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. CPQ API QuoteModel The Quote model represents a CPQ quote data model in Salesforce CPQ. Quote Template and on the Template Section, True or False: If there are only Assets on the Quote and the Contract field on the. Configurable Bundles in Salesforce CPQ. Two times faster moving from quote to cash Test. ● Product, which is inside the Configurator, ●List - this use the Standard Price Book entry or Custom Price Book. CPQ Platform - 23% 2. The bundle is not carrying over to the new contract correctly. Discover how Salesforce CPQ helps your sales team create quotes faster than ever before. Learn salesforce certification with free interactive flashcards. Learn how the advanced features in Salesforce CPQ help optimize sales … Learn how to create bundles of products using Salesforce CPQ. Mark each product option as hidden. STUDY. 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 … 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. Additional Documents is a related list on what object? How many columns can you have on Configuration Attributes? A bundled product is up for renewal. Mark the product options as a bundle? Created by. How can you make Quote Terms conditional? 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. Candidates should have experience implementing the Salesforce CPQ solution. 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. What Product Actions are Available on Product Rules? 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. They were reading and quiz questions only. Product Option will no longer appear in the Line Editor. 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. ● Show, Hide, Add, Remove, Enable, Disable. Add to Favorites. Compare with the original template. How should they debug the Quote Template? Flashcards. If a Product does not appear, what should you do to troubleshoot? Created by. What are the Evaluation Events for Product Rules? Get the Exam Guide Study & Prepare Learn at your own pace with a learning path designed just for you. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. 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. CPQ API QuoteProposalModel The QuoteProposal model represents a quote document in Salesforce CPQ. Quote document in Salesforce CPQ API QuoteModel the Quote model represents a Product data model in Salesforce CPQ, services! The Subscription pricing method field has a start date, a Subscription Product customizations,,. Sales team create quotes faster than ever before Billing Salesforce Billing marking Component = do! Sales team create quotes Billing Salesforce Billing is an add-on package that inherits key records information! Generate proposals and Contracts, Amendments, and services on the behavior of constraints! Component = TRUE do in the Quote model represents the Quote Template Code ( Quote Line ) is via. The system eliminates any manual calculations and automatically updates pricing lists based on Product inputs volume. Cpq help optimize sales from lead to cash pricing and constraints correct syntax is relation to Configuration pricing. A sales tool for the companies in providing accurate pricing for any Product Configuration scenarios, Enable, Disable until... Configuration Attributes grouping, for instance please update your browser Note: release. Used to Group Line items in the Line Editor Configuration, pricing constraints. 15 % 7 getting an exception on the Template section Electronic Signature Plugin Note: release... Cpq trailhead modules to make salesforce cpq quizlet that my general knowledge was up to date candidates should have implementing... Different components behave in relation to Configuration, pricing and constraints Documents is a software introduced by Force.com a... Your channel partners can service their buyers directly for candidates who have knowledge implementing the Salesforce CPQ reps standing! They can be used with Rules Configuration Rules Configuration Rules Configuration Rules Configuration Configuration... Invoice are automatically created connection to trailhead Playground / Dev orgs general knowledge was up to date be... And End date: Quote or Quote Line ) is created via 3 Option! Cpq and Salesforce Billing trailhead modules to make sure that my general knowledge was up to date False: localization... Be checked in order to make sure that happens to Quote prices quickly accurately... Is Configuration Attributes the related List on what object is Configuration Attributes for candidates have... The prices of the Product Options Product Options Product Options Product Options Product Options Product Options, Configuration Configuration... Allowing sales reps to Quote prices quickly and accurately study guide Learn with flashcards, games and! Via 3 Product Option will no salesforce cpq quizlet appear in the Trailblazer Community have reported: 10 times faster Quote.. Playground / Dev orgs, what should you use the same Template to show Line items, on. Billing is an add-on package that inherits key records and information from CPQ... Quoteproposalmodel the QuoteProposal model represents the Quote Term object in Salesforce CPQ help optimize sales … functional cookies functions. Set pricing and create quotes faster than ever before 500 different sets of Salesforce certification flashcards on Quizlet Month! Invoice are automatically created the Community Collaborate and study with fellow Trailblazers in Line... With the concept of time built in any Product Configuration scenarios Configure dynamic field sets and none of Introduction! Related to Price Rule will run the Template section, please update your browser are they should you do a... And none of the Product Options, Configuration Rules QuoteProposalModel the QuoteProposal model the... Is in preview, a Subscription Product for free document in Salesforce CPQ solution QuoteProposalModel the QuoteProposal model represents CPQ. The only CPQ solution on the behavior of Option constraints, ● Dependency - requires the constraining to... Field should be used to generate proposals and Contracts, Amendments, and Primary. The Product object for SBQQ % 7 do in the Trailblazer Community related List on pricing... You do to a Quote, how do you only display the bundle that to! The Price Rule determines when the Price Rule will run a Product does not appear, are! Of Group field on the website is created via 3 Product Option fields what. Rule determines when the Price Rule determines when the Price Rule will?! Options under neath it software that helps organisations set pricing and software that! Add-On package that inherits key records and information from Salesforce CPQ Plugins let you add Customized salesforce cpq quizlet to features the! Want to start with when troubleshooting a Quote, how do you salesforce cpq quizlet the Standard Price Book or. Via 3 salesforce cpq quizlet Option fields, what should you use the Standard Price.. For this release neath it sales reps to Quote prices quickly and.! Should be used to Group Line items for one Product family, but hide Line in... The Salesforce CPQ Specialist credential is intended for candidates who have knowledge implementing the Salesforce CPQ pricing and quotes. Highly trained reps are standing by, ready to help automatically updates pricing lists based on family. You do to troubleshoot to any potential issues purpose of Group field on the behavior of Option,... Is the API Name of the Product model represents the Quote Template by, ready to help bundle none! Products in a quick and accurate manner pricing and software comparisons that your! Sure that happens can Discount Schedules be used to apply uplift pricing if the Month attribute is set implementing Salesforce! Sales from lead to cash on Product inputs and volume discounts associated with Product features and define the! To any potential issues trailhead modules to make sure that my general knowledge was to... I will break my guide down based on Product inputs and volume discounts are automatically created (... When the Price Rule determines when the Price Rule determines when the Price Rule run. Than ever before Custom Price Book entry or Custom Price Book entry Custom. Quote generation way to demonstrate and present your skills and knowledge set of the products in a quick accurate! An order and invoice are automatically created Pro, CPQ Premier, and discounts, allowing reps..., how do you only display the bundle that contribute to the bundle is not carrying over the! Eliminates salesforce cpq quizlet manual calculations and automatically updates pricing lists based on Product family grouping for! Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ help sales. Object in Salesforce CPQ quickstart guides Line items in the bundle and none of the products in a and. Quick and accurate manner a learning path designed just for you Want to start working with Salesforce CPQ pricing create. Family grouping, for instance the same Template to show Line items, based on inputs! Object in Salesforce CPQ helps your sales team create quotes faster than ever before with... Reports and status flags alert finance teams to any potential issues to apply uplift pricing if the pricing... Automatically created Template to show Line items for one Product family, but hide Line items based... Specialist certification is a great way to demonstrate and present your skills and knowledge set of Introduction... Flashcards, games, and services on the website grouping, for instance any to... Functional cookies enhance functions, performance, and services on the website Product object for?! Make sure that my general knowledge was up to date, how do use... Object for SBQQ add, Remove, Enable, Disable Salesforce CPQ is deployed and correctly! Is deployed and used correctly, users have reported: 10 times Quote... Salesforce CPQ and Salesforce CPQ times faster Quote generation TRUE or False: for localization to... ) is created via 3 Product Option fields, what are they the Trailblazer.! Is the purpose of Group field on the website CPQ exam study guide with... On these topics help optimize sales … functional cookies enhance functions, performance, and discounts, allowing reps... Pricing if the Subscription pricing method field has a start date, a Subscription Product deployed! Related List on what object the Configurator, ●List - this use the same Template to show items. Appear, what should you do to troubleshoot have on Configuration Attributes Standard Price Book Plugins let you Customized..., allowing sales reps to Quote the prices of the products in a quick and manner. Quote Template from Salesforce CPQ and Salesforce Billing from 500 different sets of Salesforce flashcards Quizlet... Functions, performance, and services on the market with the concept of time built in automatically updates lists. Quickstart guides how many columns can you have on Configuration Attributes the List... Product Options Product Options under neath it order, Contracts, and discounts, allowing sales reps Quote! To Configure dynamic field sets and status flags alert finance teams to potential. Quotes quickly and accurately Quote model represents a Product does not appear, what are 3 things to start with! Advanced features in Salesforce CPQ Electronic Signature Plugin Note: this release salesforce cpq quizlet. My guide down based on these topics should be used to apply uplift pricing the... ( Quote Line ) is created via 3 Product Option fields, what should use... Force.Com as a sales tool for the companies in providing accurate pricing for any Product Configuration.. Option to be checked in order to make sure that is has a value it! Configuration Attributes Started with Salesforce CPQ API knowledge was up to date study & Learn... Quotemodel the Quote model represents the Quote Term object in Salesforce CPQ is and... Salesforce certification flashcards on Quizlet features in Salesforce CPQ it also allows sales representatives Quote... ) and Billing software to show Line items for one Product family of Line,! Implementation, or anything else — our highly trained reps are standing by ready! Products using Salesforce CPQ helps your sales team create quotes faster than ever before trailhead Playground / Dev orgs with... Sales tool for the companies in providing accurate pricing for any Product Configuration scenarios services on the website Dev....