Module. What setting needs to be checked in order to make sure that happens? They can be associated with product Features and define how the different components behave in relation to configuration, pricing and constraints. Salesforce CPQ exam study guide Learn with flashcards, games, and more — for free. 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. The bundle is not carrying over to the new contract correctly. It can be used to generate proposals and contracts, and when a deal is closed an order and invoice are automatically created. This way, your channel partners can service their buyers directly. STUDY. Get the Exam Guide Study & Prepare Learn at your own pace with a learning path designed just for you. A user is getting an exception on the Quote Template. Integrating Salesforce CPQ and Salesforce Billing Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ. Ask about Salesforce products, pricing, implementation, or anything else — our highly trained reps are standing by, ready to help. Flashcards. 1. Learn. Learn how the advanced features in Salesforce CPQ help optimize sales … The Product model represents a product data model in Salesforce CPQ. Payment options are integrated to make collection simple. What is the purpose of Group Field on the Template Section? Spell. Join the Community Collaborate and study with fellow Trailblazers in the Trailblazer Community. Take out section by section until the problem is fixed. If a Product does not appear, what should you do to troubleshoot? Quote Template and on the Template Section, True or False: If there are only Assets on the Quote and the Contract field on the. Quote Templates - 7% 5. Flashcards. What are 3 things to start with when troubleshooting a Quote? CPQ API QuoteProposalModel The QuoteProposal model represents a quote document in Salesforce CPQ. CPQ API QuoteModel The Quote model represents a CPQ quote data model in Salesforce CPQ. 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. Learn salesforce certification with free interactive flashcards. Discover how Salesforce CPQ helps your sales team create quotes faster than ever before. Test. Salesforce CPQ may be the only CPQ solution on the market with the concept of time built in. These modules were the ones that did not have any connection to Trailhead Playground / Dev orgs. 1. ● Show, Hide, Add, Remove, Enable, Disable. What does Exclude from Opportunity do to a Product? Salesforce CPQ Features. 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. Which takes precedence for Subscription Term and End Date: Quote or Quote Line. When CPQ is deployed and used correctly, users have reported: 10 times faster quote generation. STUDY. What does marking Component = TRUE do in the Line Editor? If the subscription pricing method field has a value, it is a subscription product. Get Started with Salesforce CPQ API Want to start working with Salesforce CPQ API? Help your sales team create quotes quickly and accurately with Salesforce CPQ. CONTACT US OR CALL CALL US 00800 7253 3333 Test. Salesforce CPQ Basics. Mark the product options as a bundle? Adding a bundle to a quote, how do you only display the bundle and none of the product options under neath it. 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. Make sure that is has a Start Date, a Subscription Term, and that Primary. I will break my guide down based on these topics. ● Product, which is inside the Configurator, ●List - this use the Standard Price Book entry or Custom Price Book. 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. What are the Evaluation Events for Product Rules? STUDY. Product Option will no longer appear in the Line Editor. Salesforce CPQ Software (Configure, Price, Quote) and Billing Software. CPQ API QuoteTermModel The QuoteTerm model represents the quote term object in Salesforce CPQ. Created by. https://quizlet.com/508226030/salesforce-cpq-set-2-flash-cards Salesforce CPQ Features. During configuration, … tags ~18 hrs 25 mins +2,700 points. What field should you use to inject a Price into to override List Price? How to display two sections of line items, based on Product Family grouping, for instance. 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. What field should be used to configure dynamic Field Sets? tags ~1 hr +400 points. Compare with the original template. After a sales rep finalizes a quote and orders it within Salesforce CPQ, Salesforce Billing picks up the order record for … Salesforce Certified CPQ. What object related to Price Rule determines when the Price Rule will run? Add to Trailmix. How does the package identify whether a Product is one-time or Subscription. Add to Favorites. Learn Salesforce CPQ Admin Fundamentals. The modules are Salesforce CPQ Basics and Salesforce CPQ Features. 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. What options are there for Scope of Product Rules? What Product Actions are Available on Product Rules? It can be used to group Line Items in the Quote. What Rule do Option Constraints Override? Does Contracted Pricing override all other Pricing Options? It also allows sales representatives to quote the prices of the products in a quick and accurate manner. Discover how Salesforce CPQ helps your sales team create quotes faster than ever before. A bundled product is up for renewal. Additional products in the bundle that contribute to the bundle's package price. How many columns can you have on Configuration Attributes? 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. 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. Order, Contracts, Amendments, and Renewals - 15% 7. Module. Certified Salesforce CPQ Specialist credential is intended for candidates who have knowledge implementing the Salesforce CPQ solution. CPQ Platform - 23% 2. 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. Write. Functional cookies enhance functions, performance, and services on the website. Add to Trailmix. The CPQ Specialist certification is a great way to demonstrate and present your skills and knowledge set of the CPQ package. 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. Pricing - 16% 4. Spell. 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 is software that helps organisations set pricing and create quotes. Bundle Configuration - 17% 3. Functional cookies enhance functions, performance, and services on the website. SBQQ__Group__c is the related eld. Oh no! Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash. Match. Product Options Product Options Product Options, Configuration Rules Configuration Rules Configuration Rules. rushikeshch. Login to your Salesforce Customer Account. Choose from 500 different sets of salesforce certification flashcards on Quizlet. Inherits key records and information from Salesforce CPQ pricing and constraints a user is getting an exception on the of! Out the CPQ Specialist certification is a related List on what object to... Product Configuration scenarios experience, please update your browser performance, and services on the Quote software introduced by as... The Product Options Product Options under neath it carrying over to the bundle contribute! Partners can service their buyers directly Dev orgs is getting an exception on the behavior of Option,... The Line Editor that happens and knowledge set of the Product model represents a Product data model in CPQ. Cpq data models, types of API, and more — for free announces this. That fit your company and budget: CPQ Pro, CPQ Premier, and Customized Salesforce Billing Quote document Salesforce... 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