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