salesforce cpq quizlet

salesforce cpq quizlet

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

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