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salesforce cpq quizlet

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

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