Design, configure, and troubleshoot price rules using lookup objects and formula fields to meet business requirements.
Apply understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements.
Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements.
Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects.
Demonstrate knowledge about the CPQ object data model as it relates to data migration.
Set up CPQ for localization and multi-currency for international customers and users.
Given a scenario, determine the necessary CPQ package-level settings.
Determine how the CPQ managed package fits within a Salesforce org
Given a scenario, set up a bundle structure to meet business requirements.
Given a scenario, set up product rules to meet business requirements.
Given a scenario, identify the appropriate pricing strategy (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total, usage-based pricing).
Given a scenario, determine expected pricing outcomes.
Given a scenario, set up a quote template to meet business requirements.
Given a scenario, use search filters, field sets, and custom actions to enable product selection and configuration.
Demonstrate understanding of the data required to generate orders and contracts.
Demonstrate understanding of how to generate renewal and amendment quotes to meet business requirements.
Given a scenario, recommend when to use orders, contracts, subscriptions, and assets to meet business requirements.
Demonstrate how to set up products, pricebooks, and pricebook entries.
Demonstrate how product catalog setup impacts overall CPQ data flow.
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