salesforce cpq quizlet

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

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